Accountant/Insurance Underwriting Coordinator/Data Entry/Call Center
al bayan insurance broker
مجموع سنوات الخبرة :13 years, 9 أشهر
Analyze information stated on insurance applications.
Determine the risk involved in insuring a client.
Screen applicants based on set criteria.
Use automated software to determine the risk of insuring applicants.
Review recommendations from underwriting software.
Maintains database by entering new and updated customer and account information.
Prepares source data for computer entry by compiling and sorting information.
Establishes entry priorities.
Processes customer and account source documents by reviewing data for deficiencies.
_Maintaining compliance with all International Accounting Standards (IAS) and local regulatory provisions.
_Ensure that appropriate accounting controls and safeguards are in place to manage the Company assets and revenue.
_Assist in managing all aspects of the Company’s Debtors and Creditors situation.
_Assist in managing all aspects of the Company’s bank situation.
_Analyze revenues, commissions (where applicable) and expenses to ensure they are recorded appropriately on a monthly basis.
_Prepare payroll and maintain payroll general ledger using data provided by Human Resources.
_Responsible for day to day finance and accounts operations.
-Sales in charge for Rosa Clara brand at the Gate Mall
-Provided accurate product information for luxury brand.
-Develop and cultivate strong buying relationships with customers
-Served multiple customers, discovered their needs, and made recommendations to generate sales.
-Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
-Maintained working knowledge of store’s policies and procedures.
• Preparing consolidated financials, forecasts & budgets and analyzing current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditure, Highlighting trends and causes of unexpected variances.
• Ensuring that Group reporting is clear, concise and meets the needs of the users.
• Initiating and following through to completion, the annual Budgeting and Planning Cycle.
• Developing financial models and analysis to support Group strategic initiatives.
• Establishes databases of pertinent information for use in analyzing future plans and forecasts.
• Make recommendation to the management regarding the cost saving or profit generating opportunities and profitability improvement strategies.
• Providing guidance on Cash management/ Cash-flow related issues to Group Companies
• Co-operate with and provide guidance to Group Companies on financial accounting and control matters as and when required.
• Manage long-term and short-term financing strategies
• Manage relationships with financial institutions, monitor bank service fees against budget and report periodically, address quality issues to avoid reoccurrences, and conduct benchmark studies to ensure Group facilities remain competitive in the market.
• Meeting the continuous demand for funding for company and its projects.
• Creating short-term opportunities to invest surplus liquidity.
-Accounts Payable, includes processing invoices, following up with vendors and resolving discrepancies in a timely manner.
-Accounts Receivable, including processing payments, producing statement of accounts collections on overdue accounts and account reconciliation when required.
- Banking, processing bank deposits, including trips to the bank. All associated finance entries.
- Processing Employee expense reports, verifying expenses are within the company guidelines, correcting errors, questioning abnormal expenses and entering into the finance system.
-Company credit card reconciliations and communication for obtaining supporting documentation.
- Invoice creation and distribution when required.
-Filing and record retention.
-Assisting with Monthly and Year End tasks.
- Reception and Administrative support .
- Assist with Special projects as required.
- sage experience
-Human Ressource and Recrutement.
Travel within sales territory to meet prospects and customers
Conduct calls and face-to-face meetings with customers daily
Build and maintain relationships with new and repeat customers
Maintain records of all sales leads and/or customer accounts
Educate customers on how products or services can benefit them financially and professionally
Sell the company’s products or services to customers within your given territory
Monitor the company’s industry competitors, new products, and market conditions to understand a customer's specific needs
Work closely with marketing department to help build the brand
INTERSHIP FOR 3 MONTHS
Input Income and Expense Entries;
Trainee accountants work with a senior accountant or controller to assist with tasks that will build their knowledge.
Manage Invoices;
Trainee accountants pay bills, create invoices for the company’s clients, and enter vendor invoices into the system.
Check Data for Accuracy
Data accuracy is an important aspect of this role, so trainee accountants are involved with checking entries for accuracy and making the necessary corrections if they spot anything that’s wrong before filing the documents in the corresponding place.
Present Information;
Some trainee accountants are charged with presenting information to colleagues and clients. They review and summarize client reports and have the opportunity to liaise with other departments at such meetings.
Administrative Duties;
As a trainee accountant, helping colleagues with tasks and administrative duties is an everyday part of the role. This might include helping with asset inventory, cost accounting, or payroll tasks.
Seasonal desk agent during the two months of summer 2010;
Welcoming customers, answering their questions, helping them locate items, and providing advice or recommendations.
Operating scanners, scales, cash registers, and other electronics.
Balancing the cash register and generating reports for credit and debit sales.
Accepting payments, ensuring all prices and quantities are accurate and proving a receipt to every customer.
Processing refunds and exchanges, resolving complaints.
Bagging or wrapping purchases to ensure safe transport.
Following all store procedures regarding coupons, gift cards, or the purchase of specific items, such as alcohol or cigarettes.
Maintaining a clean workspace.
i teached french language, maths, history and geographie for primary classes;
-Facilitate the lesson plans left by the teacher
-Manage the classes effectively
-Collect papers and store them safely
-Leave information for the teacher about what occurred in class
-Make sure that students are let out of class on time
-Arrive in each class on time
-Take accurate attendance
I study standards of internal auditors this course include : -Auditor tools for a profesdional internal audit -IFRS / IAS accounting -ERP software package
GAAP; Generally Accepted Accounting Principales Risk and Managment Finance Business Law Tax Companies Law Internal controle and Audit Micro and macroeconomics International Tax International Commerce Business English Communication and Marketing
Philosophie Mathematic Economy Managment History /Geographie English French Computer skills (Microsoft Office) Sport
