Sales Executive
AMANA TAKAFUL PLC
Total years of experience :5 years, 2 Months
Sales Executive
• Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.
• Calculate premiums and establish payment method.
• Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.
• Confer with clients to obtain and provide information when claims are made on a policy.
• Contact underwriter and submit forms to obtain binder coverage.
• Customize insurance programs to suit individual customers, often covering a variety of risks.
• Develop marketing strategies to compete with other individuals or companies who sell insurance.
• Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.
• Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.
• Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.
• Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.
• Install bookkeeping systems and resolve system problems.
• Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
• Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.
• Perform administrative tasks, such as maintaining records and handling policy renewals.
• Plan and oversee incorporation of insurance program into bookkeeping system of company.
• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
• Select company that offers type of coverage requested by client to underwrite policy.
• Sell various types of insurance policies to businesses and individuals on behalf of insurance companies, including automobile, fire, life, property, medical and dental insurance or specialized policies such as marine, farm/crop, and medical malpractice.
Responsilities:
• Walk, ride bicycles, drive vehicles, or use public conveyances in order to reach destinations to deliver messages or materials.
• Load vehicles with listed goods, ensuring goods are loaded correctly and taking precautions with hazardous goods.
• Unload and sort items collected along delivery routes.
• Receive messages or materials to be delivered, and information on recipients, such as names, addresses, telephone numbers, and delivery instructions, communicated via telephone, two-way radio, or in person
• Plan and follow the most efficient routes for delivering goods.
• Deliver messages and items, such as newspapers, documents, and packages, between establishment departments, and to other establishments and private homes.
• Sort items to be delivered according to the delivery route.
Record information, such as items received and delivered and recipients' responses to messages.
• Check with home offices after completed deliveries, in order to confirm deliveries and collections and to receive instructions for other deliveries
• Perform routine maintenance on delivery vehicles, such as monitoring fluid levels and replenishing fuel
• Call by telephone in order to deliver verbal messages.
• Open, sort, and distribute incoming mail.
• Perform general office or clerical work such as filing materials, operating duplicating machines, or running errands.
• Collect, seal, and stamp outgoing mail, using postage meters and envelope sealers.
• Unload goods from large trucks, and load them onto smaller delivery vehicles
Responsibilities:
• Greeting customers who enter the shop.
• Be involved in stock control and management.
• Assisting shoppers to find the goods and products they are looking for.
• Being responsible for processing cash and card payments.
• Stocking shelves with merchandise.
• Answering queries from customers.
• Reporting discrepancies and problems to the supervisor.
• Giving advice and guidance on product selection to customers.
• Balancing cash registers with receipts.
• Dealing with customer refunds.
• Keeping the store tidy and clean, this includes hovering and mopping.
• Responsible dealing with customer complaints.
• Working within established guidelines, particularly with brands.
• Attaching price tags to merchandise on the shop floor.
• Responsible for security within the store and being on the lookout for shoplifters and fraudulent credit cards etc.
• Receiving and storing the delivery of large amounts of stock
• Keeping up to date with special promotions and putting up displays
Successfully completed a course the followed Workshop Operator Training Workshop at Bandaranayke International Airport, Katunayake Sri Lanka
Successfully completed a course the followed Ground Crew at Fokker Aviation in Sri Lanka
Greets guest upon arrival ensuring they feel expected and welcome.
- Ensures that the guest receives the accommodation he/she is expecting.
- Maintains an up to date knowledge of the hotel and local services and supplies information to respond to guest queries.
- Maintains an awareness of guest profiles through the Opera guest history.
- Deals swiftly, efficiently and sensitively to the guest complaints and ensures follow through.
- Process accounts from check-in through to check-out, ensuring accurate posting of food and beverage and ancillary charges.
- Receives payments by cash, cheque, credit card or account, adhering to the company credit policy at all times.
- Accurately administers front desk clerical systems and procedures.
- Provided currency exchange service.
- Ensures balance of accounts of the days business at end of shift.
- Records all instances of refused business, with reasons of refusal.
- Checks the reception is organized and operating in an efficient standard and checklists are completed and forwarded to Front Office Manager.
- Promotes the hotels outlets and special events at all times.
- Maintains awareness if sales opportunities, maximizing revenue meeting or exceeding guest expectations.
- Maintains an awareness of rate levels to be sold on a daily basis and occupancy level.
Co-operates in the performance of any reasonable task requested by the Management.
Adheres to all hotel policies and procedures.
Technical Skills: * Operating System : MS-DS, 200& XP * Programming : C,Cobol,Fortran ,Pascal ,Visual Basic-6.0 * RDBMS : Oracle-8 *Application package : MS-Office (Word, Excel, Access, Power Point).Internet Explore AssemblyTrouble shooting and other common software. * Internet Programming : HTML, VB-Script, and Microsoft Front Page
G.C.E A/L (COMMERCE) : 2001 * Institute : Kingswood collage- Kandy - srilanka * Division/Class : First division