Consultant
Nexus Insurance Brokers
مجموع سنوات الخبرة :10 years, 2 أشهر
• Gathering information from clients, assessing their needs and risk profile.
• Building and maintaining ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients' businesses or lives.
• Foreseeing clients' insurance needs, such as policy renewals.
• Researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price.
• Arranging specialized types of insurance cover in complex cases.
• Ensuring clients understand the terms and the extent of the cover provided in line with industry regulations.
• Renewing or amending existing policies.
• Advising clients, how to make a claim on their policies.
• Marketing and acquiring new clients.
• Developing long term relationships with clients
• Administrative tasks such as paperwork, correspondence and keeping detailed records.
• Winning accounts against competitors.
• Keeping up with changes in the insurance market and in the clients' industries.
• Collecting insurance premiums and processing accounts.
ROLE PLAYED
Consultant
• Gathering information from clients, assessing their needs and risk profile.
• Building and maintaining ongoing relationships with clients including scheduling and attending meetings and understanding the nature of clients' businesses or lives.
• Foreseeing clients' insurance needs, such as policy renewals.
• Researching insurance companies' policies and negotiating with underwriters to find the most suitable insurance for clients at the best price.
• Arranging specialised types of insurance cover in complex cases.
• Ensuring clients understand the terms and the extent of the cover provided in line with industry regulations.
• Renewing or amending existing policies.
• Advising clients, how to make a claim on their policies.
• Marketing and acquiring new clients.
• Developing long term relationships with clients
• Administrative tasks such as paperwork, correspondence and keeping detailed records.
• Winning accounts against competitors.
• Keeping up with changes in the insurance market and in the clients' industries.
• Collecting insurance premiums and processing accounts.
Corporate Account Handler
• Analyse and renew non motor policy ( Commercial, CAR, PL, PAR, life and medical policies).
• Maintained $38 million AED existing account renewal book to a 100% renewal retention.
• Conducted client and insurance meetings on all major renewals.
• Participated in insurance and product training meetings.
• Reviewing and ensuring underwriting and service standards are met on assigned accounts.
• Developed insurance proposals, prepared policies and endorsements, obtained Home Office underwriting approvals where needed.
• Provides support and assistance to other functions and operating units of the organization.
• Assist in planning, developing and carrying out strategy for operational management and development to meet agreed organizational performance within agreed budget and timescale.
• Streamline processes and procedures to attain greater efficiency in workflow and deliverables.
• Liaise with other departmental managers to find out their requirements for organizational development.
• Evaluated and negotiated terms on fleet policies with premium value up to 2 million AED.
• Developed and maintained excellent customer relationships and new business opportunities through daily communication.
• Monitored financial and loss reports. Utilized loss control and risk management practices.
• Negotiated liability exposures and subrogated claimant carriers on behalf of policyholders.
• Educated and informed the insured on their policies and the claims process, personally yielding higher customer service.