Karin Botha Email & Phone Number

Auckland, New Zealand

The value I bring to mySolutions is to effectively manage any changes pertaining to risk insurance and to liaise between the different insurance companies and our clients.I am currently assisting 4 Advisers with their adminstration.The main purpose of my position:* Act as a liaison between the client and the insurance companies to ensure the correct policyamendments are actioned.* Submit new and amended application forms to the insurance companies.* Manage outstanding requirements for new and or amended applications,pertaining to the underwriting process.* Manage the claims proses on behalf of the client, from submission through to ensuring theclaim is paid.* Distribute anniversary schedules to clients on an annual basis.* Ensure our CRM system is maintained with up to date client information.* Notify the clients of any arrear premiums and manage the process to ensure premiums are up to date.* Assist the Advisers in client conservation.* Assist with any ad hoc office duties.

Rosedale, Auckland

The main purpose of my position at Mutual Financial Services for more than 6 years were the following:* Act as a liaison between the client and the insurance companies to ensure the correct policy amendments are actioned.* Gather prospect clients' information from the insurance companies to be reviewed by the Advisers. * Submit new and amended application forms to the insurance companies.* Manage outstanding requirements for new and or amended applications, pertaining to the underwriting process.* Manage the claims proses on behalf of the client, from submission through to ensuring the claim is paid. * Distribute anniversary schedules to clients on an annual basis.* Effective administration to maintain and update clients’ policies with sufficient cover.* Arrange and manage meetings with clients and Advisers, to discuss their insurance cover.* Notify the clients of any arrear premiums and manage the process to ensure premiums are up to date.* Assist the Advisers in client conservation.* Provide quotations and manage payments on travel insurance for clients.* Assist with any ad hoc office duties.

Reviewing and reporting - Main purpose of the position:• Review all the financial transactions on a monthly basis, within the Finance Operationdepartment.• Check accuracy and reasonability of the transactions.• Ensure that any differences are investigated, explained and or corrected.• Review and monitor the reconciliation processes.• Perform trend analysis.• Ensure that the company complies with the health legislation.• Sign off the financial reports and make them available to the Accountants.• Compile the management reports.• Distribution of the reports to the management team.• Monitor and manage the staffs’ daily functions (team of 5 members).Provident Fund - Main purpose of the position:• Supply management with feedback on members’ payout status.• Report to Trustees on the progress of the member payouts.• Close working relationship with the Principal Officer to ensure regulatory compliance.• Ensure the timeous monthly tax payment to SARS (South African Revenue Services).• Submit annual tax return reconciliation.• Ensure the correct and timeous payout to members.• Resolve escalated client queries.• Monitor and manage the staffs’ daily functions (team of 9 members).• Bi-annually performance appraisals.

Accounting And Finance, Certificate In Accounting

Bachelor Of Commerce (B.Com.), Communications