Project Manager
Cooperative Insurance Consultancy Co. Ltd
Total years of experience :21 years, 3 Months
deliver all Insurance and Risk management service and consulting to Royal Commission for Jubail & Yanbu based in Jubail
deliver all Insurance and Risk management service and consulting to Royal Commission for Jubail & Yanbu based in Jubail
Established and maintain good relations with customers
The analysis of insurance programmes
Preparing the broking slips & getting quotations
Managing tender and bid analysis
Client servicing & discussion
Suggesting an additional forms of insurance covers needed by the client
Claims processing and investigation
keeping accurate records of discussions or correspondence with customers
Response promptly to customers inquiry
Record details of actions taken
Keep records of customers interaction and transactions
Follow up with prospects to develop business
well communication and coordination with internal departments
Review the insurance policies of the existing and potential clients.
Pre-risk surveying for small size business.
Draft quotation slips and seek competitive terms.
Confirming that no potentially “dangerous” conditions have been applied
Vetting the insurance documents before it being conveyed to the concerned clients.
Following up of any outstanding documents, renewal confirmation
The analysis of insurance programmes
Managing the company‘s general and medical insurances programme.
Claims processing and investigation.
Management of a tender and bid analysis.
Attending training and updating sessions run by the company
Provided sound financial, insurance and wealth-management services to protect the company’s assets.
Managing the daily activities of the insurance matters.
Making sure that insurance obligations are adhered to.
Claims processing and investigation
Providing advice to management on a range of insurance issues and suggestion an additional forms of insurance covers needed
Updating records and producing appropriate reports to management
Helped to evaluate progress on an ongoing basis.
Overseeing the daily activities and scheduled performance.
Supervising & coordinate the activities of personnel, subcontractors & vendors.
Updating records and producing appropriate reports to management
Preparing the quarterly statistics,
Advising in underwriting capacity and retention level for LoBs,
Managing cash calls,
Managing the facultative reinsurances,
Managing the IBNR and loss participation