Moetaz Abass Email and Phone Number
Specialties: Pharmaceutical, Life underwriting, CI Underwriting
Canada Life
View- Website:
- canadalife.com
- Employees:
- 9057
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Life Underwriting SpecialistCanada Life Aug 2024 - PresentEdmonton, Alberta, Canada• Provide co-sign and coaching of new business cases for the team on daily basis.• Prepare, execute, and monitor training plans for the team and report the progress to the leadership.• Communicate with the managers on frequent basis to address any issues or training gaps.• Hold regular meetings and training sessions for the underwriters. • Team: 15+ bilingual underwriters and associates -
Vice ChairCanadian Institute Of Underwriters Sep 2024 - PresentToronto, Ontario, Canada -
Co-Directeur Comité Support Et TechnologieAqtv Sep 2024 - PresentMontreal, Quebec, Canada -
Senior Underwriting ConsultantHannover Re Mar 2023 - Aug 2024Canada -
Life Underwriting SpecialistCanada Life May 2016 - Mar 2023Montreal, Canada Area• Provide co-sign and coaching of new business cases for the team on daily basis.• Prepare, execute, and monitor training plans for the team and report the progress to the leadership.• Communicate with the managers on frequent basis to address any issues or training gaps.• Hold regular meetings and training sessions for the underwriters. • Team: 20+ bilingual underwriters and associates. -
Business Development Team ManagerEgyptian Takaful Life Jul 2015 - May 2016CairoJob role Analyse and develop all departments within the company through various projects and process improvement techniques. Main duties/tasks• Analyse and develop all departments within the company according to business development plan • Map and analyse different journeys and processes across the company • Prototype and design different solutions for the company Other duties/ tasks Communication• Describe the purpose of each project to each project stakeholder • Give advice, instruction and training during the phase of each project • Schedule meetings during every project Planning and Organising • Organise own time in order to meet timeline/ deadlines on daily basis • Plan and organise time of others in accordance of the projects’ schedules• Plan and organise project management Policy and Service Development • Implement Business Development department’s policy which is a part of overall company’s policy • Propose changes to policies and procedures Use of computer software for design and development • Responsible for major software/solutions prototyping within the company -
Business Analysis Team ManagerEgyptian Takaful Life Jun 2014 - Jul 2015Egypt• Works directly with appropriate business division to understand project concept, objectives and approach. • Creates and maintains project schedules by developing project plans and specifications, estimating time requirements, establishing deadlines, monitoring milestone completion, tracking all phases of the project product/service lifecycle, providing timely reporting of issues that impact project progress, coordinating actions, and resolving conflicts. This includes documenting, prioritizing and tracking requests (changes, enhancements, etc.) and coordinating with the Change Control Board (CCB).• Design and document workflow and make appropriate recommendations that will positively impact operational effectiveness• Conducts project meetings and provides single point of contact for assigned projects.• Monitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions.• Assists department in developing tactical and strategic product, services and/or programs to support the organizational goals (financial, quality, production, customer service, operational efficiency, market share, etc.).• Works closely with business divisions to identify and maximize opportunities to use information and technology to improve product, service and/or program business processes. Reviews, analyses, and creates detailed documentation of business systems and user needs, including workflow, program functions, and steps required to develop or modify computer programs.• Consults with technical development leader to determine business, functional and technical requirements for specified applications.• Analyses the business units activities and trends and compares analyses against the service standards and best practices. Presents findings and works with the department manager(s) and other personnel to identify and implement strategies that will address tactical and strategic goals -
Assistant Manager, Underwriting/ Medical OfficerAllianz Life Assurance Company - Egypt Dec 2013 - Jun 2014 -
Senior Life, Health UnderwriterAllianz Life Assurance Company - Egypt Jun 2012 - Dec 2013CairoRisk assessment and policy issuing:• Performing initial screening of submitted requests for offers, policies, technical endorsements, and assessing the related simple/complex risk to generate quotations in line with Allianz standards for risk definition.• Making recommendations to the Underwriting Supervisor and Underwriting Manager on acceptance of the risk if within company underwriting limit or referring the case to re-insurers if outside of these limits.• Requesting additional medical/non-medical data when required and assessing findings.• Deriving final acceptance rates and notifying sales agents in the case of non-standard cases.• Processing and issuing all standard and complex risk and endorsements.• Inputting the required data to support the operations teams in the appropriate information system.• Communicating with sales agents as needed.• Maintaining effective filling and follow up systems.• Coaching and ensuring the motivation of the managed underwriting team members.• Follow-up on decentralized technical cases issuance at retails.• Performing initial screening of submitted requests for health offers, policies and renewals.• Performing initial screening of submitted requests for corporate leads, policies and renewals. Reporting and Communication:•Preparing reports for information to be communicated internally, as well as with external parties as needed.• Provides a daily report to the Underwriting Supervisor regarding new business.Learning, self-development and people management:• Ensuring continuous self-development to keep up to date with the knowledge needed for effective performance.• Keeping up to date with company’s’s standards, policies and procedures, authority limits and service standards needed for the implementations and responsibilities.• Assisting in the training of new underwriters and operations staff.Other responsibilities:• Supporting the department in any other task/project as needed. -
