Able to provide Life and General Insurance Advice and services. HMU

Client Servicing:Analyze medical claimsPropose the most suitable insurance solution to clientsDevise and deliver employee communication planAssist Claims team, where required in the event of claims by clients under your careIdentify cross-selling opportunities with other DivisionsPromote good team spirit and co-operation

Product Strategy / Beverage Consulting / Managing Inventory / Operations/ Business DevelopmentInitially as a 3 person team, we achieved the following by Dec 2019.1. Steady Income from Events Sales2. Secured New and Interesting Retail / Commercial Points.3. Positioned the company as a unique purveyor of craft spirits and sake.

Oversee all day to day service of client basePerform Account Executive duties for key accountsCoordinate, supervise and delegate projects and initiativesIdentify and address training and coaching needsProvide leadership to others through example and sharing of knowledge/skillParticipate in proactive team efforts to achieve departmental and agency goalsWork closely with other Team Leaders on department strategic objectivesEnsure concise and accurate budget projections and reporting for large and self funded accountsDevelop and implement Policies & ProceduresProvide support and guidance to service team members and ProducersReview and resolve customer related issues and complaintsMaintain positive working relationship with various business partnersOversee compliance with all areas of account managementPerform other duties as assigned

Maintain and strengthen relationships with assigned loyal patrons via telemarketing and service focused activities.

Build the Corporate Risk department while servicing Multinational Clients • Business Development o Grew Accounts organically and secured Referrals consistentlyo Participated in Tenderso Strategy planning to secure and grow industry segments• Account Managemento Achieved the most efficient and effective method in presenting renewals to Clientso Delivered consistent and customized service standards and documentation• Servicing the Multinational/ Inbound Accountso Changed the methodology to built clear communication channels between all parties.o Supported US and UK AJG offices together with Network Partners to Ensured a smooth transition when taking over the General Insurance Portfolioo Grew Accounts locally to ensure profitability of the BusinessHad an epiphany and chose manage my own expectations.

1. Facilitate the prompt placement of Facultative business from the ASEAN countries in accordance with the client’s requirements and needs, in a timely manner in accordance with regulatory requirements acting in the best interest of the client at all times.2. Provide a quality service to clients covering all aspects of their insurance arrangements; to advise, arrange and secure the appropriate cover at a competitive premium.3. Prepare placement slips & endorsements and placing process, and to work on allocated tasks and projects as directed in order to facilitate the business operations.Main Responsibilities include:Managed reinsurance intermediation as part of the team including production, risk placing, client servicing, claims handling and associated functions.Provided advice on contract documents within specified classes of business. Used appropriate class of business knowledge to produce contract documents and documents suited to the client’s needs. Recommended amendments to policies/contract documents produced prior to agreement by Underwriters.Resolved Underwriter’s queries in a timely manner. Ensured sound business practices and an adequate and pro-active risk control framework within the team and work within authority. Created contract documents and maintain database of contract documents and policy information.Prepared clear and accurate documents and wordings for clients which provide the best possible cover in the market and adhere to all regulatory requirements.Maintained up-to-date and orderly files, and ensure documents are saved and files are passed on to the others in accordance with Company Rules and Procedures.Called prospects and clients for new business opportunities.Client Servicing:Understand the insurance cover of each client and provide pro-active service to expedite the production of policies, liaising between all parties and actively chasing information.Deal with all client queries in a timely and professional manner.

Picked up the technical and soft skills of Insurance Broking.• Assisted in and spearheaded various tenders• Account Servicing for General and Health Insuranceso Prepared quotations and placements for multiple lines of Insurances o Streamlined processes and practices to improve department efficiencyo Tailored solutions to meet the varying client and superior demands• Re-organized the filling system and participated in audit exercises

• Claims handling for Property, Engineering, Casualty and Motor classeso Processed and managed claims below USD50,000o Prepared monthly reports and claims statistics • Administrative Dutieso Introduced and implemented procedures and practices to enhance the claim handling process from the ground level.o Managed various department administration and company duties• Organized and participated in various company-level events