Grant Neethling

  • Paarl WC

Work History

Work History
May 2014 - Present

Administrator

Metropolitan Customer Intermediary Support
Temporary position-Cash back Administrator- Calculate cash back(percentage of premium back for 12 consecutive premiums) amount bank validations Assessing, Register and Paying cash back claims Communication to client via sms or letter request alternative banking details Communication to client via sms or letter informing repudiation of cash back claim Compiling monthly figures for Group Finance department to process journals Process premium refunds where cash back was incorrectly used for premiums or where double deductions appear Inject and apply premiums on the policy Handling of Cash Back Queries from branches, Customer Service Office's, Brokers, Call Centre, internal departments and clients Daily Telephonic queries from client with regards to cash back claims EMPLOYMENT HISTORY
Mar 2008 - Apr 2014

Scheme Administration Clerk

Metropolitan Life
Scheme Administration Clerk Permanent from Apply and rectify premiums on suspense to policies Policy Administration of Group/Met-Direct policies via structure processes and procedures Preparing/Receipting from Metropolitan bank account and Deposit slips and patching of receipts Communication with clients telephonically and in writing Handle and finalize enquiries received from branches, policy holders, Handling regulatory queries from customer data Premium Refunds on policies to clients Updating and maintaining of mode of payment requests Reinstatement of policies change banking details Cancelation Do payment into clients banks account Update Client personal detail Testing of system Changes Term life project Allocation and refund of suspense Premiums Transfer Premiums(From incorrect policy to correct policy) Cash back claims(Calculations)