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مرتا شمعون, Insurance consultant

مرتا شمعون

Insurance consultant·SecuriteAssurance

لبنان

ماجستير, Supply Chain management

الخبرة العملية

مجموع سنوات الخبرة: 15 سنوات, 0 أشهر

Insurance consultant

فبراير 2022 - حتى الآن

SecuriteAssurance

بيروت، لبنان

فبراير 2022 - حتى الآن

• Acted as a licensed intermediary between clients and Securite Assurance,
specializing in medical, motor, and life insurance policies for individuals and
businesses.
• Built and maintained a growing portfolio of over 150 clients, ensuring
personalized service and effective risk management advice.
• Consulted clients on the best insurance solutions based on their needs and
budgets, explaining complex policy details in simple, understandable terms.
• Managed the end-to-end sales cycle, including prospecting, quoting, follow-ups,
policy issuance, and after-sales support.
• Collaborated closely with the underwriting and claims departments to expedite
approvals and resolve client issues efficiently.
• Conducted cold calls, social media outreach, and networking campaigns,
generating consistent monthly sales and renewals.
• Maintained updated knowledge of Lebanese insurance regulations and company
offerings to ensure compliance and competitive positioning.

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Insurance Consultant

يناير 2019 - حتى الآن

securite assurance

بيروت، لبنان

يناير 2019 - حتى الآن

مجال الشركة:
التأمين
الدور الوظيفي:
المبيعات

Real Estate independent consultant

يوليو 2020 - فبراير 2022

Freelance

بيروت، لبنان

يوليو 2020 - فبراير 2022

• Independently facilitated residential and commercial property transactions,
including rentals, sales, and investment opportunities.
• Built and maintained a network of property owners, buyers, and investors,
resulting in consistent referral business.
• Conducted property viewings, negotiations, and closing processes, ensuring legal
and regulatory compliance.
• Advised clients on market trends, property valuation, and investment
strategies, helping them make informed decisions.
• Created and promoted property listings through online platforms, social media,
and personal outreach, generating qualified leads.
• Coordinated with legal professionals, notaries, and banks to support seamless
transaction execution.
• Delivered personalized service with a focus on client satisfaction and long-term
relationships.

مجال الشركة:
الإنتاج الإعلامي

Logistics officer

يناير 2019 - يوليو 2020

AllchemLebanon

بيروت، لبنان

يناير 2019 - يوليو 2020

• Managed import and export operations for chemical products, ensuring full
compliance with local and international regulations.
• Coordinated daily logistics activities including shipment tracking, inventory
management, and warehousing.
• Handled the selection and coordination of optimal freight forwarders based
on cost, reliability, and delivery timelines.
• Followed up closely with customs brokers and authorities at Beirut Port and
Airport to ensure fast-tracked customs clearance and avoid delays.
• Liaised with suppliers, freight forwarders, and customs agents to ensure
timely delivery and accurate documentation.
• Prepared and verified shipping documents such as invoices, packing lists, and
certificates of origin.
• Monitored stock levels and maintained detailed records using inventory
management software to optimize supply chain efficiency.
• Ensured all logistics operations complied with health, safety, and
environmental standards, particularly for hazardous materials.

