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概要
Dedicated Life Insurance professional with vast Experience in Sales operations & Underwriting Dept. As a life insurance Professional,i have a history of meeting company goals utilizing consistent and organized practices. br/Being Life Underwriter, br/- Reviewed financial and medical documents to determine ratings on policies.br/- Risk Assessment of Insurance Policies.br/- Make a decision to accept, modify or reject an insurance application after scrutiny.br/- Refered Policies to actuarial, Doctors, Third Party financial investigation and reinsurance for further decisions.br/I thrives on learning new skills quickly and approaches daily challenges with flexibility and openness to changing needs.
项目
工作经历
Life Insurance - Underwriter
Collect appropriate and accurate information required to assess potential clients and decide on the acceptable risk for a policy.
Review policy applications based on the previous loss records, age, medical report, credit ratings and driving records.
Prepare reports that detail risk assessment findings that contribute to the final decision.
Make a decision to accept, modify or reject an insurance application after scrutiny
Regional sales coordinator
divpCoordination with sales team regarding policy premium , requirements raised by UW, debited reports, sales tracker report and other ./p
pDealing with customers regarding issues in policy. guiding customer regarding cancellation, premium transfer/cheques , endorsement after issuance and other services. Providing customer services was a prior responsibility ./p
pSupporting sales staff in month end closing./p
pPreparing sales, issuance , requirements reports and sharing them with HO and discussion with head of Department./p
pPetty cash handling and other administration activities. Like dealing with vandor , arranging meetings and sale/purchase of items/p/div
Assistant and accounts officer
Record keeping
Assets management
Receiving clients
Receiving calls and mails
Cash management
Expenses sheets manitenance.
Salaries distribution.
Clearance of vouchers.
