Technical Executive
Al Nabooda Insurance Brokers
Total years of experience :3 years, 9 Months
Underwriting- Group medical insurance
Collecting background information and assessments of risk for prospective clients
Coordinating and negotiating with various Insurers for suitable plans as per the client’s needs and budget
Examining insurance proposals
Comparing quotes and negotiating the terms with Insurance Companies
Assisting the clients and individuals in choosing the best suitable medical insurance cover
Assisting clients by providing information about their cover
Processing of medical insurance for new and existing group clients
Booking the policies and endorsements in the CRM system
Responsible for charging and refunding correct premiums to client
Key Point of Contact for a major client: processing endorsements, arranging health camps for their
various offices, ensuring smooth claims processing.
Assuring the best services to clients at any point of time
Worked along with the sales team to help them secure the client
Assisted walk-in clients in choosing the best suitable plan based on their needs
Prepared account vouchers
Handled the petty cash
Customer Service- Liaised with both the parties i.e. Importers and Exporters
Provided effective administrative support to the Director
-