Sherrie Peatman
Greystanes,Australia
Summary
Dynamic and results-driven professional with a proven track record at Restorx Services, excelling in project planning and effective communication. Spearheaded major insurance claims and financial management, achieving high customer satisfaction and team collaboration. Experienced in updating various software's/portals and adept at analytical problem-solving, consistently delivering projects within budget and timelines.
Overview
6
6
years of professional experience
Work History
Major Loss Desktop Supervisor
Restorx Services
04.2024 - Current
- Managed large insurance claims from start to finish ensuring delivery within a timely manner.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Collaborated closely with team members to achieve project objectives and meet deadlines.
- Maintained updated knowledge through continuing education and advanced training.
- Assisted with budget tracking and forecasting for various projects.
- Managed schedules, customer service, and project planning.
- Provided excellent customer service throughout each project.
Major Loss Senior File Manager
Restorx Services
09.2021 - 04.2024
- Managed multiple customer home insurance claims from start to finish, including but not limited to scheduling technicians to attend to the property to assess, quoting home restoration, organising technicians or subcontractors to complete the repairs, reporting on all progress after each site attendance, budget and KPI management of each claim and finalising sales for invoicing.
- Communicated regularly with customers, brokers, adjusters, clients, and insurance companies.
- Setting and adhering to budgets while delivering a successful completion of the customer's claim in a timely manner.
- Prepared ad-hoc reports as requested by senior management team.
- Developed comprehensive reports to present data-driven insights to key stakeholders.
- Trained new staff members as required.
- Assisted with invoicing clients as required.
Financial Accounts
Restorx Services
04.2021 - 09.2021
- Managed accounts receivable and payable processes including invoicing clients for services rendered.
- Assisted with monthly invoicing for clients and tracked payment status.
- Maintained accurate records of all project expenses in order to facilitate timely invoicing and payments.
- Worked closely with sales team to ensure accurate invoicing information was provided to customers in a timely manner.
- Researched complex billing issues and provided solutions to resolve disputes.
- Collaborated with team members to meet or exceed collection goals.
Office Assistant/Bookings Assistant
Restorx Services
02.2020 - 04.2021
- Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.
- Performed data entry tasks into various computer systems accurately and efficiently.
- Supported bookkeeping tasks such as invoicing and expense tracking.
- Managed daily office operations and maintained a clean and efficient workspace.
- Set and confirmed customer appointments.
Administration
Arden Building Maintenance
11.2018 - 08.2019
- Assisted in accounts receivable, payable and general ledger activities.
- Provided administrative support to the accounting department as required, including accounts receivable, payable, and general ledger activities through MYOB.
- Performed data entry tasks into various databases as requested.
- Performed various administrative tasks including filing, scanning, data entry.
- Developed and maintained scheduling procedures to ensure timely completion of projects.
- Maintained accurate records of all tasks completed by the team.
- Assigned tasks to appropriate personnel based on their skill level and availability.
- Communicated schedule changes effectively throughout the organisation when necessary.
Education
Certificate III -
Dental Assisting
01.2008
IICRC Water Restoration Technician -
IICRC
Skills
- Project Planning
- Effective Communication
- Analytical Problem-Solving
- Claims Analysis
- Account Reconciliation
- Customer Complaint Resolution
- Collaborative Team Management
- Adaptable Work Style
- MYOB experience
- Budget Management
- Sales Forecasting
References
- Jan Holtzhausen, Business Unit Manager, Restorx Services, 0429 374 960
- Briahna Massih, Project Manager, Arden Building Maintenance, 0422 575 013
Timeline
Major Loss Desktop Supervisor
Restorx Services
04.2024 - Current
Major Loss Senior File Manager
Restorx Services
09.2021 - 04.2024
Financial Accounts
Restorx Services
04.2021 - 09.2021
Office Assistant/Bookings Assistant
Restorx Services
02.2020 - 04.2021
Administration
Arden Building Maintenance
11.2018 - 08.2019
Certificate III -
Dental Assisting
IICRC Water Restoration Technician -
IICRC
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