An experienced supervisor and trainer; able to explain information clearly, recognize excellence in individuals, and inspire team members to achieve their potential while working toward common goals.
Managing as Process Head for Reinstatement.
Lead a team of 8 staff to oversee full spectrum of Reinstatement functions with EFU Life.
Work closely with group of HOD on full spectrum of financial matters concerning operations pertaining to business strategy, performance management, cash management and sales analysis.
Coordinate with internal teams such as Sales and Accounts, HR, facilitates and legal to accurately model past and future financial performance.
Drive process improvements in automation of financial reporting through close collaboration with up-stream process owners
Aiding in the expediency of all written and/or verbal communication with clients as well as sales representatives regarding day-to-day qualms, business and evaluation of the risks.
Renewal intimations, process monthly receivable contributions, maintaining good business portfolio is my mainstay responsibility.
Key responsible for handling and facilitating at Customer Services department to all sorts of Customer Complaint lodging it over and resolving Customer’s case regarding policy premium, premium adjustment, addition and subtraction of riders, sending requirement letters etc.
Collecting medical information about the applicants and evaluating them based on the standard underwriting guidelines.
Responsible for analyzing risk of life insurance applicants as an underwriter, ensuring that company’s vision, mission, and goals are achieved.
Singlehandedly handling all Bancassuarance clients for the process of Reinstatement.
Directly reporting to the Head of Client Services Department.