Executive Secretary
Continental Insurance Brokers
Total years of experience :6 years, 10 Months
* Coordinate individual and corporate client servicing in General Insurance & Life Insurance
* Create Life/ Savings Insurance illustrations online as per client’s factfind and request.
* Coordinate to HO on valuations, surrenders and claims as per client’s request.
* Processing inn General Insurance (medical, motor, home, company) for group or individual
* Managing Marketing Campaigns
* Calling prospect clients and existing for possible meeting with the financial advisor
* Support in the general administration and processing of new businesses.
correspondence documents and maintain records.
* Devising and maintaining office systems and keep valuations updated.
* Responding to emails & telephone queries of the client.
* Welcome customers by greeting them with sincerity.
* Cashiering : customers paid either by CASH(foreign currencies) or CREDIT transaction.
* Merchandise products in the store shelves to ensure maximum visibility and exposure of the
products according to company’s standards.
* Participate sales promotions to increase sales target.
* Check stock levels daily and recommend orders to the store manager in order to replenish and
maintain optimum stock levels.
* Maintain clean and friendly environment of the store.
* Preparing shift and day end report of the total sales and submit it to the manager as
well as the cash and credit for verification and balancing.
* Daily and Monthly Inventory of all the products to verify stock losses.
* Managing the store in the absence of the supervisor.
* Comply with all the company policies and procedures.