With 19 years of rich and extensive experience in the field of insurance underwriting and claims, managing individual and group portfolios. I believe I have a strong work ethic, committed to providing the best possible service to the clients, work well under pressure, highly motivated, keen attention to detail, ability to inspire trust in clients and colleagues alike and possess decisiveness. Qualifications The Chartered Insurance Institute Certification Level April 2010 Further studies is being taken with CII)
Classes of Insurance Handled - Property All Risk, Liability, Engineering, Casualty, Personal Lines Assess and understand the information gathered from the client in order to assess the risk of the person/s or properties to be insured, prepares quotation slips and forward the same to various insurance companies to obtain rates, terms and conditions.
Once quotations are received from various insurance companies, this will be evaluated and reviewed then prepare a comparison table for client's review and recommend which terms and conditions will suit their insurance requirements, after the client selected the desired terms and confirms cover a placement slip will be prepared and sent to the insurer who provides the best terms and follow-up from them the documents for sending to the client promptly.
Reviews each expiring policies to determine the risks and claims experience and seek alternative quotation from various insurance companies especially when an advice for an increase in renewal premium is received from incumbent insurer, then prepare renewal notices to the clients one month before expiring date.
Checking of claim documents received from the client as to completeness of records in order to ensure processing of settlement on time.
Then review the computation before sending the settlement cheque to the client.
Attends to client's request on amendments of their policies from time to time, maintains file for each account and assists the accounting department in collecting premiums.
Classes of Insurance Handled - Employee Benefits, Marine, Travel, Workmen's Compensation, and Motor Insurances Gathers and review information obtained from the client in order to assess the risk of the employees and shipments to be insured, prepares quotation slips and forward the same to various insurance companies.
Evaluates and review the policy terms and conditions as well as the premium rates received from various insurance companies and select the best proposals obtained and submit the same to the client for their approval.
Prepares placement slips to the insurance company and from time to time follow-up for the documents such as policies, endorsements and health cards.
Review the claim documents received from the client as to the completeness of the receipts and reports required in order to ascertain smooth process and settlement of claims on time.
Then evaluate the claims computation before sending the settlement cheque to the client.
Maintains and services accounts by initiating the necessary policy amendments; checking, reviewing, compiling and forwarding to insurance companies documents necessary for claims settlement.
And review the claims settlement computation before sending to client.
Assists the clients in the compilation, drafting and/or typing/encoding of their summary of insurance coverage.
Prepares renewal notices and review each expiring policies to determine the risks and claims experience of each client especially when the renewal term from the insurance company increases.
Attends to daily telephone or walk-in inquiries and assists the accounts department in collecting premiums.
Insurance Class Handled - Medical, Group Life, and Personal Accident Compile all the necessary information needed to assess the degree of risk as to number of persons to be covered, age group and gender as well as the previous insurance history.
Designs various insurance plans based on the needs of the client and solicit quotations from different insurance companies, negotiate the premium rates quoted, and evaluate/study their policy terms and conditions.
Compile the best solicited quotations and present the same to the client for their final approval of the best option.
Prepare placement slips to the insurance company and follow-up documents from them such as policies endorsement, health cards or claim settlements.
Attends to telephone or walk-in inquiries.
Maintains file for each client.
Assist the clients in cascading the benefit to their employees which also includes assisting the enrollees when problem arises during hospitalization or medical check-ups Compiles and check the claim documents received from the client and submit the same to the insurance companies for settlement.
Review individual and group policies to determine the insurance risk and renewal premium using the claim utilization report in order to prepare the renewal notices to the client Prepares billings, statement of account, various reports such as monthly and annual production, annual budget, and also prepares monthly variance report based on the budgeted production vs.
booked premium Assist in collecting premium payment from the client.
And attend to other duties assigned by the superior.
Education
1 1986Adamson University － ErmitaBachelor of ScienceAccountancyAccountancy
