Medical Underwriting Assistant cum Customer Service
National General Insurance
Total des années d'expérience :6 years, 0 Mois
• Prepare and issue standard policies and associated documentation accurately and ensure all policy documents are duly signed with in time frame
• Assist the Underwriter in his daily duties and as delegated
• Request additional information and /or documentation from clients when necessary and following up such requests
• Register all policies, endorsements, debit and credit notes in the system and ensure the same are countersigned by the appropriate members of senior staffs.
• Prepares Certificate of Insurance as per policy plans
• Processes renewal of policies and make adjustments to premiums.
• Ensure credit and debit notes are issued and premium refunds are timely and accurately done
•Process commissions to agents, brokers and intermediaries
•Calculate premiums, refunds, commissions, and adjustments using insurance rates
•Process applications for, changes to, reinstatement of and cancellation of insurance policies
•Responsible for maintaining files and records
•Ensure good customer relations when communicating for walk in and phone call clients
•Prepare/lay outing of medical cards as per policy plans
•Does other related jobs as far as customer support is concern
•Compose and type routine correspondence
•Help and support sales team with their duties and responsibilities.
•Manages assigned clients, setup of policy in system, accurate data entry of insured members and cards to be issued according to agreed benefits.
•Provides support to Department Manager and other team members whenever necessary.
•Reconcile monthly production with accounts department.
•Handle telephones calls and moving inquiries
•Type quotations and sort out files
•Provide support and assistance to the manager
•Files necessary documents in weekly basis accordingly and systematically.
San Gabriel Academy, Philippines (June 2010 to December 2011)
Position Held: Office administrator cum Teacher
• Provide support and administrative assistance to the school principal
• Handles telephone calls and inquiries regarding school activities
• Type memos, letters, and school announcement to teachers and students
• Prepares lesson plan and instructional materials for teaching.
• Conducting regular English and Filipino lectures and teaching the students.
• Preparing tests and examination papers; conducting, recitations and other evaluations.
• Act as councilor and mentor for the students to help them build their talents and hobbies.
• Represent the school during seminars and trainings for more effective teaching method & systems.
• Maintaining fair grades of students according to their academic performance.
• Fully in charge for safe keeping and storing for all students records and files.
•Prepares lesson plans and instructional materials for teaching.
•Conducting regular classes for senior students.
•Prepares tests and examination papers; conducting quizzes, recitations and other evaluations.
•Maintaining equal treatment and fair grades base on the student performance.
•Reaching out the Out of School Youths and old individuals who never step in any level of education
•Conducts evaluation and find the best teaching method for the students for them to understand the lesson properly and easily
•Maintaining respect and patience in teaching them.