Insurance Broker Coordinator
United Insurance Company
Total des années d'expérience :17 years, 7 Mois
o Writing quotes and negotiating the terms with brokers and clients
o Preparing insurance policy terms and conditions
o Coordinate with the brokers on policy renewal, claims, quotation and other information related to the client for the issuance of insurance policy.
o Prepare and maintain claims, underwriting and re-insurance records in a systematic manner to ensure efficient reference and prompt retrieval as required.
o Provide support in evaluating and assessing risks and properly evaluating proposals.
o Prepare monthly and computerized reports which will assist the management in effectively meeting the company's objectives
o Organize and maintain all computerized and manual records to ensure smooth flow of work
o Keep informed on all matters related to data processing as well as relevant information related to the various classes of business being handled by the company.
o Attracts potential customers by answering product and service questions; suggesting information about other products and services.
o Opens customer accounts by recording account information.
o Maintains customer records by updating account information.
o Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.
o Maintains financial accounts by processing customer adjustments.
o Recommends potential products or services to management by collecting customer information and analyzing customer needs.
o Prepares product or service reports by collecting and analyzing customer information.
o Contributes to team effort by accomplishing related results as needed
o Obtains client information by answering telephone calls; interviewing clients; verifying information.
o Determines eligibility by comparing client information to requirements.
o Establishes policies by entering client information; confirming pricing.
o Informs clients by explaining procedures; answering questions; providing information.
o Maintains communication equipment by reporting problems.
o Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures.
o Updates job knowledge by studying new product descriptions; participating in educational opportunities.
o Accomplishes sales and organization mission by completing related results as needed.
Responsibilities
o Devising and maintaining office systems
o using content management systems to Post and update Jobs into the Companies websites
o sorting and distributing incoming post and organizing and sending outgoing post
o Edit candidates C.v's refereed by consultants to make preferred details easy to point out.
o Handling client enquiries and and Assist on Companies recruitment procedures.
o Answering telephone calls
o Maintaining diaries
o Arranging appointments
o Taking messages
o typing and word processing
o Filing
o Organising and servicing meetings (producing agendas and taking minutes)
o Managing databases
o Prioritising workloads
Achievement
o Interpersonal skills and Team working skills
o Organisational skills
o Negotiation skills
o Communication skills
o MS office Skills
Responsibilities
o Handling correspondence
o Co-ordinating mail-shots and similar publicity tasks
o Staff Training. Ensure the Team is updated on the new launches and Train them on them.
o Stock control, Incharge of all incoming and out going stock
o Brand control
o In charge of Customer service for the Store
o In charge of Achieving Store target
Achievements
o Handled the Responsibility of a Whole New Showroom,
o Able to Handle Customers Complain and solve it as soon as Possible.
o Could Ensure the Store Reached its Monthly Target.
o Handled all the Legal Documents of the Store.
Responsibilities
o Greet customers and ascertain what each customer needs.
o Describe merchandise and explain use, operation and care to customers.
o Arrange and display merchandise to promote sales.
o Preserving customer service standards an Achieving set targets.
o Supporting Team Members and Representing the Company.
o Receiving incoming Email and Answering out going Emails from Top Management
o Customer services
o Handling client enquiries and Maintaining databases
Achievements
o I am able to operate the cash register, count money, and make deposits.
o I also have the ability to handle personal targets, demonstrate drive and initiate to attain them.
o I can handle customer complains in a very professional manner.
o I have excellent interpersonal skills, confident and enthusiastic
Responsibilities
o Answer calls professionally
o Respond to customer inquiries
o Research required information using available resources
o Handle and resolve customer complaints
o Provide customers with product and service information
o Enter customer information
o Process orders, forms and applications
o Identify and escalate priority issues
o Route calls to appropriate resource
o Follow up customer calls where necessary
o Complete call logs.
Achievements
o Proficient in relevant computer applications
o Good keyboard skills
o Knowledge of sales principles and methods
o Knowledge of customer service principles and practices
o Knowledge of call center telephony and technology
o Sales experience.
Responsibilities
o Preparing Monthly Pay Roll for Approximately 200 Employees.
o Provide secretarial services like taking dictation, preparing letters and reports and other correspondence.
o Maintain contact data and maintain up-to-date information.
o Additional duties involve attending to telephone calls and travel arrangements.
o Sorting and distributing incoming posts and organising and sending outgoing posts.
o Prepared monthly closing entries for cash book.
o Preparing annual reports for VAT returns such as P&L and Balance Sheet.
Achievements
o I have been able to prepare Monthly Payroll, Prepare annual reports for VAT, Receive and screen incoming mails,
o Maintain contact data and maintain up-to-date information
Responsibilities:
o Attend to customers call and assist their needs.
o Book customers’ required materials.
o Follow up customers’ production status.
o Managing and Maintaining Budgets.
o Ordering and Maintaining equipment Supplies
o Receiving incoming Email and Answering out going Emails
Achievements
o Expert in Software Packages, E.g. Word, Excel and PowerPoint.
o Excellent communication skills - all types of correspondence.
o Sales coordination.
Principles of Business Law, Managerial Accounting, Corporate Strategy and Planning, Quantitative Methods for Business Management.
Financial Accounting, Human Resource Management, Strategic Human Resource Management. Strategic Marketing Management, Marketing Policy, Planning and Communication.
Kenya Certificate of Secondary Education. Earned Certificates of participation in Arabic interschool competitions
