Admin Officer
Nasco
مجموع سنوات الخبرة :14 years, 6 أشهر
• Policy processing
o Preliminary underwriting for new policies
o Ensuring compliance of applications with respect to regulatory requirements of anti-money laundering
o Coordinate medical requirements for policy issuance
o Conduct training for new consultants on documentation requirement for policies
o Providing service to unallocated/ unattended clients regarding renewals & top-ups
o Maintain record of policies in company system
• Insurance company engagement
o Single point of contact for 7 insurance companies for their Savings, Investment and Insurance products regarding offers, policy issuance and marketing collateral
o Manage documentation requirement as per insurers requirement to ensure clean policy
o Manage monthly claims and commissions from insurance companies
• Commission management
o Managing consultants commission from new business, renewals, claw back and the override commissions for the team managers
o Responsible for the production of quarterly and annual production reports of the sales team
Achievements
o Maintaining 90% clean policy since Jan 2014
o Conceptualized and implemented process for policy processing and maintaining client database (Aug 2013)
• Documentation management for new and existing life insurance policies
• Quote and follow-up with key clients for new and existing policies
• Manage continuity of client policies through payment reminders, expiration notices etc.
• Monthly update to client on policy valuations
• Co-ordinate with the insurance companies for obtaining information new applications
• Generating monthly sales reports for the Life division
• Inventory Management
• Filing of yearly Sales Tax returns
• Prepared sales invoices, refund and agency commission checks
• Carried out payroll processing tasks for 4 states within India
• Undertook various tasks such as postings to general journal and general ledger
• Handled accounts payable and accounts receivable
• Carried out bank reconciliation activities
• Led implementation of Tally for accounting at the branch office.