Insurance Executive in the Technical & Underwriting Department
Alliance Insurance
Total des années d'expérience :18 years, 2 Mois
• Assessing background information on the client
• Studying insurance proposals
• Calculating the risk
• Deciding how much should be paid out
• Liaising with professionals and specialists to help judge risk assessment
• Selecting appropriate and competitive premiums based on information and judgment
• Writing policies and adding specific conditions when required
• Deciding whether the risk should be shared with a re-insurer
• Negotiating terms
• studying various insurance proposals.
• Gathering and assessing background information.
• calculating possible risk and deciding how much individuals or organizations should pay for insurance (the premium).
• deciding whether the risk should be shared with a re-insurer.
• computing results for appropriate premiums using actuarial information, other statistics and own judgment.
• negotiating terms with policyholders or their brokers.
• ensuring that premiums are competitive.
• specifying conditions to be imposed on different types of policies, for example, asking that a property owner install a security alarm.
• negotiating with brokers and drawing up contracts.
• Issuing policies.
• keeping detailed records of policies underwritten and decisions made.
• Prepare, analyses and inform management and all staff about all market news
• Managing and handling all big Accounts for all daily transactions.
• Follow up on the customers for deals printing with us such as commissions/document… etc.
• Presented service for different customers such as registration fees/commission trading of shares.
• Receiving the transfer deeds from customers along with certificates/allotment letters/Power of Attorney/copy of family book by stamp original seen and source document.
• Reviewed the transfer deeds and the attached documents as well as approval by our legal advisor or has the legal authority and filling the no. of certificates/allotment letter /no. of shares and write the registration fees along with respective account.
• Prepare the slip deposit chq/cash for customers to be paid at DCMG teller.
• Visit the VIP customers to take the signature for a new account opening with DFM.& ADSM
• Replying customer’s inquiries regarding share trading/registrar
Managing VIP customer’s portfolios on daily basis.
Preparing market plans for clients.
Managing Customer Service Department.
Maintaining a very good relationship with ADIFS clients.
Performing presentations to potential clients about the firm & its service; highlighting the privileges of the department.
Active & constant coordination with UAE financial markets
Preparing financial analyses and updating the management members of all market news
Following up the liability of several customers.
Attracting new VIP accounts through good relations & present meeting with high profile potential clients
Generating daily report (trades values, trades volume, client's trades, closing rates, O.D reports)