Account Executive

• Jun 2017 - Present

Client Executive

• Jul 2008 - May 2017

• Provide advice to clients on a range of insurance • Helping clients with quotes, renewals and endorsements • Answering and transferring calls in a professional manner • Meeting and greeting clients and ensuring they are cared for at all times • Processing of mail • Management of the businesses inbound and outbound documents • Preparing letters and documentation to send out to clients • Reviews coverage specifications to be submitted to insurance companies for accuracy. Receives premium quotes from markets and send to client for consideration and review. Addresses and resolves problems with invoices. • Provide quality and timely service and assistance to Account Managers & Claims Section on inputs in markets and marketing strategy, especially in the prospecting and renewal mode. • Performs miscellaneous clerical functions relating to client servicing specifically on all lines policies such as preparing invoices, maintaining the renewal control files, monitoring expirations and corresponds with other company offices. • Performs routine tasks such as photocopying, faxing, typing, filing and other clerical functions. Produces miscellaneous PC documents as needed. Prepares executive summaries and loss experience reports. Show less

Reinsurance Assistant

• Jul 2007 - Jul 2008

• Assist in acceptance of Facultative Reinsurance Inward offers (all lines). • Prepares monthly production report • Prepares inward facultative expiry list and send to various accredited reinsurers and companies. • Encodes inward reinsurance binders, alteration advises, invoices and credit memos (all lines) • Maintains all files pertaining to reinsurance inward facultative business • Sends monthly statement of accounts • Monitors renewal and new accounts. • Assist in acceptance of Facultative Reinsurance Inward offers (all lines). • Prepares monthly production report • Prepares inward facultative expiry list and send to various accredited reinsurers and companies. • Encodes inward reinsurance binders, alteration advises, invoices and credit memos (all lines) • Maintains all files pertaining to reinsurance inward facultative business • Sends monthly statement of accounts • Monitors renewal and new accounts.

Branch Policy Issue Clerk / Cashier

• Mar 2000 - Jul 2007

• Issue insurance policies/endorsements. (Fire, Motorcar, Personal Accident & Casualty) • Prepares daily collection and monthly production reports • Responsible in handling and settlement of claims • Prepares quotations and proposals concerning insurance coverage an premiums • Monitors and updates monthly renewals • Acts and performs the functions of the administrative secretary to the branch manager • Handles inquiries and requests of agents and client • Checks incoming mails and emails • Filing of various documents and reports • Telemarketing • Assists walk in clients • As a cashier, acts as a custodian of company funds, issued official receipts, statement of accounts, provisionary receipts, invoices and cheques. • Handles accounts receivables • Exercises monetary responsibility and holding company funds in-trust • Responsible for collection of premiums Show less