Preparation of reports to share the progress and performance.To coordinate with underwriting department for motor insurance.To coordinate with claims department for motor claims.To conduct client meeting for fleet management services.To coordinate with banks and corporate clients for tracker and insurance.Data analysis of insurance and tracker renewals policies on monthly basis. Data analysis of insurance and tracker renewals policies on monthly basis.To insure strong relationship building between linked departments.Implement and maintain the CRM system ensuring data accuracy and consistency.Collaborate with marketing and sales team to develop and execute CRM strategies.Develop the new ways to meet customers' needs.Handling customer Complaints.Overseeing the interactions between customers and key team members, such as customer services and Representatives insure strong relationship building between linked departments.

AML-KYC-CDD checklistCategorization of risk (High or Low)Revision of existing cases on Rosetta or physical filesReview of case file (application FATCA/CRS/Illustration/Specimen signature)Use of Swiss-re/Munich-re for evaluation of build and occupationsUnderwriter’s comments (issue the case or send requirements)Input information about applicant’s occupation, occupation code &cash/non-cash for new AML.Obtain approval of higher management in case of high risk categoryUnderwriting of the cases where called requirements have been received.Apply rating for occupation/residential/medical with addition of extra rider.Input applicant’s information about his occupation, occupational code,cash/non-cash, high or low risk in new screen of AML-KYCStrong analytical skills and attention to detail .Ability to multitask and work under pressure to meet strict deadlines.

Review and verify medical documents for completeness and accuracy.Communicate with healthcare providers to gather additional information when needed.Maintain accurate and up-to-date records of all medical approval processes.Collaborate with other team members to streamline the approval workflow.Ensure compliance with relevant regulations and guidelines.Evaluate medical documentation to determine eligibility for approval.Follow established guidelines and criteria for making approval decisions.Collaborate with Medical Approval Coordinators to gather additional information when necessary.Maintain a thorough understanding of relevant regulations and policies.Provide clear and detailed explanations of approval decisionsAssist in organizing and maintaining medical records.Manage appointment scheduling and coordination.Prepare and distribute internal and external communications.Support the team in data entry and record-keeping.

Review and analyze medical claims for accuracy, completeness and compliance with policy terms.Adjudicate claims based on established guidelines, policy provisions, and regulatory requirements.Ensure timely and efficient processing of claims to meet organizational standards.Verify the authenticity of submitted medical claims by cross-referencing with medical records and supporting documentation.Maintain accurate and detailed records of claims, payments, and any correspondence related to the claims process.Communicate with healthcare providers, policyholders, and internal stakeholders to gather necessary information or clarify claim details.Provide clear and concise explanations of claim decisions to relevant parties.Address inquiries and concerns from policyholders, healthcare providers, or internal teams related to claims processing.Strive to provide excellent customer service while maintaining a focus on claims accuracy.

Business Development Training for Life insurance.