Sonia Raj, Account Executive, Key Accounts

Sonia Raj

Account Executive, Key Accounts

Insurance

Location
United Arab Emirates - Abu Dhabi
Education
Master's degree, Finance/HR
Experience
3 years, 7 Months

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Work Experience

Total years of experience :3 years, 7 Months

Account Executive, Key Accounts at Insurance
  • United Arab Emirates - Abu Dhabi
  • August 2012 to September 2014

Accounts Assistant August 2012 - Sep 2014
Gargash Insurance Services LLC is UAE’s leading professional insurance intermediary delivering excellence in insurance broking and consultancy services.

Responsibilities:

Posts customers payment by recording cash, cheque, credit card, Bank Transfer and PDC cheque transaction.
Posts revenues by verifying and entering transactions from lock box and local deposit.
Updates receivables by totaling unpaid invoices.
Resolves valid or authorized deduction by entering adjusting entries.
Aging Analysis: Follow up for the collection for overdue accounts/ as identified and communicated by the credit control for the further action.
Co-ordinate with the Marketing agents/Clients for the queries raised and providing necessary support for the same
Escalation to the credit control/Branch Manager in case of any disputes for the collection/reconciliation.
Resolves invalid or unauthorized deductions by following pending deductions procedure.
Maintain a credit approval application file, containing all approved applications with the required details and period of credit to be allowed.
Ensuring on weekly basis, motor policies billed thru online portal are billed in the system by cross checking with the details of the policies in the register maintained with underwriters and debit notes raised in the system. In case of any lapses, to be escalated immediately.
Queries received from Reconciliation to be sorted within the next payment cycle and providing an update for the same

Premium Payment Warranty (PPW) cases, maintain a track of the policies and send request for the collection to agents/Credit control with a minimum of seven days ahead of the due date. Request for the release of payment to Insurance Company
Responsibility for petty cash including maintenance of petty cash records and completion of a cash reconciliation at each month end,
Reconciliation of the credit card account.
Ensure the trial balance is up to date at each month end and prepare relevant reports for review by the financial accountant.
Preparing the monthly bank reconciliation for review by the financial accountant.
Assist the financial Accountant in preparing the year-end audit file to ensure that all information is ready and available in time for the statutory audit.
Protects organization’s value by keeping information confidential.
Updates job knowledge by participating in educational opportunities.
Accomplishes accounting and organization mission by completing related results as needed.

Documentation Officer at ADCB
  • United Arab Emirates - Abu Dhabi
  • June 2011 to September 2011

ADCB June 2011 - September 2011
Abu Dhabi
Documentation Officer

ADCB is one of the leading Banks in UAE. I joined as a Documentation Officer in Documentation Department. My Responsibilities included but was not limited to:
➢ Responsible for the arrangement of security files as per documentation list for the implementation of Enterprise Documents Management System to be introduced by Documentation Department.

➢ Responsible for the process of documents scanning preparation process such as Separate the hard binds, copies of laminated /thin/old/deteriorate papers

➢ Responsible for the post scanning process such as return the documents in relevant file and return the file to safe custody

➢ Responsible for the process of scanning of documents in Omni scan & association of documents in Omnidocs systems maintained in the computer.

HR Trainee at Serivion Global Solution Ltd
  • India
  • May 2009 to May 2010

Serivion Global Solution Ltd. May 2009 - May 2010
Chennai
HR Trainee

Responsibilities included screening of resumes mainly for our Chennai based clients. During this one year I have learned a lot about the recruitment procedures. My main duties include:
➢ Screening Resumes.

➢ Short listing candidate.

➢ Conducting on-line exam

➢ Arranging Interviews

➢ Liaising with Clients and Candidates

Education

Master's degree, Finance/HR
  • at Sathyabama University
  • January 2009

Degree Obtained Institute/ University Board Year of Passing Percentage/GPA MBA (Finance/HR) Sathyabama University, Chennai Sathyabama University 2009 7.80 (Distinction)

Bachelor's degree, Computer Science
  • at Arts & Science College
  • January 2007

B Sc (Computer Science) Noorul islam Arts & Science College Manonmaniam Sundaranar University 2007 73.6%

High school or equivalent, Maths & Science
  • at Sri Vivekanada Matric Hr. Sec. School
  • January 2004

Higher Secondary Sri Vivekanada Matric Hr. Sec. School State Syllabus 2004 57.5%

High school or equivalent, S S L
  • at Sri Vivekanada Matric Hr. Sec. School
  • January 2002

S S L C Sri Vivekanada Matric Hr. Sec. School Matriculation 2002 56.4%

Specialties & Skills

Science
Management
Preparation
Finance
MBA Finance
MS Tools

Languages

Malayalam
Intermediate
English
Expert
Tamil
Expert