Customer Service Officer
Marsh
Total des années d'expérience :17 years, 1 Mois
Marsh is the world’s leading insurance broker and risk advisor with offices in more than 130
countries
Responsibilities:
• Maintaining a good bond with both the insurer and the clients for a long term
business relationship
• Responding to daily insurance queries and questions from clients in timely and
accurate manner.
• Review and check policies terms and conditions and take action accordingly.
• Maintaining regular insurer billing, payment follow up and allocation timely in
accurate manner.
• Compiling statistics on claims, loss ratios, and other data to develop pricing
models that determine insurance rates.
• The processing of insurance documentation in an accurate and timely manner
• Develop or modifies policy wording when standard text is not appropriate.
• Set up and maintains an efficient Efiling system for underwriting related
documents.
• Ensure the continuation of current client and business levels and increasing
business prospects for Company.
• Ensure the application of guidelines in compliance with Company rules, CCHI
and SAMA regulations;
• Gather all required information and supply it to the underwriting section in
order to develop the insurance policies as requested by clients;
• Maintaining proper tracking list of all transactions and billing.
is a fully registered Insurance and Reinsurance broker, as a joint subsidiary of Nasco
Karaoglan France and Saudi partners.
Responsibilities:
• Handling daily requests of customer request and communicating the same
with the insurer or processing through Eservice system of respective insurer.
• Submitting daily activity report on the floor to the management
• Preparing submission to underwriters and Following up the quotation process
• Administering the in-house information system and Claim co-ordination with
the client and underwriter.
• Create invoices,
Previous job Experience in India:
• Organization: Kerford Investment. (Brokerage Firm)
• Organization deals with: Spot- Forex and Bullions
• Period: November 21st
A U.S based INDIAN entity is one of the leading players in the online trading arena, has a number
of Clients in its portfolio. Kerford Investment Pvt Ltd is an introducing broker to clearing house
as well as financial service provider around the world having overall 140 branches, individuals,
providing trading facility 24-hours with minimal transaction fees.
Responsibilities:
• Forwarding Client Issues to Back Office (Dealing Desk).
• Attending to the customer with full care and leniency.
• Submitting daily activity report on the floor to the management.
• Interacting with the customers for through chatting & mails
• Maintaining the record of customer rapports.
• Sorting out the problems of the customers accordingly.
• Acknowledgement to the customers for the new upcoming changes in market.
• Bringing in Retail and Corporate clients for the branch.
• Escalate customer problems to an appropriate solution quickly and efficiently
• Identify potential clients for Sales Executives to follow up on in order to ensure
the continual profitability of the department
• Analyzing the market trends, estimating/forecasting the demand and meeting the
supplies.
• Responsible for effective resource planning and ensure equal allocation of work
and responsibilities within the team
courses: Insurance Foundation Certificate Examination -IFCE,