Richa Sharma

Australia

• IP, Lumpsum and Life payments on CMS

• Creating new enquiries for IP and Lumpsums on CMS

• Setting up new Life claims on CMS Authorizations for IP, Lumpsums and death payments on all PAS systems (Clas, Ripa, Opus)

• Processing and authorizing payments on BPMS

• Processing payments on ORMB

•Actioning payment task, Authorize task, ad hoc task, WOP tasks and admin requests on CMS

• Package payments on CMS

• Signature Super and auto-payments in CMS

• IP death, Settlement and Ex gratia payments on CMS

• actioning incoming and outgoing phone calls

• Setting up priorities for the day with all the system changes

• Managing large volumes of emails for escalations and investigations

• Investigations of any under or over payments

• Investigations on DD rejection and reprocessing via ORMB

• Indexing

• Bypass set ups

New Zealand

• IP and Lumpsums payments for Clas, Talisman and Ampnet

• Creating new Claim in Ripa

• Setting up Ip claims for all Clas, Talisman and Ampnet policies

• Setting up Lumpsum claims for all Clas, Talisman and Ampnet policies

• Managing the Claims Mailbox NZ

• Delegating work to Offshore team

• ELB setups and payments for all policies

• ORMB payments and manual system movements for all PAS systems

• Sending out manual payment letters to customers.

• Established in 1954, Daytek Australia is a third-generation Australian family business. They manufacture clotheslines, wheelbarrows and other hardware products.
• Daytek have a good national footprint and now trying spread its tentacles all around the world. I am part of the Business Development team.
• My responsibilities include generating reports on large volumes of data and analysing data to ensure the current database is update, negotiating with existing and future accounts, working out the pricing for overseas customers starting from Buy price to RRP, doing tradeshows for the company, approving credits, working on inhouse brochures, finalising range for the large format stores, doing the monthly board report etc.
• Additionally, I handle Business Administration as well where I take care of new customers from entering purchase orders into the system to dispatch of goods.
• It also includes handling customers enquiries, warranty claims, quoting for tenders etc.
• Assist the Office Support Administrator in following up email enquiries to ensure they are resolved and answered in a timely manner.
• Ensure pricing in Arrow Financial Software is up to date (in partnership with Finance Function).
• Maintain an organized work space and ensure filing is kept up to date.
• My key focus areas include identifying opportunities for process improvements and implementing changes to achieve improved efficiencies and cost effectiveness for the business, support and mentor new and existing team members.
• Cultivated and deepened relationships with customers by providing exceptional service.
• Provided administrative support, including processing purchase orders, service contracts and financial reports.
• Managed digital databases and physical file systems.

• First point of contact for customers over telephone and front counter.

• Provided primary information about the Insurance products and services.

• Managing appointments for the financial advisor

• Liaising with the Clients and the Insurance Company for effective and efficient flow of information and communication.

• Maintaining data base for timely retrieval of information. • Coordination between Advisor’s office and Insurance Company at all required levels.

• Active participation in planning and organizing day to day activities for better management.

Achievements: -

• Awarded for excellent customer service and can do attitude.

• Recognition for planning and organizational skills.

• Awarded for being a team player.

• Coles Supermarket is the one of the biggest supermarkets chain in Australia.
• My key responsibilities were delegating tasks, Monitoring the team's performance, managing checkouts, assisting customers with their enquiries, assisting the team by performing the tasks with them, helping with training and development & Completing paperwork and Handling complaints (from both staff and customers).
• Responded to customer requests via telephone and email.
• Developed new process for employee evaluation which resulted in marked performance improvements.
• Produced ad hoc reports and documents for senior team members.

• ADELANTE GLOBAL ACCOUNTING assist small-to-medium size businesses with their accounting needs.
• They offer a customized option of outsourcing the accounting and ancillary duties of bookkeeping, entering data, reconciling accounts, month-end/year-end financial closings, budgets, payroll and financial reports.
• They help their clients to maximize their planning, budget, cash potential, increase efficiency, stability, organization and growth.
• My duties and responsibilities are as follows:.
• Reconciling processed work by verifying entries and comparing system reports to balances.
• Charging expenses to accounts and cost centers by analysing invoice/expense reports; recording entries.
• Paying vendors by monitoring discount opportunities; verifying federal id numbers; scheduling and preparing checks; resolving purchase order, contract, invoice, or payment discrepancies and documentation; insuring credit is received for outstanding memos; issuing stop-payments or purchase order amendments.
• Paying employees by receiving and verifying expense reports and requests for advances; preparing checks.
• Maintaining accounting ledgers by verifying and posting account transactions.
• Verifying vendor accounts by reconciling monthly statements and related transactions.
• Disbursing petty cash by recording entry; verifying documentation.
• Protecting organization's value by keeping information confidential.
• Posting customer payments by recording cash, checks, and credit card transactions.
• Posting revenues by verifying and entering transactions form lock box and local deposits.
• Updating receivables by totalling unpaid invoices.
• Maintaining records by microfilming invoices, debits, and credits.
• Resolving valid or authorized deductions by entering adjusting entries.
• Resolving invalid or unauthorized deductions by following pending deductions procedures.
• Resolving collections by examining customer payment plans, payment history, credit line; coordinating contact with collections department.
• Summarizing receivables by maintaining invoice accounts; coordinating monthly transfer to accounts receivable account; verifying totals; preparing report.