Appointment Scheduler
Cleveland Clinic Abu Dhabi
مجموع سنوات الخبرة :18 years, 0 أشهر
• Enter information in system for appointment scheduling, rescheduling
and cancellation
• Handle customer service associated requests, communicate
preparations and handle call backs
• Identify patients with particular needs and solve problems
accordingly
• Communicate and interact with all departments effectively and
competently
• Handle incoming requests from patients by the official website as
booking appointments, general quires, etc.
• Handle internal and external transfers and booking the appointments
in an accurate and communicating the same to all stakeholders
• Maintain confidentiality of all patients information
• Coordinating with the respective medical secretaries and analysts in
order to perform the physicians transfers in an accurate and timely
manner
Conducting pre sales, sales and post sales activities on the phone
Adequate management of customers and their expectations to ensure excellent service levels
Managing customer requests and assist them in their queries
Evaluate customer needs and requirements to offer the best product and features
Assessing customer applications and accordingly issue insurance quotations on both home insurance and motor insurance products
Following up with clients for the closure of deals on the issued quotations
Verifying and consolidating details for the issuance of policies and hence issue the policy
Manage the logistics of despatching and delivery of policies to clients
Ensure proper communication with the reinsurers and management on cases that require escalation
• Joined Abu Dhabi Finance (Mubadala) in Oct 2008.
(Oct 2008 - Present): Senior Sales Support Officer, Sales Team.
• Handling all correspondence and maintaining customer records.
• Taking, progressing and monitoring leads (Leads Management System).
• Creating loan cases using the company System “FinnOne”
• Keeping records of sales targets and actual figures and compiling them into reports for management
• Use market research information to enhance sales success.
• Pre-Scanning and documentation checking.
• Following-up till offer signing.
• Liaise with other departments within ADF for various sales activities. (Marketing, Credit, Finance, IT).
• Maintain accurate recording of data on current and potential clients, markets, developmental aspects and simultaneously prepare progress chart presentations towards Senior Management. (OBIEEE)
• Track and report on sales progress and goals. (Key Performance Indicator).
• Respond to incoming queries and leads obtained, in a timely and professional Manner.
• Joined First Gulf Bank in Jan 2006.
(Jan 2006 - Feb 2007): Sales Coordinator for National Loans
• Creating loan cases using the Bank System “GLOBUS”.
• Following-up till approval.
• Pre-Scanning and documentation checking.
• Following-up till disbursal.
• Preparing daily MIS and reports for the above.
- During that period, I was reporting to the Coordinators Team Leader.
(Feb 2007 - Sep 2008): Coordinator for the Cross Selling Team (Mortgage Loans, National Housing Loans, & National Loans).
a. Mortgage Loans:
1. Submitting cases and get approvals.
2. Acting service desk and meeting the clients.
3. Coordinating with ALICO “American Life Insurance Company” to do medicals and get Insurance certificates for the clients.
4. Preparing disbursal documents (Power of Attorney, Assignment of Sales and Purchase Agreement…).
5. Creating the Mortgage cases using “GLOBUS”.
6. Following-up till disbursal.
7. Preparing daily MIS and reports for the above.
b. National Housing Loans:
1. Coordinating with ALICO “American Life Insurance Company” to do medicals and get Insurance certificates for the clients.
2. Preparing daily MIS and reports for the above.
c. National Loans:
1. Creating loan cases using the Bank System “GLOBUS”.
2. Following-up till approval.
3. Pre-Scanning and documentation checking.
4. Following-up till disbursal.
5. Preparing daily MIS and reports for the above.
- During this period, I was reporting to the Business development Manager.