Financial Advisor
Prudential Life Insurance Company Indonesia
Total years of experience :18 years, 1 Months
I have achieved Gold Manager rank.
While I worked as an agent, I have to manage time properly to clients including responsibilities for :
● Increased client retention through loyalty rewards and incentivisation programmes.
● Responded quickly to client requests with excellent systems knowledge.
● Liaised with customers and answered queries through email, webchat and phone.
● Managed client insurance onboarding by enrolling
customers onto plans and sending contracts as needed.
● Processed client paperwork to calculate premiums and enroll in insurance plans.
● Analyzed customer needs and provided the best options, upselling products and services.
● Increased data collection accuracy by recording client account information with zero discrepancies.
● Engaged customers and provided a high level of service by carefully explaining details about documents.
● Skilfully and patiently explained coverage options to
potential policyholders, answering any questions or
concerns.
● Continually improved office operations by maintaining records, tracking data and promoting internal communications.
● Diligently filed and followed up on third party claims.
● Drove insurance sales through partnerships with financial advisors, manager's agency and development of new clientele.
As a manager accountant who was entrusted by the company in carrying out my task, I was assisted by 10 account clerks to carry out accounting tasks including responsibilities for;
● Checking all recapitulation of purchase invoices that are sent by the department of warehouse and transaction journals recorded by account clerks.
● Supervise 10 account clerks to assist process invoice coding and posting journal entries into the pronto software program properly.
● Prepare payment to suppliers for billing invoices that will be due and pick up the phone for each supplier who will collect payment and make an appointment when the payment process will be carried out.
● Create a payment schedule report to the financial controller who's planning to release the payment.
● Organized inventory control to all branch stores uses manual and computerized systems and preparing recapitulation inventory stock reports as well.
● Create a weekly wages payroll report for staff employees especially for shop workers and count tax amount each payslip, then create it into a tax report.
● Print reports on all general ledgers to check more thoroughly before proceeding to the profit and loss report and balance sheet.
● Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems.
● Reconcile accounts, post journal entries, prepare trial balance of books, prepare tax return, prepare financial accounting reports and bank reconciliation.
● Calculate and prepare cheques for payroll.
● The company was using a pronto software program to carry out its business activities.
I have completed a research at a Wood Product industry during study with the book title : "The analysis of Setting Production Cost By Means Based On Costing Method At PT Wana Bangun Agung Pontianak".
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