Senior Officer ( Insurance Services & Contract reviewing)
Saudi Orix Leasing Co.
Total years of experience :16 years, 3 Months
To receive and check documents from clients in accordance with requirements of insurance company to lodge an insurance claim and inform clients for any missing document or additional requirements in an efficient and timely manner.
To record all the claims in SOLC’s system and submit claim documents to insurance company To monitor the status of pending claims and ensure efficient settlement through follow-up with claim department of insurance company, Loss adjusters, Surveyors and Agency Representative
To draft letters and prepare documents for clients including Claim letters, Settlement offers, Transfer letters, Asset replacement Form, Claim Refund forms, ALV’s for Total loss claims and Cancellation for Total loss Claims etc.
Scrutiny of monthly statement of account for identification of third party claims charged to ORIX and recording thereof in SOLC’s system to ensure recovery from clients
To ensure that all recoveries charged to ORIX have been debited to client by preparing monthly reconciliation of recoveries
Addition & Deletion of Ins. Cert.
Submitting Ins. Cert. to client.
Follow up with client in order to collect all required doc. In case of claims or |Insurance.
• Deal with daily collection transaction (Cash, CHQs, Transfers) from Agents, Brokers, Salesmen& Individual
• Preparing manual & automatic receipt reconciliation, Monitoring cash flow, filling, etc.
• Dealing with daily finance transaction, collecting (Cash, CHQs, Transfers) from individual, brokers& salesmen personal line & point of sale
• Preparing manual & systematic receipts
• Send invoices to client, allocate amounts
• following up un allocated amount with brokers & clients
• Preparing all Bank transaction (transfers, CHQ demand, deposit, stop payment) responsible about the company safe & make payment for third party & policy refund for client, NAJM, agencies & workshop.
• Dealing with daily claims transaction
• Receiving & checking third party & on damage claims documents
• Registering claim at system, follow up with workshops & agencies,
• Survey vehicle, prepare repair approval, total loss offers, payments order
• Registering NAJM fees at system, following up recoveries amount with other insurance co., negotiating with third party on Claim Settlement to reduce Claim amount
• Following with finance Dept. to issue TP & OD CHQs.