Jimmy Jamal

Coordinated meetings with current and prospective clients to identify suitable insurance packages. Conducted “Financial Need Analysis” meetings for capturing all client requirements and needs (followed-up with clients). Presented and prepared training for new joiners focusing on organizing and updating portfolio, filling formal and legal paper work. Supported new consultants by shadowing them in their meetings for additional technical or client support. Processed client’s valid insurance claims. Built rapport with customers to ensure high quality deliverable and customer experience.

Supervised daily shift process ensuring all team members adhere to standard operating procedures and are attentive to guests. Trained and directed the work flow and processes of the front desk to insure operational efficiency. Allocated rooms to expected arrivals after checking the guests preferences and special requests. Received office supplies and hotel equipment by verifying and signing invoices accordingly. Performed data entry, light bookkeeping, daily billings, invoicing, and inventory control. Prepared and analyzed multiple vendor invoices for monthly payment to maintain a balanced accounting record. Managed accounts receivables and accounts payables as needed.

Assisted the finance department in processing financial reports, analyzing account statements, releasing invoices, bank reconciliations, trial balance, salaries and conducting tax audits. Contributed ideas/opinions, listened/responded to other team members' views. Shared knowledge with assurance team members, and enhanced service delivery. Participated at the daily data entry tasks with the accountants. Successfully completed the declaration of 2 companies.

Help customers identify and purchase products they desire. Sales assistant
duties include selling, restocking and merchandising.