finacial consultant
Ace Life
Total years of experience :3 years, 3 Months
• Calculate premiums and establish payment method.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program
- Welcoming guests on arrival.
- Handling the scheduling of booking.
- Check-in and check-out rooms and has the full product knowledge to answer all requests from guests
- Accept and confirm reservations.
- Dealing with reservations by phone, e-mail, and face-to-face.
- Dealing with special requests from guests.
- Answering telephone calls (internal & external) according to the standard. Respond for guest services hot lines.
- Manage all the complaints and resolve them as soon as possible
- Updating in-house list on regular basis.
- Coordinate with housekeeping staff and monitor room occupancy and room availability.
- Assist guests and escort them to the room and give a personalize services to VIP guests..
- Assist guests’ in storing valuables in secure deposit box - Liaise with other departments of hotel
- Handle payments through cash and credit cards.
- Prepare, examine, and analyze accounting records, financial statements, and other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards.
- Compute taxes owed and prepare tax returns, ensuring compliance with payment, reporting and other tax requirements.
- Analyze business operations, trends, costs, revenues, financial commitments, and obligations.
- Establish tables of accounts, and assign entries to proper accounts
- Develop, maintain, and analyze budgets, preparing periodic reports that compare budgeted costs to actual costs.