Project Coordinator
Joie de Vivre International Insurance Brokerage LLC
Total years of experience :9 years, 0 Months
Took responsibility for the management of all phases of the system development life cycle (SDLC),
based on PMBOK Guide and used the agile methodology to develop the project.
Built and maintained positive relationships with external stakeholders, assessing the client’s
requirements for the company sites and interpreted design requirements for senior management
approval.
Provided valuable assistance to users to ascertain their computing requirements by interpreting their
needs through prototyping to provide a clear understanding of the product.
Responsible for task distribution to team members based on technical expertise, ensuring timely
completion.
Accountable for tracking key project milestones, escalating issues, and adjusted project plans to
accurately reflect the project’s progress.
Responsible for quality assurance of finished websites, including the validation of web forms and links.
Performed validation of completed sites, including the debugging and testing of code
Facilitated training on the use of programs such as Fireworks and Dreamweaver
Analyzed process and procedure of each department and developed training manuals with the help of
department managers
Managed project enhancements and maintenance by planning periodical releases, using in-depth
technical knowledge
Key achievements:
Demonstrated superior leadership skills by coordinating the website development team of 4
departments consisting of IT, Accounts, Operations & Compliance
Critical role in the development of project prototypes and timelines for the company’s website
1. Ensure timely and correctly booking of all new & renewal businesses in the system
2. Checking of DNs, CNs, RVs & policies with agreed terms
3. Coordinate with IT for project management and their timely completion
4. Regular updating of Standard operating procedures (SOPs)
5. Ensure company’s approved procedures are fully adhere to by all staff members
6. Make sure that cold calling is done daily by the designated cold callers
7. Ensure proper maintenance of customer & company records and well-kept filling room
8. To ensure proper usage/maintenance of office facilities & equipment
9. To ensure medical claims are to be resolved within the agreed turn-around time
10. Timely release of medical cards & issuance of policies to clients
11. Client Care & Business Support teams are fully adhere to service etiquettes, regulatory requirements and JdV’s approved procedures
12. Monitor regular updating of Policy renewal procedure
13. To send quarterly claims experience to clients regularly
14. To support Renewal team for Client care prospective to enable them to get the business renewed with no service issues
15. Develop close contact with service providers
16. Sole responsible for utilization of JdV Client care website
17. Proactive participation in ManCom Meetings
18. Coordinate various meetings i.e. Weekly Cold Calling, IT, Business Development Meeting
19. Proper maintenance of Public Folders
20. Review client rating half-yearly
1. Manage overall portfolio of the company including new and existing clients for all classes of insurance
2. Technical assessment of the clients requirements regarding insurances and design appropriate solutions based on their insurance needs
3. Analyze underwriting information received from the client in coordination with Technical Support Officer and advice any changes accordingly to prepare broking slips
4. Looking for new market potential in respect of all Insurances and enhances market share by focusing on cross selling opportunities
5. Assist CEO in creating strategies for market penetrations and cross selling
6. Correspondence with Insurance companies and regular meetings with the underwriters to discuss renewals and new business
7. Assist in developing new business portfolio while working in close coordination with Business Development Officers
8. Accompany Business Development Manager/Officers for marketing & proposal presentation
9. Training and development of Technical Team, Business Development Team and other staff
10. Regular meetings with existing clients for building relationship and Renewal proposal presentation for all lines of insurance
11. Assist Accounts in realizing outstanding Premium
12. Help and assist clients in their insurance claims while coordinating with insurers, surveyors and Loss Adjusters
13. Participate in Business Development meetings and update Sales pipeline report before every BDM
14. Report all issues and development of Technical Dept and clients to CEO
15. Make sure that key performance indicators (TAT & timely feedback/response) are met by the department
Focused on understanding the importance of the 10 project management (PM) knowledge areas during the project life cycle and implementing them effectively. Worked with a group of 6 members on a regular basis to solidify not only PM fundamentals but also communication and leadership skills. The course emphasized the overall understanding of the numerous aspect of PM from stakeholders until the final delivery of the project,
Concentration on developing proficiencies in regards to the development of websites, analysis of different systems alongside project management aspects, which include design, development and evaluation of systems. The course developed an understanding of the professional, social and ethical aspect of project as well. As an overview, the course helped in critical analysis of the multiple aspects from evaluation, specification breakdown until the communication of ideas to the end users.