Insurance Consultant
Alliance Insurance
مجموع سنوات الخبرة :14 years, 9 أشهر
Meet my clients to gather information, assessing their insurance needs and risk profile.
Research insurance companies' policies and negotiate with underwriters to find the most suitable insurance for the client at the best price.
Make sure that my clients understand the terms and the extent of the cover provided in line with industry regulations.
Arrange specialised types of insurance cover in complex cases that may involve preparing reports for insurance underwriters, surveyors and negotiating with insurers.
Keep detailed records and complete administrative tasks such as paperwork and correspondence.
Contacting the clients to get their financial statements and gather other general information.
Analysing, assessing and interpreting complicated financial information.
Often do client visits to get in-depth information about them.
Keeping company credit exposures within set risk bearing limits.
Keeping knowledge of key issues up-to-date (like legal market risk & compliance issues).
Help in enhancing the quality of credit applications by prompt reporting and market updates.
Making recommendations about procedures/policies and changes.
Assist underwriters by drafting the decisions and enhancing the risk underwriting.
Anticipate Study &Analyze market trends and customer behavior.
Managing Key Accounts for the Company.
Having to make decisions as to whether to offer credit to a client.
Arranging the terms and conditions for any financial agreements.
Understand the client requirement and suggest the best feasible solutions available.
Involve in the re-negotiation of the agreements.
Ensuring any payments are made on time.
Coordinating/negotiating with suppliers, dealers on delivery and payment terms.
Manipulating data on excel and running age debt reports.
Visiting customers and travelling to business meetings.
MBA