Insurance Advisor
Al Tayer Motors
Total years of experience :17 years, 3 Months
out Advisory on finance and insurance for new/existing clients
•Analyzing client’s financial status and advising financial option that matches customer profile
•Assistance to clients purchasing Motor insurance policies and mortgages through banks and insurance companies.
•Validating LPO from the bank
•Preparing finance & insurance contracts for individual clients and commercial to help bring in new business
•Discussing, drafting, reviewing and negotiating the terms of motor insurance contracts
•Reconciliation and flow up of dealer payments
•Monitoring payments on disbursement
•Under writing Motor insurance policies renewal and new business, reviewing insurance product suitable for customer
•Analyze risk in Finance & insurance proposals, determine policy terms
•Liaise with the Sales departments to ensure smooth transaction prior to closure of deal.
•Collect all relevant documents required by the supporting bank and secure the credit line prior to a vehicle being released by the sales department
•Reconcile the commission payable from supporting banks and insurance company
•Generating report for F&I
care of the entire asset sales business of the branch and monitoring of mortgages
•Arranging home loan mortgages and other finance option to customers
•Researching finance requirement for clients
•Identify and advise the clients on significant risk on mortgages for commercial and residential property
•Team Handling & ensure transactions are dealt accurately
•Documentation needs to be verified for operational excellence
•Verify and approve the documents with RIC team (Risk Intelligence control)
•Team deal file’s verified for FTNR (First Time Not Right) and DIP (Documents In Process)
•Monitoring disbursement of loans sanctioned amount to approved customers
•Regular meetings with sales team including senior managers.
•Supervise and coach the team members on a regular basis
•Ensure efficiency and better management reporting
•Drive initiative in the management team and contribute to long term operational excellence
closely with clients and the business to identify and analyze core business processes and workflows
•Monitoring inward remittance from worldwide through Muthoot Exchange
•Responsible for financial and accounting procedures
•Anti-Money Laundering Policies Monitoring & review
•Facilitating workshops with SME's
•Team handling
for overall monitoring of the financial, accounting and compliance procedures
•Identify and develop business opportunities for the Company’s creative solutions in industrial and product designs as well as the Company’s creativity services
•Anti-Money Laundering Policies Monitoring & review
•Responsible for compliance procedures with FSA, HMRC in line with Anti Money Laundering policies
EDUCATION:
•Graduation in Bachelor of Commerce (B com
B.com