team leader account officer jam 3 resume example with 18+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
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Summary
Detail-oriented Account Officer with 13 years of comprehensive experience in handling non-life insurance accounts, particularly motor, home, engineering and travel insurance. Knowledgeable in risk evaluation and with excellent skills in administration such as proposal and reports preparation and policy issuance. A collaborative team player adept at managing simultaneous tasks without sacrificing standards.
Skills
Experienced Insurance Account Officer
Goal-oriented, self motivated and adaptable professional who can work in a fast-paced environment.
Fast learner with proficient attention to details
Capable of working independently as part of the team
Good organizational skills developed in a variety of deadline oriented situations.
Highly inquisitive, creative and resourceful.
Coachable and more than willing to obtain any additional knowledge through seminars and trainings
Experience
TEAM LEADER/ACCOUNT OFFICER (JAM 3), 02/2015 to 03/2023 First American Financial – Cottonwood School, WY,
Responsible to direct the product line team in the accomplishment of the daily transactions, ascertain compliance to the standard processing turnaround time and validate accuracy/ completeness of various broking slips.
Directs the product line team in the accomplishment of the daily transactions
Ascertains timely request and adequate insurance cover for all booked loans
Monitors weekly production to ensure the team's monthly budget is achieved
Ensures the standard processing turnaround time is strictly followed
Checks accuracy of quotation/proposal, placement slip, cover note and endorsement
Ensures policy contracts/ endorsements are received from Insurer within the agreed turnaround time
Conducts/attends meetings with Insurance partners to get updates and resolve issues/ concerns, if any
Coordinates and negotiates best rate, term and condition with the Insurer based on the insurance requirement of the proposed insured
Studies/ evaluates insurance risk and initiates recommendations for possible improvement of the existing package
Establishes good working relationship and closely coordinates with BDO branches, Bank CLG counterparts, Insurers and various units in the organization to ensure work efficiency and effectiveness
Generates/prepares management reports accurately and submits to immediate superior within the specified time
Provides timely and accurate replies to audit findings, if any
Responds to the inquiries of internal and external clients on time
Prepares quotation/ proposal, placement slip, cover note and endorsement accurately and within the standard processing turnaround time
Forwards quotation/ proposal to branch/ client on time and duly acknowledged
Maintains clients' files and ensures completeness of the same
Performs other tasks/ duties that maybe assigned from time to time by immediate superior or senior management
SALES ASSISTANT, 12/2009 to 01/2015 Fiducial – Jacksonville, FL,
Responsible for providing sales support to Department Heads
Provides sales support such as client interface, proposal preparation of standard accounts, encode policies for issuance, records maintenance for valued accounts/accounts with special conditions and reports preparation.
Exercise sales acceptance authorities with prudence
Handles residential fire and motor accounts
Has the technical knowledge on all lines of non-life insurance products
Account Visitation
Meet sales targets of assigned brokers/agents/direct accounts
Prepares daily production report for the division
Monitors unapplied bank payments of the team
Collections and claims coordination
Prepares Monthly Reports of the team
CUSTOMER SERVICE REPRESENTATIVE (SMS ACCOUNT), 09/2008 to 08/2009 Kgb_ Philippines – City, STATE,
Attends to all calls/messages received from the customers.
Assists clients on their calls by giving them accurate information and right direction.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Answered chats to facilitate customer service.
PURCHASER, 07/2004 to 07/2008 Carina Apparel Inc. – City, STATE,
Responsible for needed fabrics, thread and nylon yarn needed of Production Department.
Monitors available materials and check stock inventory.
Analyzed data to optimize inventory turns and maintain sufficient inventory, meeting customer demands
Give information to immediate superior for changes and improvements and awaits approval.
Places orders with the supplier by sending Purchase Order.
Monitors availability of materials and makes constant follow up with supplier.
Coordinates with HK – group of companies for needed materials.
Collects all related Invoice and send to HK Material Coordinator for their approval.
Tracked shipments to ensure delivery on time and in excellent condition.
Filing and storing purchasing records
Settles the invoices for payment of both local and oversea supplier.
Education and Training
Bachelor of Industrial Technology: COMPUTER ENGINEERING TECHNOLOGY, Expected in 03/2004 to BATANGAS STATE UNIVERSITY - Philippines, GPA:
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