Individual Policy Admin.
Egyptian Life Takaful
Total years of experience :17 years, 3 Months
Maintaining all New Business tasks such as:
— Receiving new applications. Identifying missing items if available, If not proceeding with data entry (submitting application to ESKADENIA insurance system).
— Referring the new application and received signed offer letters to the Underwriting Department for medical evaluation and proceeding with them.
— Preparing BIF (Benefits Illustration Form) for policy issuance.
— Printing policy schedule, welcome letters after policy's issuance by a higher level for applying the quality control process and standards on the earlier mentioned documents.
— Replying on emails and all correspondences between other departments and customers within the SLA (Service Level Agreement).
— Proceeding with cancellation of applications/policies and refunding money to the customer if applicable with coordination with the Finance Department and the customer.
— Receiving and executing all customers requests/amendments on the system as per the agreed processes.
— Daily follow-up with pending cases until closing them by issuing policies or cancelling applications.
— Updating all related logs on department share folder.
— Maintaining daily inquiries from direct sales through Business Assurance department.
Major Responsibilities:
• Generate daily purchase orders for 23 hospitals in several governorates.
• Receive daily CM logs (Corrective Maintenance) from the 23 hospitals and collect them in company’s database.
• Aiding Department head in daily processes.
• Receiving invoices from suppliers and deliver to accounting department for collection.
• Coordinate between suppliers and responsible persons in each hospital.
• Coordinate between company’s employees in hospitals and HR department and accounting department.
References:
• Eng. Ramy Refaat - Department Head
Mobile: 01223950452
• Aiding Department head in daily processes.
• Reviewing spare parts movement whether return or withdraw.
• Follow up the minimum stock of spare parts in the inventory and reporting to dept. head.
• The official contact between Ambulance Dept. and other departments such as finance, logistics and HR.
• Collecting price lists from suppliers.
• Prepare purchase requisitions in the company system (ERP) to be approved from finance and top management.
• Issue purchase orders in the system (ERP).
• Coding and putting characteristics to new items in the system.
• Building, Training, and managing a sales team for the new products.
• Conducting marketing strategies.
• Studying opportunities and threats and working to make best benefits from them.
• Studying our competitors and their products as much as possible.
• Maintaining a continuous improvement to the products and staff.
• Efficiently participating in establishing the QMS in the company.
• Write and periodically review some of QMS procedures such as “Control of Documents” and “Internal Audit”.
• Participated in writing the Quality Policy and the Quality Manual in the company.
• Conduct planning and notification of the QMS meetings.
• Maintain minutes of meeting.
• Ensure, through the process pilot, the proper operation and maintenance conditions for operational processes.
• Assisting the process pilot in the preparation of process reviews.
• Plan and attend the process reviews.
• Ensuring the smooth functioning of the management reviews.
• Monitoring performance and progress.
• Serve as the technical and administrative assistant to the Manager of Company.
• Aid the Manager in many tasks as well as in maintaining an up-to-date filing system.
• Serve as the first aide to the manager in preparing technical papers and reports in both Arabic and English.
Courses and grades:- - Basic Six Sigma breakthrough improvement process. (Grade: A) - Statistical Quality Control. (Grade: B+) - Standards of Quality Management System ISO 9001, standards of Environmental Management System ISO 14001, the “Malcolm Baldrige” criteria (BNQP). (Grade: A) - Planning for Top Quality. (Grade:A) - Managing Quality Function. (Grade: A-) - Project Management. (Grade: A)