Accountant
Al Emadi Enterprises
Total years of experience :21 years, 9 Months
Roles and Responsibilities
• Receipt entries making in Bright system (Accounting software) on the basis of vouchers and cheque copies.
• Checking the vouchers with allied documents.
• Segregating the invoices into different heads viz building maintenance, Electrical maintenance, vehicle maintenance, furniture. Lease hold, capital expenses etc.
• MIS preparation of monthly report of expenses and the details of deviation from the budgeted figure.
Roles and Responsibilities
• Managing the overall operational activities of the entire branches (2 Hub Offices and 4 branch offices which include 6 CSEs and 3 Ops Lead) in the province.
• Compliance to Audit Requirements
• Conducting weekly training sessions to operational staffs, Sales Managers.
• Office administration, which includes, management of office stationeries, HR activities, Surrender retention, Contact updation, undelivered policies, inventory and liaison with various vendors.
• Monitoring the CSE s and Ops Lead activities on various parameters on IperT (ING Persistency Tracker)
• Logical allocation of calling data.
• Training and assisting the sales team on the target parameters in Renewal Persistency.
• To achieve regional target on Renewal Collection
• To coordinate with the team on HNI drive
• Contract suspense follow up and clearance
• Renewal Day Celebrations for enhancing the collection
• Ensuring 100% process certification for the team
• Reduce errors on New Business and Distribution Operations processing
• Achieving issuance target on New Business
• Training the process and system change
• Avoid errors in surrender process and other POS requests.
Roles and Responsibilities
• To capture, challenge and document business requirements
• To analyze the impact of requirements on existing processes and systems
• To create functional specifications that reflect requirements and comply with the overall design framework
• Liaise with development team to ensure timely and quality delivery of IT solutions
• Conduct user training, develop and maintenance of user documentations
• Ensure that user requirements are effectively and accurately communicated to the development team
• Understand the business requirements and functional specs
• Freeze the functional requirements by preparing an understanding document to the business
• Identify testing areas for basic testing, system testing, batch processing and UAT
• Responsible for updating and sign-off of the functional design document
Roles and Responsibilities
• Underwriting and Issuing the Life Insurance Policies (Both Medical and Non Medical)
• Quality control
• Regular training sessions to Team Members
• Target setting and reviewing the performance
• Adopting new strategies to handle bigger volumes within the defined time frame
• Regular Follow ups with Divisional Office and Branches
• Customer handling especially HNI
• Underwriting and Issuing the Life Insurance Policies and policy servicing
• Managed the overall operational activities of the entire branches (1 Divisional Office + 4 branch offices) in the region
• Supervising Cash collection, Maintenance of petty cash register, vouchers and banking of cash and cheque, CDA follow- up and Supervision of agency related matters and, coordination with Insurance Institute of India, licensing and commission payments
• Compliance to Audit Requirements
• Conducting weekly training sessions to operational staffs, Sales Managers and Insurance consultants
• Support and follow up of group and alternate channel
• Office administration, which includes, management of office stationary, Control of Policy stamps, revenue stamps, undelivered policies, dispatch, inventory and liaison with Post office
Customer Support Executive at Bajaj Allianz Life Insurance Co. Ltd, Trivandrum Sep 2005 to Jun 2007
Bajaj Allianz Life Insurance is a union between Allianz SE, one of the largest Insurance Company and Bajaj Fiserv. Allianz SE is a leading insurance conglomerate globally and one of the largest asset managers in the world. Allianz SE has over 119 years of financial experience and is present in over 70 countries
Roles and Responsibilities
• Agency Profile Maintenance, coordination with Insurance Institute of India, agency licensing and commission payments and commission payment related queries
• Fund switches, Withdrawals and Surrender of Unit Linked Policies
• Issuing the Life Insurance Policies
• Cash handling, Maintenance of petty cash register, vouchers and banking of cash and cheque
• Customer handling especially HNI
Roles and Responsibilities
• Preparing Management Information System reports including Profitability Break Even Sales, Budgeting etc
• Reconciliation of Debtors
• Verifying Traveling Allowance statements of field staffs
• Preparation of Books of Accounts
• Preparation of monthly and annual Sales Report