Ali Huzaifa
Results-driven insurance and financial services professional
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About
Results-driven insurance and financial services professional with experience in policy retention, customer relationship management, financial advisory, and portfolio persistency operations. Currently serving as a Persistency Officer at Adamjee Life Window Takaful Operations, specializing in customer retention, renewal optimization, premium tracking, and persistency ratio management. Strong ability to analyze customer behavior, identify retention risks, and implement effective engagement strategies to support organizational growth.
Known for excellent communication, relationship-building, and operational coordination skills.
Experience
Persistency Officer - Adamjee Life Window Takaful Operations - Sukkur
(2025-11)
- Manage policy persistency operations and ensure portfolio stability through proactive customer engagement.
- Monitor renewal collections, premium tracking, and policy lapse prevention activities.
- Analyze customer retention trends and implement corrective actions to improve persistency ratios.
- Coordinate with sales, underwriting, and customer service teams for smooth policy servicing.
- Maintain compliance with company regulations and operational standards.
- Prepare performance and retention reports for management review.
Executive Financial Advisor - Adamjee Life Window Takaful Operations - Sukkur
(2025-01 - 2025-11)
- Provided financial planning and advisory services to clients.
- Assisted customers with insurance and takaful product selection based on financial goals.
- Built and maintained strong client relationships through professional consultation.
- Conducted market outreach and business development activities.
- Supported portfolio growth through customer-focused financial solutions.
Education
Bachelor of Information Technology - Information Technology - Virtual University of Pakistan
Intermediate - Govt Islamia Science College Sukkur (2024)
