Customer Service Executive
Al Nabooda Insurance Brokers
Total years of experience :11 years, 9 Months
➢ Assisting and supporting VP Corporate Relations and Account Managers in their large
portfolios for Medical and General Insurance and so with Life and Investments
➢ Coordinating with clients regarding any information needed or recording details of
inquiries as well as taking the necessary action within bound of authority
➢ Maintaining a record for the statement of account of the client for their outstanding balance and reconciling the same, checking the Invoices or Credit notes against the SOA, arranging for any payment collection, and dispatching of documents and cheques.
➢ Sending reminders or payment follow-ups for the premium payment of all the clients for
the policy to be up to date
➢ Using CRM Portal for creating companies and contacts along with creating Enquiries and
booking Life and Investment Commissions
➢ Assisting the Underwriter Team for our assigned client in generating quotes, preparing cover benefits comparison for all quotes received and premium summary to share to the client
➢ Accessing the portal of Insurance companies for Life and Investments for the clients’ policies along with Medical for Quotation and Binding of Cover
➢ Coordinating with insurance companies especially for Life and Investments e.g. Friends
Provident International, Zurich Life Insurance, Generali, and NGI for any policy of the clients
➢ Maintaining client’s database both renewal, new business, and/or any inquiry and taking a great part of the documentation process once the client has confirmed to renew their policy to us by directly coordinating with both the client and the team to bind the policy
➢ Day to day operational duties including clients’ need analysis, exposure analysis
➢ Processed applications, endorsements, renewals, and rewrites, cancellations, in and out
mail, payments, and various other administrative supports
➢ Mediate between clients and insurance companies on finance-related inquiries
➢ Coordinate with the respective team and departments for any unresolved inquiries,
complaints to designated departments for further investigation
➢ Building sustainable relationships, rapport, and trust with clients through open and
interactive communications
➢ Handling inbound or outbound telephone calls, correspondence, arranging
meetings and the like
➢ Keeping track of those addition and deletion request of the clients
Collaborating with the company’s Accountant especially in preparation of schedules needed for audit reports
Developing the best practice in preparing checks and its corresponding cash vouchers for clients and administrative expenses to maximize the time and to minimize the cost
Reconciling withdrawals and deposits of the company's Cash in Bank for Bank Reconciliation every month
Prepared weekly Cash Position for check change and cash advances to monitor the cash flows
Reconcile the proceeds of the planter members from their sugarcane, their molasses and assigning each for withdrawal and those who liquidate
Contributed company policy when the need arises. e.g. Reimbursement Policy
Allocate employees’ cash during Christmas Party and Employees' Excursion and liquidate such amount
Allocate and purchase yearly office and food supplies of the company with the assistance of co-workers and liquidate such
Managing clerical or other administrative staff
Management of office equipment
Handling external or internal communication or management systems
Organizing, arranging and coordinating meetings
Coordinate and assist the General Manager
Answering calls, taking messages and handling correspondence
Maintaining diaries and arranging appointments
Typing, preparing and collating reports, filing and organising meetings
Organized all business transaction and other activities of the company.
Developed different strategies to make all reports and records free from error
Operated Company's office equipment efficiently and effectively
Consistent Dean's Listed, Academic Scholar and SIFI Scholar