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Shazia Bailey

@shaziabailey

I manage financial administration, client queries, reporting, and operational support.

I'm currently supporting Lift Legal with financial administration, debt-review client records, debit orders, invoices, budgets, legal documents, and weekly reporting. I also audit files, assist with ITC clearances and creditor correspondence, and train new recruits.

At Discovery Health, I handled medical-aid claims, payment and account queries, premium reviews, claim reprocessing, financial schedules, and operational-loss investigations. I worked closely with clients, hospitals, case managers, and internal teams to resolve queries and support compliant service delivery.

My earlier experience includes long-term insurance learnership training and health and safety administration at Coega Steels. I bring practical experience with records, reconciliation, reporting, compliance, stakeholder communication, and office operations.

Experience

Work history, roles, and key accomplishments

Current

Administrator and Financial Specialist

Current

Lift Legal

Sep 2025 - Present (1 year 1 month)

Handles document collection, record keeping, and financial administration including capturing budgets, loading debit orders, and preparing reports. Assists with client queries, ITC clearances, and the transfer process to a new debt counsellor.

Financial administration Document Management Direct Debit Mandates EFT Invoices Budgeting Reporting Client Relations ITC Clearances Debt Review Meeting Minutes Onboarding Power Of Attorney Training Stock Management

Financial and Client Services Consultant

Discovery Health

Mar 2024 - Aug 2025 (1 year 5 months)

Engaged with clients on medical aid services, claims, and benefits administration. Managed client inquiries, resolved payment and account queries, and supported financial reporting and data management.

Client Services Medical Aid Administration Claims Management Financial Reporting Data Management Compliance Operational Efficiency Claims Review Premium Reviews Meeting Scheduling SOP Review Loss Investigation ICD 10 International Benefits

Learnership in Long-term Insurance

Discovery Health

Jan 2023 - Dec 2023 (11 months)

Completed a 12-month learnership through Faisit, combining theory and practical experience. Gained foundational training in call centre operations and long-term insurance processes, and supported correspondence functions as a Call Centre Consultant Specialist Agent.

Long Term Insurance Call Centre Operations Customer Relationship Management Financial Queries Debt Audits Premium Increases Correspondence Medical Plans

Health and Safety Administrator

Coega Steels

Jun 2022 - Dec 2022 (6 months)

Ensured SHE procedures were implemented and followed, maintained onsite first aid boxes, and recorded IODs. Assisted with first aid cases and injury-on-duty reporting, and managed administrative duties related to safety documentation and compliance tracking.

HSE Procedures First aid Injury On Duty Reporting Record keeping Data Capturing Compliance Tracking Vendor Management Equipment Repair