ماينا محفوظ

Handle Customer Service department and do all the necessary changes regarding policy information, total surrender, loan and partial surrender of the policies.
o Prepare the documents regarding pre-contracted and contracted agents.
o Give the contract for new agents who achieve the target.
o Prepare the ministry documents for contracted agents.
o Prepare the agency production report on weekly basis.
o Do the reports related to the agent career path, bonuses, medical, and pension.
o Study applications signed by clients and follow up on policies to be issued and cleared before the cut date
o Follow up on pending requirements to accelerate the issuing of policies.
o Follow up on pending delivery to clear the policies before the cut date.
o Assist agents to reinstate the lapse policies.
o Follow up on Domiciled policies whether through the bank or credit card.
o Follow up on Life and Personal Accidents renewals to achieve the quota target.
o Process accidents and death claims and follow up on the requirements to issue checks for the beneficiary.
o Check applications given to agents and do the auditing every quarter of the year.
o Work on the contests on monthly basis and study the gaps and the results achieved by each agent.
o Terminate agents’ codes who resign or who are not active.
o Re-code policies from terminated agents to active agents.