Portfolio Administrator
6 months ago
PA responsibilities.
Financial Adjustments that need to be made - liaise with FC. i.e any expenditure made by trustees which need to be refunded.
Invoices - loading of all monthly invoices, new creditors (request and follow up with bank confirmation letter)
Send out notices for all meetings
Puts together a minute template with the agenda for Maintenance - handles everything to do with burst pipes and calling municipality, lights, burst geysers and insurance etc
For insurance claims the following are now required before any claim is sent to STinsure.
Geyser claims
Load onto Solver website so that claim pulls through to smartsheet.
Request a COC for all geyser replacements.
Ensure that serial numbers of the later and new geyser reflect on the invoice.
Invoice must have an invoice number otherwise it cannot be loaded.
Claims submitted with a “quote” instead of an invoice are not accepted by the insurer.
Resultant damage
Ensure that prior to submitting this type of claim, they have a report from the contractor who will invoice for the work that needs to be completed. If there is extreme damage, insurers require an assessor’s report to be submitted with the claim.
Photographs are a requirement for all resultant damage.
Theft
**In all cases of theft, insurers require**:
- A police case number
CCTV footage (if available) especially in the common property
Photos of damage incurred
A claim will not be accepted or processed unless the above is attached.
Anything else that insurers request pertaining to any of the above claims.
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