Curriculum Vitae

Of

Jason May

Commitment Experience

Passion and

dedication

People and Customer

Relationships

Excellence Growth and Development

Personal Information

Surname: May

First Name(s): Jason Raymond

ID Number: 9308315023083

Address: 4 Essop Street

Extension 9

Eldorado Park

Johannesburg, 1812

Contact Numbers: 072 442 1374

Email: jason.may187@gmail.com

Dependents: None

Criminal Offences: None

Gender: Male

Secondary Education

School: Kliptown Secondary School

Highest Grade passed: Grade 12 (Matric)

Subjects: Afrikaans

English,

Mathematics,

Business Studies,

Life Orientation

Formal Training

Qualification NQF 4 Short Term Insurance Institute INSETA Training Providers ARTG (African Resource Training Group) Duration 5 January 2012 – 15 January 2013 Credits 150 Credits

Qualification Communication Course Institute INSETA Accreditation Training Providers Corporate College International Duration 27 – 29 November 2013

Qualification Regulatory Examination Institute Moonstone Acquired 21 June 2013

Work Experience

Employer Marsh Incorporating Alexander Forbes Risk Services

Position Client Service Consultant

Duration 05 January 2012 – 15 January 2013

Duties

• Travel quotations, travel invoices, issuing travel policies (Business & Leisure)

• Preparing renewal schedules and claims experience for renewals on a monthly basis

• Raising invoices on MCS for renewal policies

• Monthly claims downloads for distributions to insurers for batching

• Registering, updating and raising bordereau claims payments ( validate, register and payments)

• Scanning and filling of documents as per Marsh protocol

• General administrative assistance including preparing renewal correspondence

• Sending out notices to clients for unpaid debts, collections and recoveries

• Registering general & Motor claims and arrange payments

• Prepare excel spreadsheets for new business and prospecting

• Re -broking

• Policy administration (endorsements and cancellations) and invoicing on system (RISC) and loss ratios

• Assisting Sales staff/AE obtain quotes

• Personal Accident/Stated Benefits Claims – Administration

Employer Marsh (Pty) Ltd

Position Corporate and Commercial Claims Negotiator (Marine Claims)

Duration 16 January 2013 – 30 September 2014

Duties

• Filing correspondence for marine claim files

• Archiving of claim files

• Following up with clients/insurers on outstanding claims and documents

• Follow up on outstanding payments from insurers and cell captives

• Assist with payments to relevant clients on claims

• Assist with pulling claim reports monthly on marine claims system for internal use

• Maintain accurate records of payments and create new claims on marine claims system

• Follow up with Marsh (Pty) Ltd accounts department on outstanding cheques / EFT confirmations

• Follow up op General Average and Recovery claim files

• Assist with creating payment bordereaux requests and obtaining authorization

Employer Shoprite Finance

Position Financial Controller

Duration 01 October 2014 – 05 March 2015

Duties

• Managing the virtual warehouse functions for the group stock

• Drawing monthly reports and general office administration

• Branch and RCO queries regarding non –cash refunds and receipts

• Monthly journals and re-allocations

• Monthly reconciliations and data capturing

Employer Legal and Tax

Position Quality Assurance Agent

Duration 22 February 2016 – Current

Duties

• Monitor all calls required in the following departments LTS advertising Customer Care , Legal and Tax

departments to assess the following

• Quality of the pitch delivered by employees , for training and compliance purposes

• Monitor employee attitude and service level

• Monitor a set volume of calls per day to determine which are for private and which are for business

purposes

• Monitor and record all telephone abuse or unusual use

• Monitor and assess calls to assess compliance with PPR, FAIS and other relevant applicable legislation.

• Facilitate management request to recover cancelled deals with customer care

• Sent requested emails to clients on behalf of advertising agents

• Assist in all sales departmental duties

• Monitor and record all advertising agents call ratios

• Perform coaching sessions with advertising agents

• Attend to any other duties when required by management

Computer Literacy & training: Internet

MS Word

MS Publisher

MS PowerPoint

MS Asses

MS Outlook

Marsh Internal policy and invoicing systems (MCS & RISC)

Languages: English – Speak, read & write

Afrikaans – Speak read and write

Name of Referee Lewis Ezrah (Marsh) Charlene Naidu (Marsh) Vernon Pillay (Shoprite)

Position Team Leader Claims Negotiator Financial Controller

Phone Number (011) 060 7493 011 0607676 011 456 7124/7000

Name of Referee Timothy James (Legal and Tax)

Position Quality Assurer Manager

Phone Number 0860 587 587