مجال الشركة:
تصنيع المواد الكيميائية
الدور الوظيفي:
النقل والخدمات اللوجستية

Supply chain Officer

ديسمبر 2017 - يناير 2019

Aja group Antelias

بيروت، لبنان

ديسمبر 2017 - يناير 2019

● Placing Orders with Local Suppliers and International Suppliers based on agreed terms and conditions
● Check and Controlling order confirmation received from Suppliers
● Following up on purchasing order shipments with suppliers and freight forwarding companies
● Preparing shipping original documents
● Regularly checking and following up with suppliers and forwarders the list of orders ready for shipment and
consolidate when needed
● Preparing customs clearance documents and coordinating with customs clearing agents to ensure clearance
of goods in a timely manner
● Handling marine insurance policies
● Coordinating with showroom staff regarding proper delivery of goods to showroom
● Coordinating with warehouse manager regarding proper delivery of goods to warehouse
● Preparing list of purchase orders not fully received
● Prepare costing documents for stock entry and following up on list of purchase orders once fully received
● Follow up on shipment costing, checking % costing item codes, etc
● Handling and following up on re-export shipment formalities of defective items
● Handling re-export shipment formalities to customers including all required re-export documents
● Follows up delivery status of Orders with suppliers Verses confirmed delivery status of customers
● Following up claims of returned goods from customers
● Updating and following up the shipment rates/ offers with the freight forwarders
● Preparing buying budget with the buyers
● Print statistics margins and stocks
● Following up with the suppliers on Bank swifts done in order to receive the goods in the best/ earliest delivery
date
● Following up on suppliers credit notes
● Following up on receiving and dispatching courier from supplier
● Verify all the airway bill
● Coordinating with the freight forwarder and control goods to be dispatched based on the agreed terms of
shipment, exworks, FCA…etc
● Ensure all items held that have a limited shelf life are turned over (used or consumed) regularly.
● Define and recommend strategies and processes for optimal supply chain operations as per the various
company’s business models (Projects, Trading and Manufacturing) and to set overall performance Objectives
and KPI’s; control them in order to continuously improve service level with minimum costs.
● Establish and develop Logistics policies, procedures and processes to ensure proper execution with optimum
cost and zero demurrages to maximize projects and orders profitability.
● Support Management on opportunities and solutions to develop an effective Supply Chain organization so
that the function is able to perform in response to business needs.
● Represent the company at various community and/or business meetings to promote the company and
promote positive relations with partners, vendors, and distributors.
● Enhance supplier development by communicating performance standards, corrective actions,
● Report on defined KPI’s - Key Performance Indicators.
● Verify shipping documents receiving from supplier or branches for customs clearance Vessel & Cargo import
including certificate of origin, commercial invoice, packing list, bill of lading, and Material Service Data Sheet
(MSDS) for chemical materials. For non-compliant shipping documents, work with supplier/ Exporter to
improve documents then resubmit for approval,
● Evaluate MSDS to determine whether shipped material is considered dangerous. Indicate to clients. that a
permit is required from the Ministry of Trading for dangerous material then act of behalf of client to apply for
permit. Follow up with customs during interim period between material’s arrival and permit approval.
● Preparing Export shipping documents for customs clearance, commercial invoice, Packing list, certificate of
origin, Bill of lading, supporting letter to be clear for all kind of export, Re export or Export,

مجال الشركة:
إنتاج الأغذية والمشروبات
الدور الوظيفي:
المشتريات

Supply chain officer

ديسمبر 2017 - يناير 2019

Aja Group

بيروت، لبنان

ديسمبر 2017 - يناير 2019

• Managed end-to-end local and international procurement, including placing
and confirming orders, shipment follow-ups, and supplier coordination.
• Prepared and verified customs clearance and export/re-export documentation
for defective items, client returns, and standard shipments.
• Handled marine insurance applications, claims, and follow-ups, while ensuring
all logistics were compliant with shipping terms (Ex-Works, FCA, etc.).
• Coordinated with showroom and warehouse teams to ensure accurate and
timely delivery of goods.
• Monitored and updated shipment costs, item code pricing, and freight offers,
ensuring cost-efficiency and accuracy in budgeting.
• Followed up on bank transfers, supplier credit notes, and inbound courier
deliveries to ensure smooth flow of operations.
• Prepared buying budgets, margins, and inventory statistics, and followed up
on stock levels for time-sensitive items.

Verified air waybills and other essential logistics documents to prevent customs
delays and penalties.
• Ensured compliance for hazardous material shipments, including MSDS
reviews, permit applications, and coordination with customs and authorities.
• Developed and implemented logistics policies and KPIs, aiming for zero
demurrages, optimized costs, and increased profitability.
• Advised management on supply chain strategies, vendor development, and
process improvements across trading, project, and manufacturing models.

