Rana Dagher
Financial Advisor at Fidelity Assurance & Reinsurance Co. S.A.L.- Claim this Profile
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Bio
Experience
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Financial Advisor
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Jan 2019 - Present
Providing life insurance coverage to take care of what's most important,helping customers finance the bigger things in life,providing financial solutions for income in order to maintain a certain standard of living in case of income loss.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Calculate premiums and establish payment method.Call on policyholders to deliver and… Providing life insurance coverage to take care of what's most important,helping customers finance the bigger things in life,providing financial solutions for income in order to maintain a certain standard of living in case of income loss.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Calculate premiums and establish payment method.Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.Confer with clients to obtain and provide information when claims are made on a policy.Contact underwriter and submit forms to obtain binder coverage.Customize insurance programs to suit individual customers, often covering a variety of risks.Develop marketing strategies to compete with other individuals or companies who sell insurance.Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.Install bookkeeping systems and resolve system problems.Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.Perform administrative tasks, such as maintaining records and handling policy renewals. Show more Show less
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Head Of Unit
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Jan 2016 - Jan 2018
Participate in recruitment and selection process in line with the Company policyFacilitate Agents training and development sessionsCoach and mentor the AgentsIdentify and nurture talent/high performersEnsure completion and signing of performance contractsContinuously review the individual's performanceMonitor individual and team targetsPutting customer first, ensure appropriate delivery. of customer valueLiaising with the RSM and the marketing department to implement… Participate in recruitment and selection process in line with the Company policyFacilitate Agents training and development sessionsCoach and mentor the AgentsIdentify and nurture talent/high performersEnsure completion and signing of performance contractsContinuously review the individual's performanceMonitor individual and team targetsPutting customer first, ensure appropriate delivery. of customer valueLiaising with the RSM and the marketing department to implement the appropriate marketing strategiesEstablishing and maintaining a sound client base and leadsSafeguarding and enhancing the company’s brandManage and reduce business risks.Achieve the yearly quota as it's mentioned by the company. Show more Show less
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Life insurance advisor
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Aug 2014 - Aug 2015
Providing life insurance coverage to take care of what's most important,helping customers finance the bigger things in life,providing financial solutions for income in order to maintain a certain standard of living in case of income loss.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Calculate premiums and establish payment method.Call on policyholders to deliver and… Providing life insurance coverage to take care of what's most important,helping customers finance the bigger things in life,providing financial solutions for income in order to maintain a certain standard of living in case of income loss.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Calculate premiums and establish payment method.Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.Confer with clients to obtain and provide information when claims are made on a policy.Contact underwriter and submit forms to obtain binder coverage.Customize insurance programs to suit individual customers, often covering a variety of risks.Develop marketing strategies to compete with other individuals or companies who sell insurance.Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.Install bookkeeping systems and resolve system problems.Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.Perform administrative tasks, such as maintaining records and handling policy renewals. Show more Show less
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Life Insurance Consultant.
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Dec 2004 - Dec 2013
Providing life insurance coverage to take care of what's most important,helping customers finance the bigger things in life,providing financial solutions for income in order to maintain a certain standard of living in case of income loss.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Calculate premiums and establish payment method.Call on policyholders to deliver and… Providing life insurance coverage to take care of what's most important,helping customers finance the bigger things in life,providing financial solutions for income in order to maintain a certain standard of living in case of income loss.Attend meetings, seminars and programs to learn about new products and services, learn new skills, and receive technical assistance in developing new accounts.Calculate premiums and establish payment method.Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries.Confer with clients to obtain and provide information when claims are made on a policy.Contact underwriter and submit forms to obtain binder coverage.Customize insurance programs to suit individual customers, often covering a variety of risks.Develop marketing strategies to compete with other individuals or companies who sell insurance.Ensure that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.Explain features, advantages and disadvantages of various policies to promote sale of insurance plans.Explain necessary bookkeeping requirements for customer to implement and provide group insurance program.Inspect property, examining its general condition, type of construction, age, and other characteristics, to decide if it is a good insurance risk.Install bookkeeping systems and resolve system problems.Interview prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.Monitor insurance claims to ensure they are settled equitably for both the client and the insurer.Perform administrative tasks, such as maintaining records and handling policy renewals. Show more Show less
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Executive Account
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Dec 2000 - Dec 2003
Account executive or account handler. Direct link between the advertising agency and the clients. Understanding client's goals and need, providing clients with the best consultancy according to their needs. Achieving yearly targets and the ability to work with a team under stressful situations .The ability of prospecting for new accounts.Maximising companies portfolio by looking for new clients.
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