RELATIONSHIP EXECUTIVE
MetLife Alico
Total years of experience :19 years, 9 Months
EMPLOYEE BENEFITS : HEALTH & LIFE INSURANCE, BODY REPATRIATION, ACCELERATED DEATH, DREADED DISEASE, WAR RISK, DISABILTY COVERAGE \n \n➢ Maintaining a healthy relationships with my clientele (telephonically or face to face) \n➢ Being the key point of contact in escalated issues. \n➢ Client meetings \n➢ Benefit Presentations \n➢ Customer satisfaction (means of surveys) \n➢ Renewals (USD3.9 million), Endorsement’s \n➢ Having a complete understanding and knowledge of the entire operations department and products (life and medical) \n➢ Effectively responding to client queries and follow-up i.e Coverage Areas, Underwriting Requirements, Billing Enquiries \n➢ Maintain control of delinquency and collections (USD 3.9 mil) \n➢ Billing enquiries \n➢ Ensure TAT is maintained and implemented \n➢ Guarantee smooth work flow inter departments( claims; underwriting; sales; administrators) by coordinating and reporting to department heads / Relationship managers & Operations managers \n➢ Certify that policy documents and endorsements are received by policy holder
➢ Reservations
➢ Customer complaints
➢ Full knowledge of the all hotels facilities and outlets
➢ Enforce hotels policies and procedures
➢ Awareness of the hotel status
➢ Monitor all arrivals on daily basis
➢ Ensure guest is well received and welcomed upon arrival
➢ Aide guest to their transport
➢ Up-sell all hotels
➢ Respond to and resolve any guest queries
➢ Coordination between GSA, counter sales executive, front office managers and duty manager’s
➢ To correctly hand over to the next shift
➢ To create and maintain staff duty rota
➢ Monitor attendance (timesheets)
➢Reporting:- weekly and monthly revenue reports are submitted
➢ Answering of telephone
➢ Front line reception
➢ Sailing permit requisitions
➢ Take, confirm bookings (respack system)
➢ Meet and greet clients
➢ Event organization
➢ Filing
➢ Minutes taking
➢ Purchase request
➢ Stock control (office supplies)
➢ Time and attendance for pay roll
➢ Receptionist
➢ Requisition of authorization, from the insurance companies
➢ Customer service,
➢ Booking in of vehicles, accpeting receipt of vehicles
➢ Release of vehicles
➢ Client update on repairs; liaising with clients daily on repair updates
➢ Receiving of payments/ Excess due by insured
➢ Issuing of warranty on repair work done on vehicles
PERSONAL ASSISTANT
➢ Devising and maintaining office systems, including data management and filing;
➢ Arranging travel, visas and accommodation and
➢ Screening phone calls, enquiries and requests, and handling them when appropriate;
➢ Meeting and greeting visitors at all levels of seniority;
➢ Organizing and maintaining diaries and making appointments;
➢ Dealing with incoming email, faxes and post, often corresponding on behalf of the director;
➢ Minutes of meetings
➢ Producing documents, briefing papers, and reports
➢ Organizing and attending meetings and ensuring the manager is well prepared for meetings;
➢ Liaising with clients, suppliers and other staff.
➢ Stock control (receiving and monitoring)
➢ Sales assistant
ACCOUNTS ASSISTANT
➢ Salaries and wages (monthly and weekly)
➢ Accounts (VAT)
➢ Debtors & creditors
➢ Banking- deposits
➢ Opening of letter of credit - (International banking)
➢ Opening of telegraphic transfers - (International banking)
ALMI: Associate, Life Management Institute The Associate, Life Management Institute™ (ALMI®) designation is widely recognized as more than a stop on the journey to the FLMI—it is a milestone in and of itself. The ALMI delivers must-have knowledge for every employee—and a valuable credential. The designation is a globally recognized educational standard that indicates that those who have earned it understand the core products and operations of life insurance companies and comprehend the financial concepts that all insurance professionals frequently encounter. This designation is replacing LOMA’s Level I Certificate in many companies as the education and training “must-have.” To - Improved knowledge of core insurance functions -Better business/financial acumen - A developing sense of field/home office partnership through knowledge of insurance marketing/distribution
