Client Service Assoiciate
Links Insurance Brokers
Total years of experience :16 years, 1 Months
• Directs insurance negotiations, selects insurance brokers and carriers, and places insurance.
• Selects appropriate techniques and implements programs and policies to minimize loss, such as avoidance, loss prevention and reduction, retention, grouping of exposure units, and transfer.
• Appoints claims and self-insurance administrators, and allocates program costs.
• Assists with policy renewals, claims, issuance of certificates, experts. budget planning, and risk minimization programs.
• Manages insurance programs such as, surety, liability, property, group life, medical, pension, and workers' compensation.
• Handling Admin Works related to Motor Insurance
• Generating Quotes & Issuing Motor Policies to the Clients
• Follow up renewals and new queries
• Daily Visit report of marketing staff to be collected and submitted the same to Deputy General Manager- Marketing / Director Marketing
• Maintaining the customer data and follow up from time to time for appointment
• Follow up for renewal as suggested by Director - Marketing / DGM - Marketing.
• Prepare client visit schedule for management - take appointment and follow up on visits.
• Attending to customer complaints and requests.
• Maintaining files of minutes of the management meeting, marketing and OMC.
• Preparation of all quotation / placing slips correspondence, statements and reports pertaining to the marketing department.
• Preparing presentation material.
• All Support services to the marketing staff attending call for the marketing staff when they are not in the office.
• Ensuring strict adherence to system, procedure and guidelines given at all times.
• Maintaining not materialized files for next year’s follow up.
• Creating database for business materialized / not materialized on monthly basis and preparing report for management.
• Preparing marketing quotation Trails
• Maintain the appointments of directors - marketing / DGM - marketing.
• Send motor renewals notices of all sales staff to customers
• Assisting supervisors whenever necessary in the execution of any particular task
In Charge of Non Motor Insurance as well as approval and checking policies, Processing of all Documents, Correspondences and sending / replying Mails to the Clients and Head Offices, Dealing Will all Clients/ Agents and Banks for LC Purpose, Handles all Documents for all Non Motor
Coordinating with insurer requesting group medical, comparing with various other quotations and providing sales executives and clients.
In charge of non-motor.
Gathering and assessing background information
Preparing Policy for Marine and Non Motor Insurance.
Gathering information and various types of reports (e.g. medical records) from specialists
Ensuring that premiums are competitive
Keeping detailed records of policies underwritten and decisions made
Checking and Preparation of Renewal Notices for all Insured.
Dispatching Policies for all Non Motor Insurance
Computes for Refund and Additional Premium of the Client if any
Handle all incoming and outgoing mail
Receive and send fax messages
Typing all types of letters
