LOURDES ELIZAN, Insurance Executive

LOURDES ELIZAN

Insurance Executive

AFIA INSURANCE BROKERAGE SERVICES

Location
Philippines
Education
Bachelor's degree, Management
Experience
21 years, 4 Months

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Work Experience

Total years of experience :21 years, 4 Months

Insurance Executive at AFIA INSURANCE BROKERAGE SERVICES
  • United Arab Emirates - Dubai
  • My current job since July 2006

 Renews customer’s motor insurance policy
 Arranges car registration service
 Deals with new motor insurance
 Follow ups for expired policy
 Updates customer’s records
 Deals with different insurance companies
 Issues necessary discount for retention purpose
 Reminds customer of the renewal date
 Provides information and assistance to clients
 Answers inquiries for the general public
 Ensures timely issuance of policies for assigned scheme

Assistant Marine underwriter at Standard Insurance Company
  • Philippines
  • January 2004 to July 2006

 Contributes to the development and implementation of the Company’s policies and procedures through the monitoring of the underwriting activities of the branches, agencies an other writing units.
 Decides within the defines Limits of Authority on the acceptability of risks being referred by all writing outlets in conformity with the Marine policies.
 Prepares recommendations for risks outside the defined Limits of Authority for the approval of the Head of the Unit.
 Ensures error-free data input into the general insurance system for all Marine policies.
 Coordinates closely with the Sales Department in identifying customers’ and intermediaries’ needs and contributes in developing the necessary products that will match the same requirements.
 Acts of the inquiries from brokers, branches, agencies and all customers regarding Marine underwriting.
 Performs other related functions as may be assigned by the superior from time to time.

Administration Service Coordinator at Zurich Life Insurance Phils
  • Philippines
  • January 2002 to December 2002

 Responsible for the administration of office management and financial control functions.
 Prepares periodic contest updates and facilitates distribution of official results to Service Offices and Agency offices.
 Routinely supervises sales support assistants in their day to day operations.
 Undertakes all actions required in facilitating agents pre-contract activities and the necessary documents needed to finalize appointments.
 Pre-underwrites life applications and communicates any additional requirements needed to facilitate policy approval to concerned agent.

Education

Bachelor's degree, Management
  • at Polytechnic University of the Philippines
  • March 1993

Specialties & Skills

Administration
General Insurance
Insurance
Data Input
TYPING, COMPUTER LITERATE

Languages

English
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