Customer Options Consultant
Zurich International Life Ltd
مجموع سنوات الخبرة :19 years, 7 أشهر
• Maintained close communications with the brokers, understanding the workings strategy of the business, and ensuring to maintain the strong and lasting relationship (Banks and Individual Financial Advisors).
• Handled and worked with a wide range of customers, satisfying their true needs by identifying and explaining all relevant options and solutions available to them.
• Guiding employees in difficult situations to find best solution in keeping with the interests of the client and the company.
• Planned and coordinated activities of employees engaged in receiving, investigating, evaluating, and settling complaints and claims of customers.
• Dealt with complex product, AML and process-related requirements and guides the customer through these making their lives as easy as possible.
• Interacted with clients in person explaining them the technical aspects of the products and visited brokers office for sharing and receiving feedbacks to improve and maintain good service.
• Implemented creative activities around the office to educate and motivate the team members, enhancing the working environment and service of all staff members.
• Prepared policy documents for clients and distributed to their respective brokers.
• Managed and organized the file records of clients & checked the invoices for third party payments
• Worked as point of contact and helped Internal / external customers with queries.
• Solid knowledge on IBM AS400, Rois, DMS & Citrix/EG applications
• Worked with the senior management during supervisor’s absence & provided weekly & monthly reports.
• Represented Records Management during presentations & DCP meetings on various occasions. .
• Cross skilled on tasks for different departments (Policy Servicing, Records Mgmt & Work Prep Team)
• Monitored quality with additional responsibility as Control Exception Officer for Records Management
3 Weeks Project (3/6/06 - 28/6/06)
Entered Customers Purchasing Information Using Microsoft Business Solution System Great Plains (MSD)
Verified & Edited Entered Data
Worked On The Finance Structures (Invoices, Debit & Credit Accounts & Distribution Data)
My Services Were Seconded By Emasco To Thuraya Telecommunication
(Temporary 2 weeks project)
Created security guard’s personal information data base using MS Excel worksheet.
Contacted other region’s branch’s for staff info.
My services were seconded by Emasco to Group 4.
Updated Customers Information Using UCI System (Unique Customer Identifier)
Supervised & Guided Group Of Over 20 Employees
Used Call Master For Outbound Calls to Contact Customers
Created, Modified and Reviewed Entered Data
Worked On Linked Accounts and Deleted Duplicate Accounts
This Project Is Carried Out For Fast & Better Way To Access Customers Accounts.
My Services Were Seconded by Emasco To Etisalat
Answered Phones, Greeted & Assisted Visitors.
Consulted & Advised Customers Of Various Nationalities.
Create and Reconfigure Customers Database.
Checked Order Forms, Confirmed & Canceled Orders.
Organizing Mailing of Monthly E-Mails
Performed a variety of technical support activities related to the IT Client Support Department.
Trouble Shooting, Physical Installation of Hardware (such as PCs, Printers, Scanners, peripherals, etc)
Prepared PCs with required hardware, software configuration, and installing / updating client software
Responded to Help Desk requests to identify and resolve hardware / software problems.
Implemented all hardware upgrades and software updates when released. Prepared Purchase Requests for all user’s hardware.
Installed, configured and implemented windows environment.
Managed data by using NTFS. Created and managing user accounts. Performed duties of backing up and restoration data. Provided network access to file resources. Ensure error and virus free backup of data on system.