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Work Background
Schultdigital Pty LtdFounder & Business Operations Consultant
Sep. 2024RemoteI help online coaches and creative business owners streamline the back end of their businesses through bookkeeping support, system setups, and operations consulting. • Set up and manage tools like Dubsado, QuickBooks, ClickUp, Zoho, Trello, Canva • Create custom financial tracking templates and client onboarding systems • Provide light business operations audits and VIP sprint setups • Offer 1:1 support to solopreneurs needing help with digital admin and growth Current focus: Building digital products (trackers, templates), creating operations sprint offers, and offering backend audits to entrepreneurs who are ready to scale sustainably.
Discovery LimitedBilling Admin and Finance Admin Teamleader
Apr. 2023Promoted to lead a team of 14 within the Billing Services division, responsible for premium reconciliation, account oversight, escalated client resolution, and internal compliance. • Lead day-to-day operations while coaching team members for growth and performance • Manage service delivery for high-volume corporate accounts and stakeholder queries • Partner with HR to hire, train, and develop staff • Resolve complex billing and financial discrepancies with precision and care • Introduced AI tools and internal SOP improvements to increase efficiency • Maintained strong team morale and staff sentiment during remote transitions
Discovery LimitedBilling Specialist ( corporate account manager)
Oct. 2020 - Mar. 2023Effectively manage a portfolio of clients. Action all pre-billing exception reports. Facilitate the distribution of billing statements. Ensure that all premiums are received on a monthly basis Follow-up all received contributions through age analysis Apply credit control procedures in terms of suspensions and lapses if payment is not received Reconcile contributions received Ensure that all payment differences are adjusted and resolved with employers Ensure that all reconciliations received and differences communicated are saved on system Improve service delivered by the Billing Services environment to all the Discovery clients Communicate effectively to all Discovery clients and stakeholders about Billing issues Adhere to standard operating procedures and/or laid down policies and procedures Ensure compliance with all relevant Billing Services environment policies. Ensure that SLA is reached. Ensure that QA criteria are met.
Discovery LimitedCustomer Service Consultant (client service)
Feb. 2020 - Jul. 2020Secondment in client service for members with certain medical schemes being administrated by Discovery health. Contingency*
Discovery LimitedCustomer Service Consultant
Aug. 2019 - Sep. 2020In specialist department... Working with Health partners. Benefit confirmations, claims queries as well as any practice maintenance. Discovery as well as all other medical schemes administered by Discovery health.
MetropolitanFinancial Advisor
Feb. 2019 - Jul. 2019
Capitec BankDocument Specialist
Oct. 2017 - Dec. 2018bellvilleNTHP loan assessment Regular Document Quality Check Reporting any fraudulence to management Point out fraudulent patterns in: Bank statements, Pay slips, company document etc. Internal Department and Management meetings Data Capturing Internal Branch Loans Assessments
Capitec BankService Consultant
Aug. 2014 - Oct. 2017durbanvilleNTHP checks for loan applications Over-looking staff work General Client Enquiries Telephonic Enquiries as well as on the floor enquiries Teller Processing money deposits Telling of cash Bank Account Migration Including Salaries Debit orders Loans and fixed term plans Quality checks according to the FICA and NCR guidelines Minor staff training FICA and NCR guidelines for documentation Bank internal policies How to lower the error rate in branch Telemarketing Bank products and usage guidance Collection of bad debt Up and Cross sell banking products including loans, banking apps, fix term saving plans, credit cards etc.
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