Fouad Dagher Email & Phone Number

Cyprus

Verify, allocate, post, and reconcile transactions.Substantiate financial transactions by auditing documents.

Identifying sales opportunities for insurance plans and overseeing the portfolio of my clients.Identifying risk management strategies, handling policy renewals, and tracking claims.Establish a relationship with prospective clients through networking, cold calling, and referrals. Assessing clients’ financial situation by gathering information regarding investments, savings, and retirement planning; evaluating risk tolerance. Obtaining clients’ commitment by explaining proposed financial plans; explaining advantages and risks; providing explanations; alleviating concerns.Calculate dividends and create payment methods.Create and implement marketing strategies to compete with other insurance companies

Receiving/verifying/booking/reconciling invoices from suppliers across ME region. Handling bank payments for the region (SunSystems and payment vouchers).Communicating with vendors across the Middle East.Uploading and confirming ME expenses across accounting systems

Auditing expenses from all ME countries, communicating the issues and solving the queries.Processing the payment/deductions for the ME countries using SunSystems (payment run).Preparing payments for Lebanon staff (Cheques) and posting the entries through Vision.

Responsible for payments related to workmen compensation.Coordination with next care on day-to-day claims (medical and workmen compensation).Account executive/representative for Icarda and ACS (medical groups).

Follow up claims’ recoveries with insurance companies. Auditing on car spare parts and claims.Follow up unpaid policies and deductibles with agents and clients. Assisting the claims front office in the day-to-day work.

Issuing corporate policy contracts.

Cyprus

Preparing trial balances and final queries for investment companies and clients respectively. Bookkeeping for larger companies and making VAT forms. Processing account entries, invoicing, provisions, cash flow, and final accounts.

Lebanon

Delivering client service by executing financial transactions. Perform cash management, balance cash drawer and petty cash management. Resolve account services issues and responding to client inquiries promptly and effectively.

Bachelor Of Business Administration (B.B.A.), Banking And Financial Support Services

Lebanese Baccalaureate, General Sciences

Science Division