Receptionist
Booz Allen Hamilton
Total years of experience :5 years, 5 Months
1. Answers/Screens all calls for the company
2. Assist in printing and binding documents.
3. Help staffs to prepare for proposals i.e. cd labels, envelope labels, scheduling driver to deliver the proposals.
4. Receive couriers for the company and distribute them to the concerned persons.
5. Schedule FedEx for packages to be sent to US or other places as required.
6. Receive fax and forward them to the concerned persons.
7. Monitor office supplies inventory and request supplies from Vendors.
8. Monitor availability of Collaboration rooms/Conference room for meeting reservations of staffs.
9. Book a car and driver for staffs as required.
1. Answers/Screens all calls for the company.
2. Greet and assist clients with their request.
3. Assist in the request of premium calculation/quotation from Insurance Companies likes AL SAGR Insurance, Al Wathba Insurance, RAK Insurance, New India Assurance, Daman, AXA.
4. Assist clients in the application/renewal of insurance.
5. Coordinates with clients and operations in the collection of payments, insurance cards, policy documents.
6. Assist in the application of new group insurance of clients with the insurance company.
7. Assist in the request for addition or deletion of members of existing insurance policy with the insurance company.
8. Assist in providing the required documents of insurance companies that should be submitted by the clients in an application.
9. Follow-ups with the insurance companies for the status of the application.
10. Release insurance policies/cards to clients.
11. Receives couriers for the company.
12. Performs other related duties as assigned by immediate superior.
13. Update in the IBS all entries done for a specific client (application/renewal/addition/deletion)
1. Answers/Screens all calls for the company and for the Managing Director.
2. Acts as the secretary of the Managing Director.
3. Maintain Filling System of the company.
4. Performs other related duties as assigned by immediate superior.
- Assist in preparing for the catalog for the upcoming auction.
- Prepare proper images to be posted to the company's website.
- Post images of the auctioned items to the website.
- Answers calls for the company.
- Other responsibilities as assigned by my superior.
Duties and Responsibilities
As a Claims Processor:
1. Receives, registers and handles claims transactions for TMD.
2. Recommends assignment to surveyor if necessary.
3. Recommends setting up of the precautionary loss reserve. Updates the reserves on need basis subject to approval of the superior.
4. Follow-ups submission of claim documents and other support documents for review and evaluation of the claims.
5. Verify policy details (endorsements/coverage/payment) through computer or Underwriting Policy File and print the corresponding Report of Claim, Verification and Assignment Slips.
6. Prepares Preliminary Loss Advice/Final Loss Advice for reinsurers.
7. Prepare Internal Large Loss Advice for claims exceeding PHP 100, 000.00 for the information of the Claims Committee. Prepares Major Loss Report for claims exceeding PHP15, 000, 000.00 for the information of TMAsia / TMCSA.
8. Evaluates and recommends claims subject to the approval of the Unit Head / Department Head or the appropriate approving office or body. This includes review of the claim documents submitted, the report of the adjusters/surveyors and the policy provisions to determine compensability of the claim and make necessary recommendation to the Unit Head on whether to settle or deny the claim.
9. Attend to inquires and follow up by claimants, their representatives, agents/brokers &/or account executives regarding the status of a claim.
10. Prepare and send letters to claimants to follow up documents and to adjusters to follow up reports and status of the claim.
11. Assist the Unit Head in the review of monthly outstanding losses and paid losses for submission to Accounting and Underwriting Departments.
12. Prepare monthly status reports of all outstanding Marine claims five (5) days before the scheduled Mancom meeting.
13. Prepares and maintains claims files.
14. Prepares Claim Check Voucher, Loss Cards, Loss Approval Slip and Request for Issuance of Check and forward same to the authorized signatories.
15. Process survey and adjuster's fee upon receipt of bills.
16. Performs other related duties as may be assigned by immediate superior
As a Recovery Assistant:
1. Assist Asset Recovery and Management / Recovery Lawyers in all aspects of claims salvage and recovery.
2. Request opinion on problem claims for unit such as Underwriting Department, Legal Department, or individual adjusters/ division head for resolution.
3. Prepares and maintains claims files.
4. Provide Recovery Lawyers requested documents.
5. Process Professional Fees and other fees related.
6. Performs other related duties as may be assigned by immediate superior from time to time.
As a Departmental Secretary:
1. Acts as the secretary of the Department Head (AVP)
2. Answers/Screens all calls for the Department Head (AVP)
3. Maintain Filling System of the Department Head/Department.
4. Request and Maintain Office Supplies of the Department.
5. Performs other related duties as may be assigned by immediate superior from time to time.
Bachelor of Science in Business Administration Major in Marketing and Advertising Management De La Salle University-Dasmariñas (Philippines) March 25, 2008 ON-THE-JOB-TRAINING Malayan Insurance Co., Inc. 484 Quintin Paredes St., Binondo, Manila