Technical Office Manager
Future Insurance Brokerage
Total years of experience :4 years, 11 Months
• Develop, recommend, implement, and interpret client service procedures; evaluate the ongoing effectiveness of current operations and systems
• Coordinate activities with other internal units as required to meet customer needs
• Address unusual or difficult inquiries/situations through direct personal action or refers to the appropriate individuals
• Ensure effective and efficient management of underwriting and claims units in the organization
• Help in the management of staff in the organization
• Ensure customer complaints are identified and recorded. Also, acting as the escalation point for complaints
• Participate in Client review meetings, external audit feedback sessions and new business tender processes
• Ensure that work levels are evenly distributed across the teams; implement work reallocation strategies where appropriate to ensure effective Work in Progress management.
• Take appropriate action to address situations where referrals are not being made.
• Work towards agreed budgeted revenue and costs. Construct and effectively manage team budgets.
• examining insurance proposals
• collecting background information and assessments of risk
• analyzing statistical data using specialist computer programs
• writing quotes and negotiating the terms with brokers and clients
• determining premiums
• preparing insurance policies terms and conditions
• liaising with insurance brokers and customers
taking details when a customer reports a claim
• issuing claim forms
• giving advice on the claim process to customers
• checking insurance claims
• making sure that premiums have been paid and that the policy covers the claim
• gathering information such as receipts, photographs or valuations
• telling customers how their claim might affect their policy premiums in the future
• arranging payments on straightforward claims
• Referring doubtful, complex or high-value claims to a claims manager.
Tanta University, faculty of Commerce June 2011 Accounting Department - English Section "B.Sc. of Commerce" Overall Grade: Pass