Underwriter In ChargeNile Takaful Oct 2010 - May 2012Risk assessment and policy issuing:• Performing initial screening of submitted requests for offers, policies, technical endorsements, and assessing the related simple/complex risk to generate quotations in line with Allianz standards for risk definition.• Making recommendations to the Underwriting Supervisor and Underwriting Manager on acceptance of the risk if within company underwriting limit or referring the case to re-insurers if outside of these limits.• Requesting additional medical/non-medical data when required and assessing findings.• Deriving final acceptance rates and notifying sales agents in the case of non-standard cases.• Processing and issuing all standard and complex risk and endorsements.• Inputting the required data to support the operations teams in the appropriate information system.• Communicating with sales agents as needed.• Maintaining effective filling and follow up systems.• Coaching and ensuring the motivation of the managed underwriting team members.• Follow-up on decentralized technical cases issuance at retails.• Performing initial screening of submitted requests for health offers, policies and renewals.• Performing initial screening of submitted requests for corporate leads, policies and renewals. Reporting and Communication:•Preparing reports for information to be communicated internally, as well as with external parties as needed.• Provides a daily report to the Underwriting Supervisor regarding new business.Learning, self-development and people management:• Ensuring continuous self-development to keep up to date with the knowledge needed for effective performance.• Keeping up to date with company’s’s standards, policies and procedures, authority limits and service standards needed for the implementations and responsibilities.• Assisting in the training of new underwriters and operations staff.Other responsibilities:• Supporting the department in any other task/project as needed.
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Branch ManagerAli'S Image Pharmacies May 2007 - May 2012
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Senior Life UnderwriterAllianz Egypt May 2008 - Sep 2010Risk assessment and policy issuing:• Performing initial screening of submitted requests for offers, policies, technical endorsements, and assessing the related simple/complex risk to generate quotations in line with Allianz standards for risk definition.• Making recommendations to the Underwriting Supervisor and Underwriting Manager on acceptance of the risk if within company underwriting limit or referring the case to re-insurers if outside of these limits.• Requesting additional medical/non-medical data when required and assessing findings.• Deriving final acceptance rates and notifying sales agents in the case of non-standard cases.• Processing and issuing all standard and complex risk and endorsements.• Inputting the required data to support the operations teams in the appropriate information system.• Communicating with sales agents as needed.• Maintaining effective filling and follow up systems.• Coaching and ensuring the motivation of the managed underwriting team members.• Follow-up on decentralized technical cases issuance at retails.• Performing initial screening of submitted requests for health offers, policies and renewals.• Performing initial screening of submitted requests for corporate leads, policies and renewals.Reporting and Communication:•Preparing reports for information to be communicated internally, as well as with external parties as needed.• Provides a daily report to the Underwriting Supervisor regarding new business.Learning, self-development and people management:• Ensuring continuous self-development to keep up to date with the knowledge needed for effective performance.• Keeping up to date with company’s’s standards, policies and procedures, authority limits and service standards needed for the implementations and responsibilities.• Assisting in the training of new underwriters and operations staff.Other responsibilities:• Supporting the department in any other task/project as needed.
Moetaz Abass Education Details
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Chartered Insurance Institute (Cii) - LondonInsurance -
LomaP -
LomaP -
LomaP -
Pharmaceutical Sciences -
Lycee El HaramHighschool
Frequently Asked Questions about Moetaz Abass
What company does Moetaz Abass work for?
Moetaz Abass works for Canada Life
What is Moetaz Abass's role at the current company?
Moetaz Abass's current role is Life Underwriting Specialist at Canada Life - B. Pharm, CERT, ALMI, ACS, CERT CII.
What schools did Moetaz Abass attend?
Moetaz Abass attended Chartered Insurance Institute (Cii) - London, Loma, Loma, Loma, Misr University For Science And Technology, Lycee El Haram.
Who are Moetaz Abass's colleagues?
Moetaz Abass's colleagues are Hye Chong Yi, Laura Barkman, Mike Cunneen, Shayne Ranido, Jordan Knight, Marilyn Ordonez, Natasha Ferreira.
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