Operation Executive
AFIA Insurance Brokerage Services
Total years of experience :7 years, 4 Months
Promoting and marketing published books.
- Searches potential customers and clients.
- Provides information regarding products.
- Making appointments to meet new and existing customers.
- Understanding customers need.
- Submits orders by referring to price lists and product literature.
Audit and Inventory Stocks of every branch.
- Prepared vouchers, receipts, and checks as required and entered details in the system
- Report and record daily sales on company’s book.
- Answers calls and inquiries of Suppliers and clients.
- Update daily Sales and transactions.
- Issue Official Receipts and Sales Invoice to private and government clients.
- Checks quantity of goods released to the customers.
- Monitoring and provides information regarding Accounts Payable to the management.
- Email job orders to the suppliers.
- Compiles BIR Form such as 2306 (Certificate of Final Tax Withheld At Source) 2307 (Certificate of
CreditableTax Withheld At Source) and 2550M (Quarterly Value Added Tax Return) to be submitted
to the bookkeeper.
- Filing BIR Form 1601-E (Monthly Remittance Return of Creditable Income Taxes Withheld)
- Report declaration of Sales and Purchases to the management.
- Compute and update the management in regards with the tax payments.
- Attending phone calls, handling the fax, internet and email messages.
Invoicing insurance policy on Insly (Accounting Software)
* Mapping client’s outstanding payments on Insly.
* Responsible for Policy Cancellations and client’s refunds.
* Auditing Advisor’s monthly report.
* Issuing receipts and monitoring Bank Transfers.
* Preparing Cheques and Bank Deposit slip.
* Responsible for checking each invoice for accuracy and maintaining invoicing logs.
* Answering calls and inquiry from the clients and transferring it to concern department.
* Responsible for allocating client’s Inquiry from Insurance Market to each Insurance Advisor.
* Providing support to the Team (Insurance Advisors) though sending client’s details.
courses: DFA Authentication Certificate of Diploma & OTR with UAE Embassy Stamp (Red Ribbon) * Employment Certificate * Seminars Certificate