مجال الشركة:
التوزيع والخدمات اللوجستية وسلسلة التوريد
الدور الوظيفي:
المشتريات

Business development manager

أبريل 2017 - ديسمبر 2017

ISO LIBAN

بيروت، لبنان

أبريل 2017 - ديسمبر 2017

Creating New Sales and marketing campaigns in collaboration with design
department as well as lead auditing
companies in Lebanon to build up new services for key clients and key services
responsible for attaining a better market
share and sending consultants to do that mission once agreement is signed with
both parties. This also included
GCC and some Gulf clients. Responsible also for giving some training courses as
well.

مجال الشركة:
خدمات الاستشارات التجارية
الدور الوظيفي:
الإدارة

Supply chain officer

نوفمبر 2014 - مارس 2017

ETS FA KETTANEH

بيروت، لبنان

نوفمبر 2014 - مارس 2017

• Managing the entire procurement process from A to Z, as well as overseeing the
full supply chain cycle from supplier to consignee, ensuring cost efficiency, claim
handling, freight forwarder selection and negotiation, documentation, customs
clearance follow-up, and final delivery of projects to the end receiver.
• Involved in tender management with major companies, including EDL. The scope
covers export, import, and cross-trade shipments with more than 100 clients.

Key Responsibilities:
• Placing orders with local and international suppliers based on agreed terms and
conditions.
• Checking and controlling order confirmations received from suppliers.
• Following up on purchase order shipments with suppliers and freight forwarding
companies.
• Preparing original shipping documents.
• Regularly checking and following up with suppliers and forwarders on orders
ready for shipment, and consolidating shipments when needed.
• Preparing customs clearance documents and coordinating with clearing agents to
ensure timely clearance of goods.
• Handling marine insurance policies, application forms, and claim follow-up.
• Coordinating with showroom staff for the proper delivery of goods to the
showroom.
• Coordinating with the warehouse manager for the proper delivery of goods to the
warehouse.
• Preparing a list of purchase orders not fully received.
• Preparing costing documents for stock entry and following up on purchase orders
once fully received.
• Following up on shipment costing, checking percentage costing, and item codes.
• Handling and following up on re-export shipment formalities for defective items.
• Managing re-export shipment processes for customers, including all required
documentation.
• Following up on delivery status of orders with suppliers versus customer delivery
expectations.
• Managing claims for returned goods from customers.
• Updating and following up on shipment rates and offers with freight forwarders.
• Preparing the buying budget in coordination with buyers.
• Printing statistical reports on margins and stock.
• Following up with suppliers on bank SWIFT transactions to ensure timely receipt
of goods.
• Following up on supplier credit notes.
• Following up on receiving and dispatching courier shipments from suppliers.

Verifying all airway bills.
• Coordinating with freight forwarders and ensuring goods are dispatched based
on agreed Incoterms (e.g., Ex-Works, FCA).
• Ensuring that all items with limited shelf life are turned over regularly.
• Defining and recommending strategies and processes for optimal supply chain
operations, aligned with different business models (projects, trading,
manufacturing), and setting performance objectives and KPIs to improve service
level at minimal cost.
• Establishing and developing logistics policies, procedures, and processes to
ensure proper execution with optimal cost and zero demurrages, maximizing
project and order profitability.
• Supporting management in identifying opportunities and solutions to develop an
effective supply chain organization aligned with business needs.

مجال الشركة:
وكلاء السيارات
الدور الوظيفي:
المشتريات

Sales coordinator

أكتوبر 2013 - أكتوبر 2014

Antaki GPPK

بيروت، لبنان

أكتوبر 2013 - أكتوبر 2014

Leading A Sales Team of 16 Salesmen along with 9 Brands that are locally known,
upgrading sales target, training
Employees keep track of accounts receivable, handling key clients, achieving sales
targets, Keep Track of delivery

system along with delivery team as well as with after sales service with the parts
that need to be repaired.
The second part Included handling a warehouse of technicians, handling petty cash,
ordering spare parts for the parts
that need to be repaired from purchasing department, handlingjob orders indoor
and outdoor as well as some
showroom defects and pushing technicians to follow up reparation process on time.
Working on The KPIs of
employees along with the brand manager and what can we do to better establish
the market share.

