Executive Senior Business Manager/Chief Business Manager
Efu Life Assurance Ltd
Total years of experience :26 years, 4 Months
To assist in preparing and finalizing the account of the Company.
•Performed accounting work, including audit, analysis and verifications of fiscal records and reports.
•Reconciled monthly accounts payables and receivables.
•Maintaining books of General Ledger, Cash Book, Debtor & Creditor.
•Maintaining stores ledger ensuring accounting of receipts & issues every month in quantity & value, evaluating input cost increases as compared to budget rates.
•Classifying & codifying stores spares cost center, vendor, A/C Heads.
•To prepare monthly Bank Reconciliation, Salaries & Wages Calculation etc.
Provides service to clients' changing insurance needs by selling life, health, and disability insurance.
•Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
•Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings.
•Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
•Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
•Obtains underwriting approval by completing application for coverage.
•Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
•Provides death benefits by delivering policy proceeds; reassessing client needs.
•Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
•Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
Educational Qualification: