Jason May's curriculum vitae summarizes his personal details, education history, qualifications, and work experience in the insurance and financial industries. He has over 5 years of experience in client service, claims administration, and quality assurance roles. His most recent role is as a Quality Assurance Agent for Legal and Tax, where he monitors calls for compliance and provides coaching. He lists strong computer skills and references from previous employers.

1. Curriculum Vitae
Of
Jason May
Commitment Experience
Passion and
dedication
People and Customer
Relationships
Excellence Growth and Development

2. 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

3. 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

4. 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