Khalid Jumani, Manager - Employee Benefits Practice

Khalid Jumani

Manager - Employee Benefits Practice

MARSH Pakistan - Unique Insurance Brokers Pvt Ltd

Lieu
Pakistan - Karachi
Éducation
Diplôme, Insurance
Expérience
17 years, 1 Mois

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Expériences professionnelles

Total des années d'expérience :17 years, 1 Mois

Manager - Employee Benefits Practice à MARSH Pakistan - Unique Insurance Brokers Pvt Ltd
  • Pakistan - Karachi
  • Je travaille ici depuis juillet 2013

• Managing over 50 Corporate Clients on both Group Medical and Life Policies comprising of more than 50, 000 lives.
• Specialized in providing insurance and risk management solutions to corporate clients as a strategic insurance consultant.
• Business Development & Acquisition of new clients on Employee Benefits & in different lines of businesses as well.
• Developed consulting solutions that are considered best-in-class in the areas of;

 Flexible benefits, Health Management,
 Vendor evaluation & TPA Audit,
 Cost Containment Strategies,
 Employee surveys & Communication.

• Arranging Health Awareness / Disease Management session’s for client on different topics after analyzing their claim trends.
• Prepare different Cost containment strategies.
• High level review and comments on appropriateness of benefit design & recommend changes as per their claim utilization.
• Ensure high quality of service to clients and ensure customer satisfaction and to ensure client retention.
• Renewal of Life and Medical Polices is one of my major strengths and has successfully renewed 99% of our existing portfolio over the year.
• Support International consulting group in securing global mandates for Mercer Marsh.
• Prepare claim experience analysis report as per MARSH Standards

Accounts Executive à MARSH Pakistan - Unique Insurance Brokers
  • Pakistan - Karachi
  • février 2012 à juin 2013

• Evaluate applications for insurance policies and assess the degree of risk
• Responsible for analyzing information in insurance applications
• Studying insurance proposals of different Insurance Companies and studying background information, such as medical history, demographic etc
• Responsible for renewal reviews of current business.
• Responsible for making company’s portfolio report.
• Forecast of Future costs
• Claims audit, review and preprocessing
• Service benchmarking

Underwriter à adamjee insurance company limited
  • Pakistan - Karachi
  • octobre 2010 à février 2012

• Evaluate applications for insurance policies and assess the degree of risk
• Calculate possible risk and determine appropriate premium
• Responsible for analyzing information in insurance applications to determine the probability of loss for the company
• Studying insurance proposals and gathering background information, such as medical history, demographic etc
• Consulting with brokers or potential customers to prepare quotes
• Responsible for renewal reviews of current business.
• Responsible for making company’s portfolio report.

Inventory Accountant à School of Business Studies (Pvt) Ltd
  • Pakistan - Karachi
  • mai 2007 à octobre 2010

• Preparing inventory and sales report on daily and monthly basis.
• Maintaining Account receivable ledger.
• Maintaining Sales day book, Sales return books & Complimentary Sales books.
• Preparing and maintaining Delivery Notes, Sales Invoice, Performa Invoice & Credit Notes.
• Coordinating with British Council for Conducting CBE’s paper.
• Maintaining student’s data in SBS SQL server

Éducation

Diplôme, Insurance
  • à Chartered Insurance Institute
  • décembre 2017

IF3 : Insurance Underwriting Process IF1 : Insurance, Legal & Regulatory IF7 : Healthcare Insurance Products P64 : Private Medical Insurance Practice

Master, Finance
  • à Muhammad Ali Jinnah University
  • décembre 2013

Major Courses Financial Derivative Advanced Accounting Financial Management Introduction to Business Finance Cost Accounting Financial Accounting Marketing Research Business Communication Marketing Management Macro Economics Business Mathematics and Statistics Introduction to IT Human Resource Management Statistical Inference Introduction to Management Managerial Policy Portfolio Management Analysis of Financial Management Introduction to MIS Business Law Islamic Banking Financial Modeling Micro Economics Managerial Accounting

Baccalauréat, Commerce
  • à Karachi University
  • décembre 2007

Tests de Bayt.com

Microsoft Excel 2013 Test
Score 60%

Specialties & Skills

Health Insurance
Underwriting
Negotiation
Analytical Skills
Microsoft Office
MS Office
Analyzing
Innovative
Quick Learner
Self Motivated
Management

Langues

Anglais
Moyen

Formation et Diplômes

Takaful Insurance (Formation)
Institut de formation:
Pakistan Insurance Institute
Date de la formation:
June 2014
Durée:
5 heures
Customer Relations / Consultancy (Formation)
Institut de formation:
Associates of Certified Chartered Accountant
Date de la formation:
July 2010
Underwriting Skills (Formation)
Institut de formation:
Adamjee Insurance Company Limited
Date de la formation:
January 2012

Loisirs

  • Playing Table tennis & badminton, Reading articles,