Senior Associate

• Sep 2021 - Present

Marketing Coordinator- Direct Key Accounts- Head Office

• Oct 2015 - Nov 2022

• Insurance Products Handled- Medical, Engineering, Property, Life, Personal Accident, Motor, Marine, Casualty.• Register 100% of existing and new client quotation requests and follow ups.• Maintain renewal book for Direct Non Broker clients for all insurance classes at 80%.• Handle direct enquiries through walk in/calls and support the company marketing executives in day to day activities.• Identify gaps in current process and suggest process improvements & implement the same.• Follow up on outstanding premiums over credit period and ensure collection within the next 30 days.• Assist Marketing team with Presentations for new clients as well as account performance review.• Compile and submit reports relating to underwriting function such as Premium Production, Policy Issue / Renewal, etc. with comparative trend analysis on Daily/ Weekly/ Monthly basis.• Manage Marketing and Customer Service team to provide excellent and proactive service to Corporate and Walk in Clients.• Run production reports across all the branches/ classes of business and provide to the Executives and Managers on daily basis.• Provide excellent customer service to walk in clients projecting a professional image of EIC. Attend to customer enquiries and offer suitable need-based solutions. Attend to Customer Complaints and offer prompt resolution to their grievances. Show less

Executive Secretary to the Chief Marketing Officer

• Apr 2015 - Oct 2015

• Liaise with internal and external stakeholders on behalf of the CMO.• Maintain electronic and hard copy filing systems using designate protocols, and ensuring timely retrieval of documents.• Initiate yearly review of UW Manual, Claims Manual, Marketing Manual, Motor SOP and CS SOP with respective teams incorporate changes and release the same.• Initiate Yearly review of Claims and UW License for the pillar.• Assist CMO in drafting Business Plan and forecast Budget.• Extend Support to the team for Data Collation, Design Document Formats for ongoing projects.• Schedule Individual portfolio Review within the pillar for the Review of previous Month. Show less

Sales Coordinator

• Nov 2013 - Mar 2015

Facilitating administrative support for the sales and management process of existing and new business development, negotiate rates and conditions with service suppliers and agents on line with the demand for required services. •To prepare quotations to direct customers and agents to sell the company •To administer all quotations and services in the company •To negotiate rates and conditions of suppliers in co-ordination with the Commercial Supervisor. •To maintain statistics of offers and performance of customers •To communicate with our agents so that all people involved know all agreements with customers and suppliers. •To comply with norms laid down in document, General Job Description •To deal with our agent network in USA, UK, Europe, Middle East and Asian Countries on daily basis for costs, pricing, local requirements and to obtain customer or market feedback. •To directly get in touch with customers to discuss offers, projects and business development possibilites. •Be open and willing to attend customer visits in Dubai either with or without the sales supervisor to mainatin the customer relationship. •Negotiate with our agents and shipping lines for local charges and oceanfreight/airfireight costs. Show less

Financial Analyst

• Oct 2011 - Mar 2013

Transactions Service - Deceased Estate Team Managed Deceased Accounts such as Sole, Joint, Company, Partnership, Trust, E- Trade, Investment Portfolios, Business loans, Personal Loans, Mortgages, Cards, Locked Boxes and Sealed Packets of the Customers. Routine Interactions with Government Bodies, Solicitors, Executors & Beneficiaries for the Purpose of Closing Accounts & Releasing Funds. Expertise in Written Communication & Legal Correspondences with End- Clients. Wealth Operations Processing of Superannuation Funds - Pensions & Investments Receipting and Banking Funds to Member Accounts of Clean Simple Cheque Payments Quality Checking and Payment Authorizations Updating Customer Details, Withdrawals and Rollovers for Customer Policies Show less

Administrator

• Jun 2009 - Jan 2013

Assist clients with property sales and development, analyse market trends to determine competitive market prices and provide legal, economic and market advice. Meeting Banks, Legal Representatives & Taking Care of Existing Customers (complaints, issues & other services). Assist clients with property sales and development, analyse market trends to determine competitive market prices and provide legal, economic and market advice. Meeting Banks, Legal Representatives & Taking Care of Existing Customers (complaints, issues & other services).