Jan Michael Cruz Email & Phone Number

United Arab Emirates

Manage and support the renewal process for existing corporate clients. This includes coordinating with the Account Manager throughout the entire renewal process until payment is completed. Request renewal terms from the current insurer and quote from new insurers. Prepare comparisons of benefits and premiums, and create renewal presentations. Assist in processing of new application upon non-renewal with existing insurer. Real-time update of client premiums and maintenance of customer master files in Management Information system. Provide excellent customer service by addressing client concerns related to their policies. Reconcilation of payments against invoices. Generate monthly reports for large corporate clients.

Dubai, United Arab Emirates

Administer individual policies by handling applications, renewals, payments, endorsements, and cancellations. while monitoring clients' policies throughout the year and following up on outstanding payments. Efficiently organize follow-ups with insurance companies, clients, and the sales team. Ensure proper documentation of client policies for both new and renewing clients. Adress clients concerns regarding their policies. Supervise junior relationship admins in their daily tasks.

Manila Philippines

Prepare and analyze data using MS Excel, MS Access, and client-based applications. Gather data for process improvement, manage data in CRM system, and generate reports using SQL. Draft regular performance and compliance reports, interpret data trends and issues, and suggest areas for improvement.

Manila, Philippines

Assist customers with their internet service problems (ADSL, Cable, and Wireless Broadband), troubleshoot issues, assist with email and device problems, handle billing and sales inquiries, and document customer interactions. Enter data into CRM system.