Underwriting
Dana Insurance Brokers LLC
Total years of experience :17 years, 4 Months
▪ Answer e-mail / Telephone inquiries ▪ Communicate with clients by telephone; email, or in person ▪ Responsible for issuance of online individual medical quotations and issuance of online individual Medical Policy ▪ Prepare insurance proposals / quotations, and coordinate with the insurance companies for individual medical and Group Medical ▪ Responsible for notifying clients on renewal of their medical policies (Individual Medical and Group Medical) ▪ Responsible of addition and deletion of Medical Policy ▪ Responsible for issuing motor quotations & Policy in the absent of Motor Underwriting ▪ Responsible for issuing online Group Medical Proposal & Group Medical Policy ▪ Accountable for requesting payment for clients / companies. ▪ Responsible for negotiations for competitive premium for individual motor.
Answer e-mail / Telephone inquiries
Responsible for issuing online motor quotations and Individual Medical quotations
Prepare insurance proposals / quotations, and coordinate with the insurance companies particularly for motor insurance, travel insurance and individual medical.
Responsible for issuing online policy particularly in Motor Insurance and Travel Insurance
To canvass prospective suppliers and gather quotations for competitive prices of office supplies.
Responsible for notifying clients on renewal of their medical policies and motor policies.
Communicate with clients by telephone; email or in person
Screen and refer incoming calls.
Responsible for sorting incoming and outgoing documents.
Responsible for Motor Claims and Individual Medical Claims
Meeting potential clients.
Responsible for all secretarial functions such as typing, filing, faxing, sorting of office correspondences.
Organize my superior’s diary with insurance and other company guests.
Answers e-mail / Telephone inquiries
Attending trainings regarding motor quotation and motor policy.
Responsible for issuing online Motor quotation and Individual Medical quotation
Prepared insurance proposal / quotation, and coordinate with the insurance companies particularly for motor insurance, travel insurance and individual medical.
Responsible for issuing online policy particularly in Motor Insurance and Travel Insurance
To canvass prospective suppliers and gather quotations for competitive prices for office supplies.
Responsible for notification of the client for renewal of medical policy and motor policy
Communicate with client thru a Varity of means-by telephone; email, fax or in person
Screen and refer incoming calls.
Responsible for incoming and outgoing documents.
Responsible for Motor Claims and Individual Medical Claims
Responsible for all secretarial functions such as typing, filing, faxing of P.O. and sorting of office correspondences.
Answers e-mail
Carrying out all general daily office duties
Organize my superior’s diary with suppliers and other company guests.
Screen and refer incoming calls for the Purchasing Manager
Reliever of the VP’s Materials & IT’s Secretary during her absence
Responsible for compiling all documents such as PO and Suppliers profile.
Responsible for registration of new suppliers using Vantage.
Responsible for updating suppliers list.
Arrange Duty Managers Roster
Co-ordinate with other departments
Sort incoming and outgoing correspondences of Purchasing Department
Take Minutes of the Meetings
To coordinate actions with concerned departments on all Human Resource activities, such as interviews, recruitment, arrivals and orientation of new staff, arrangement of staff accommodation, transfers, staff benefits, etc.
To assist the HR Manager for submission of monthly turnover/movement report and on day-to-day HR operations.
Responsible for compiling all documents of successful candidates for contract preparation and visa processing.
Responsible in interviewing job candidates over the phone
Responsible for the vacation records of staff
To arrange Duty Managers Roster
Coordination to all Department Managers
Responsible for all secretarial functions such as typing, filing and sorting of office correspondences.
To prepare Purchase Requests and LPO for the Executive Office
To answer e-mail hotel enquiries
Carrying out all general daily office duties
Takes Minutes of the meeting
To organize my superior’s diary with clients and other company guests.
To arrange visa requests for guests
To make travel arrangements
To screen and refer incoming call for the executive office
To ensure smooth functioning of all administrative requirements for the executive office
To prepare presentation of flyers/leaflets for the F&B Department.
Responsible for all secretarial functions such as typing, filing and sorting of office correspondences.
Take Minutes of the company meetings
Arrange ticket reservation and confirmation of flight for the C.E.O and other employees
Arrange hotel reservation inbound and outbound for the C.E.O. Other employees and company’s guests. (Travel schedule and itinerary and social arrangements)
Canvassed prospective suppliers and gather quotations for competitive prices for office equipment, store equipment and Vehicles.
Prepares Purchase Requests and LPO for the C.E.O.
Organize my superior’s diary with clients and other company guests.
Assist to coordinate company's exhibitions
Answers e-mail enquiries
Updating the customer mailing list.