CRO (Distribution & Key accounts), Medical U.W - DHA
RAK NATIONAL INSURANCE COMPANY
Total des années d'expérience :12 years, 4 Mois
Client Relationship officer (Distribution & Key accounts), Customer services, Brokers department & Direct sales DHA (Medical underwriting), DHA (Dubai health authority) road show & DED (Dubai Economic Development) Rak insurance Project.
Handling all administrative tasks associated with different insurance inquiries.
Providing customer support to all walk in clients and brokers.
Preparing new motor & Medical quotations for corporate and individual clients Confer with clients to obtain and provide information when claims are made on a policy.
Keeping liaison with TPA for issuance of medical insurance card and providing it to brokers and customers.
Handling DED (Dubai economic development), DHA medical insurance project for groups and individuals, representing RAK insurance.
Uploading the data on Neuron portal.
Issuing the medical policies on NEURON/ TPA system and activating the emirates id with health insurance plans for the customers.
Issuing the medical policies for RAK insurance in ESKADENIA system.
Issuing receipts against the payment of policies for different accounts in ESKADENIA.
Dealing with different types of brokers, placing business with us and assisting them according to their needs and requirements.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Managing road shows conducted by DHA (Dubai health authority) and represent my company there.
Issuing medical policies on road show at spot and activating emirates I.D of clients.
Issuing certificates of insurance, certificate of continuity, travel certificate and JAFZA certificates.
Opening an accounts on ESKA system for different customers to issue different policies.
Issuing SOA for different clients periodically.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Creating DHA medical insurance quotes on ESKA for different brokers and direct sales clients.
Sell various types of insurance policies to businesses and individuals, including automobile, fire, group life, property and group medical insurance.
Calculating the risk.
Assessing background information of the client.
Making it sure that all the process from inception till end goes smooth and customer should get good experience in placing business with company.
Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
Confer with clients to obtain and provide information when claims are made on a policy.
Develop marketing strategies to compete with other individuals or companies who sell insurance.
Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
Perform administrative tasks, such as maintaining records and handling policy renewals.
Sell various types of insurance policies to businesses and individuals, including automobile, fire, group life, property and group medical insurance.
Handling all administrative tasks associated with the Motor Underwriting Department
Preparing new motor quotations and renewal quotations for corporate and individual clients
Policy, contract, and cover-note documentation preparation where required
Visual inspection of motor vehicles
Attending to ‘walk in’ customers
Midterm additions and deletions to fleet policies
Receiving enquires from brokers and financing companies
Direct marketing through individuals and agencies
Business development and co-ordination between all parties to the contract
Preparing data reports for management and general office duties
Assessing background information on the client
Calculating the risk
Deciding how much should be the premium.
Liaising with professionals and specialists to help judge risk assessment
Handling all administrative tasks associated with the Motor Underwriting Department
Preparing new motor quotations and renewal quotations for corporate and individual clients
Policy, contract, and cover-note documentation preparation where required
Visual inspection of motor vehicles
Attending to ‘walk in’ customers
Midterm additions and deletions to fleet policies
Receiving enquires from brokers and financing companies
Direct marketing through individuals and agencies
Business development and co-ordination between all parties to the contract
Preparing data reports for management and general office duties
Assessing background information on the client
Calculating the risk
Deciding how much should be the premium.
Liaising with professionals and specialists to help judge risk assessment
i have completed my course work of MBA equals to M.Phil from university of Punjab. Lahore.
Majors were Journalism and Education