Associate, Business Process and Sr.Broker Relationship – Retail, UAE
Qatar Insurance Company
Total years of experience :13 years, 10 Months
- Managing relationships with existing direct clientele/brokers (International & local) and handling almost 20+ broker account.
- Drive budget revenue and margin targets within budgeted cost limits across the assigned territory.
- Retaining existing brokers and business as well as new business by Visiting potential clients and assessing all lines insurance requirements.
- Admirable experience overseeing business processes in a variety of work environments.
- Proactively assist in the marketing of products and services to existing and potential customers to increase sales volume and profitability, and to achieve or exceed set goals.
- Analyzing QIC retail performance for premium & Loss ratio reports on monthly basis & Decline excessive risks
- Creating affinity channels to extend products and implementing marketing and advertising campaigns.
- Managing accounts throughout the year, helping with claims, pre-approval, adding/removing members. Negotiating fair renewal terms from Insurers on the behalf of the client to ensure clients renew with their current plan.
- Build and maintain ongoing relationships with brokers to build strong business relationships with key customers
- Assisting with event planning and roadshow activities & execute direct marketing campaigns
- Providing executive level administrative management and project support.
- Planned and supervised all personal travel arrangements including: air travel, ground transportation, and accommodations
- Responsible in preparing confidential documents and to make the best use of his time through excellent secretarial and administrative skills.
- Prepares Meetings, and taking minutes in various meetings chaired by The MD.
- Prioritizing and organizing workloads bases on the MD Needs while maintaining confidentiality.
- Keep a pulse on the status of organizational initiatives and internal / external projects & gathering updated information.
- Relay directives, instructions and assignment to executives.
- Helps the department heads to identify sources of waste and inefficiency to help contain the costs of the HealthCare delivery.
- Adheres to department and organization-wide policies and procedures.
- Responsible for proper coordination between the sales team, ENBD branches (99 branch) and Operation department of the bank for error free submission and processing of application forms from the personal banking.
- Make proactive outbound calls to customers that may be experiencing issues or may be considering changing provider
- Maintaining first class product knowledge to provide a suitable tailored solution to ensure customer sales and retention.
- Maintaining first class product knowledge to provide a suitable tailored solution to ensure customer sales and retention.
- Drive the sales process and acquisition of new business thorough different distribution channels
- Promptly communicate and liaise with the branches to obtain the further requirements as and when raised by the underwriting department for faster issuance and lesser TAT Support the Sales Team with all adequate information required for proper documentation of the cases Ensure all applications from the branches are in order with all necessary documents for submission to Operation.
- Support the Sales Team with all adequate information required for proper documentation of the cases.
- Prepare MIS on a daily basis on submission and discrepancies (returned applications) and track issuance on a daily basis.
- Develop communication with the PBAs at the branches as the one-point contact for any assistance in form filling and the documents to be attached with.
- Guide the PBAs in preparing the formats for obtaining approvals for high-risk nationals and compliance approvals before sending the form to IPP.
- Coordinate between customer needs and department’s provided services
- Prepare and issue sales quotations for corporate companies
- To prepare the call back verification form and send it to CCO and follow up with CCO for timely call verifications.
- Follow-up on additional Underwriting requirements & Push the production.
- Maintain complete updated sales records, data and pricing in the system.
- Organize Meetings, Trainings and conferences on-Site and Off-Site,
- Coordinate work with different stakeholders like Finance, Customer Service, and Logistics.
- Preparing memos, correspondence, spreadsheets and presentations.
- Accumulation and processing of complex data.
- Keeping clients informed on regular basis with and guide them to the right information pertaining to products & applications.
- Ability to provide customers effective direction and supervision in line with company policy and practice.
- Face to face interaction with the clients and cross selling other insurance products.
- Keep a pulse on the status of organizational initiatives and internal / external projects & gathering updated information
- Adheres to department and organization-wide policies and procedures.
faculty of commerce