senior officer
gulf insurance group
Total years of experience :20 years, 1 Months
• To act all times with due skills, care diligence and integrity by working to the highest standards of business ethics by observing appropriate standards of market conduct and company policies at all
times in the carrying the duties.
• Produce daily list of application proposals for collection by branch.
• Verifying the completeness of policy applications received and record outstanding items.
• Co-manage process for delivery of policy document packs through Third Party Provider, maintaining log of outcomes and liaising with provider when issues occur.
• Monitor outstanding documents daily for action and report concerns.
• Ensure robust and secure physical document storage exists, creating checklist for completeness of file and carrying out random checks of file contents.
• Train staff to follow agreed scripts to carry out welcome calls, contribution collection, retention calls and customer complaint handling within agreed standards and timeframes.
• Train team in effective use of available technology.
• Assist sales team with new business and customer service queries.
• Monitor staff calls for adherence to scripts.
• Responsible for attaining overall arrears collection targets in Kuwait as set by management.
• Prepare management information reports as requested e.g. no. pending items, days pending, welcome calls made, policy documents delivered etc.
• To make sure collection process is functioning, identify and report any potential issues and propose solutions.
• Provide good service to distribution teams and customer facing staff.
• Adhere to new business procedures and business processes.
• Act as first line of contract for our customs, ensuring they receive a consistent, professional and accurate response to their enquiries.
• To take care of filing of documents, records, correspondence with clients and external customers.
• Maintain clients contact log, identifying reasons for contact categories, reporting outcomes and following up actions.
• Contribute to an environment of team work within the quality assurance.
• To take care of filling of documents, records, correspondence with clients and external customers.
• Verifying all the documents needed from the customer account.
• Ensure account-opening applications are accurately completed.
• Verifying all the documents needed from the customer loans and credit cards.
• Ensure loan and credit card applications are accurately completed and are in compliance with the bank`s policy.
• Ensure high standards of loan and credit card quality.
• Follow up with the team for any operational issues.
• Prepare the CSD tracking report.
Accountant
Accountant
Accounting