Junior Executive Accounts/Administration
Amana Takaful Plc
مجموع سنوات الخبرة :2 years, 3 أشهر
Entrusted to manage office in the Manager’s absence. Provided timely, courteous and knowledgeable response to information requests; screened and transferred calls; and prepared official correspondence letters.
Management of treasury functions of the branch.
Preparation of performance review reports to the company management team.
Preparation of Customer Receivable Age Analysis report & collection of outstanding payments.
Handling the petty cash & cash flow of the branch.
Preparation of daily banking registers.
Drafting letters & Memos for branch purposes and needs.
Coordination with head office/Clients in outstanding matters.
Data Entry(Entering Data relevant to Life Policies)
Maintaining customer policy and claim register of the branch
Approving journal vouchers.
Receipting policy premiums, printing & distributing Retainer/commission/Incentive cheques to branch Staffs (Using Oracle 3i & GTS Tera Tera systems).
Check, inspect and reconcile bank deposits and payments.
Supervise the staffs and guide them to achieve monthly deadline.
Deal with daily transactions for the petty cash and ensure that reconciliations are completed on time.
To receive and process all invoices, expense forms and requests for payment.
Coordinate with management about new administration practices.
Look in to day to day administrative operations.
Train and mentor trainees and other staffs.
Analyze financial data, records, reports and statements.
Checking into Luxury & Semi-Luxury tax of Motor Insurance policies.
Coordinate with the management to take necessary action on administration findings.
To ensure all filing are done in a timely and accurate manner.
Handling the clients regarding underwriting and the claims.
Selling & Introducing Insurance Policies to Customers who visit directly to the branch.
Reporting Customer feedback to the Management.
Organizing branch events & functions.
Checking into the courier system (In & Out).
CIMA Part Qualified