Customer Relationship Officer-Medical and Life Insurance
Al Nisr Al Arabi Insurance Company
Total years of experience :9 years, 8 Months
• Identified target markets and established successful plans to develop them - bring JOD 200, 000/- (being the net premium) of additional revenue in the last six months.
• Improved strategic and operational sales plans which resulted in 25% increase in overall sales in the last six months.
• Established good working relationships with customers/client.
• Expanded additional sales by 20% through innovative selling techniques.
• Collaborated with stakeholders to get hold of technical and customer information - adequately competed for existing business and new accounts.
• Provide service on accounts during course of policy terms.
• Complete contract forms, process endorsements and prepare submissions (applications) for insurance carriers.
• Prepare quotations and review policies, endorsements, and schedules of insurance for accuracy.
• Provide the client with claims guidance and report claims if necessary. Become involved in accounting/collection processes as needed.
• Confer with customers by telephone or in person in order to provide information about products and services, to take orders or cancel accounts, or to obtain details of complaints.
• Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken.
• Review insurance policy terms in order to determine whether a particular loss is covered by insurance in the event of loss.
• Reporting claims to carriers on behalf of clients and review insurance policies to determine coverage for appropriate reporting
• Provide direct customer services by informing them of products and services.
• Conduct market research to identify trends and manage sales activities accordingly.
• Meet individual and company sales targets
• Submits orders by referring to price lists and product literature.
• Explain products’ value and capabilities to customers
• Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses.
GPA 78 out of 100 rated as Very Good