مجال الشركة:
البيع بالتجزئة وبالجملة
الدور الوظيفي:
المبيعات

Assistant

يوليو 2011 - سبتمبر 2013

KIA Motors

بيروت، لبنان

يوليو 2011 - سبتمبر 2013

Handling telemarketing actives for selected campaign for KIA, putting schedules for client’s reparation
process, assisting the warranty manager with claims that are related to the Defected parts of the Cars as
well as some statistical reports to be sent to the Headquarter In Korea of what are the problems of the cars in
general, opening job claims for clients, handling and approving their warranty issues to be repaired on the
Warranty Department, as well as managing the customer service department.
1. Photographer
2. Hostess for some events and Weddings
3. Having My Own Catering Company for 4 Years with my friends
4. Bartending when needed
5. Public speaker for some key figures here in Politics Including Mr. Ibrahim Murad and Habib Afram and managing
some of their Events, Manager for MINGLE Restaurant Dekweneh in 2009 as well as giving private courses to
University Students.

مجال الشركة:
وكلاء السيارات
الدور الوظيفي:
إدارية

Customer Service and warranty coordinator

يوليو 2011 - سبتمبر 2013

Kia motors worldwide

بيروت، لبنان

يوليو 2011 - سبتمبر 2013

Handling telemarketing actives for selected campaign for KIA, putting schedules for
clients reparation
process, assisting the warranty manager with claims that are related to the Defected
parts of the Cars as

well as some statistical reports to be sent to the Headquarter In Korea of what are
the problems of the cars in
general, openingjob claims for clients, handling and approving their warranty
issues to be repaired on the
Warranty Department, as well as managing the customer service department.

مجال الشركة:
الخدمات المالية
الدور الوظيفي:
خدمة العملاء ومركز الإتصال

التعليم

Arab Open University / Open University

يوليو 2021

يوليو 2021

ماجستير، Supply Chain management

الإمارات العربية المتحدة

Arab Open University / Open University

يوليو 2021

يوليو 2021

بكالوريوس، Business Studies and Management

الإمارات العربية المتحدة

Arab Open University - Lebanon

يوليو 2017

يوليو 2017

ماجستير، supply chain management

لبنان

Arab Open University - Lebanon

يوليو 2014

يوليو 2014

بكالوريوس، Management

لبنان

Skills

Continuous Improvement

Expert

Tutoring

Expert

Consultancy

Expert

Operations Management

Expert

Team Management

Expert

Marketing

Intermediate

Accounting

Expert

CUSTOMER RELATIONS

Expert

DELIVERY

Expert

MANAGEMENT

Expert

PURCHASING

Expert

BUDGETING

Expert

CREDIT

Expert

CUSTOMER SERVICE

Expert

DISPATCHING

Expert

DOCUMENTATION

Expert

FCA

Expert

Call Center

Expert

BUSINESS ADMINISTRATION

Intermediate

BUSINESS PERFORMANCE MANAGEMENT

Intermediate

COMPLIANCE MANAGEMENT

Intermediate

FINANCIAL PLANNING

Intermediate

INDIVIDUAL LIFE INSURANCE

Intermediate

MASTER OF BUSINESS ADMINISTRATION MBA

Intermediate

PROJECT RISK MANAGEMENT

Intermediate

PROSPECT MANAGEMENT

Intermediate

SALES

Intermediate

Microsoft Excel

Expert

Microsoft Office

Expert

Administration

Expert

Customer Care

Expert

Continuous Improvement

Expert

Tutoring

Expert

Consultancy

Expert

Operations Management

Expert

Team Management

Expert

Project Management

Expert

Business Development

Expert

Science

Beginner

اللغات

العربية

متمرّس

الانجليزية

متمرّس

الفرنسية

متمرّس

الالمانية

متمرّس

الاسبانية

متمرّس

التدريب و الشهادات

الشهادات
19011:2011 Quality Systems Internal Auditor
18001:2007 Quality Safety officer
1002:2014 Quality Customer Satisfaction
Certified Lead Auditor ISO 9001:2015

الهوايات والاهتمامات

Waitress
some
Photographer Photographer of portraits