Accounts Executive – Employee Benefits - UNIQUE INSURANCE BROKERS (PVT.) LIMITED
(2023-09)
- Support in client retention by maintaining a positive relationship and image with clients.
- Responsible for providing comprehensive client support and act as main client contact for book of business. Provide proactive support on specific initiatives which deliver unique value through the execution of client specific business plans, service timelines, and corporate communications.
- Lead meetings with clients, including meetings at client locations.
- Review and support in enrollment, benchmarking, financial and utilization data based on financial review standards.
- Own all audit, review and claims processes for assigned book of business.
- Analyze data to draft client service plans, stewardship reports, and other meaningful reports tailored to the needs of the client and circumstances of the presentation.
- Develop and maintain strong personal relationships with appropriate insurance carrier personnel. Proficient in enrollment and program guidelines; can negotiate with providers as needed.
- Facilitate and collaborate with account team on the renewal strategy.
- Provide clients with tailored EB programs and review methods of handling risks. Identify and explain gaps in program. Work with the producer to write new business.
- Educate clients concerning the regulatory environment and assist clients with compliance issues as necessary.
- Other duties as assigned.
- Some travel may be required.
Senior Manager - FAIRWATER RISK CONSULTANTS & INSURANCE BROKERS (PVT.) LTD.
(2022-03 - 2023-08)
- Lead a team and manage day to day operations of the assigned process.
- Provide Superior Customer Service to our Policy Holders.
- Act on client requests for policy changes, along with urgent and complex cases, taking appropriate action in accordance to the request and policy terms to assure Policy Owner satisfaction.
- Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the property to be insured, and to discuss any existing coverage Sought out new clients.
- Explained features, advantages and disadvantages of various policies to promote the sale of insurance plans.
- Contacted underwriter and submitted forms to obtain binder coverage.
- Focuses on team goals.
- Administered everyday operations and processed all claims.
- Willing to learn new tasks and systems as required.
Assistant Manager - FAIRWATER RISK CONSULTANTS & INSURANCE BROKERS (PVT.) LTD.
(2018-02 - 2022-02)
- Maintained client confidentiality on sensitive, legal and personal issues.
- Calculated premiums and establish payment methods.
- Customized insurance programs to suit individual clients, often covering a variety of risks.
- Resolves escalated/complex policyholder issues.
- Adaptable to changes in processes and procedures.
- Focuses on team goals.
- Administered everyday operations and processed all claims.
- Willing to learn new tasks and systems as required.
- Work schedule is based on business requirement.
- Other duties may assigned.
Account Executive - FAIRWATER RISK CONSULTANTS & INSURANCE BROKERS (PVT.) LTD.
(2013-04 - 2018-01)
- Administered everyday operations and processed all claims
- Ensured compliance to quality.
- Managed work of all subcontractors according to required quality standards.
- Assisted all staff members to resolve all issues for internal and external customers.
- Provided required actions for various processes.
- Ensured confirmation to all claim coverage and provided support to all claims.
- Followed a team working approach along with others to improve efficiency and productivity.
Assistant Import Manager - HALIM SONS
(2012-03 - 2013-03)
- Used computerized billing software for calculating and recording data.
- Prepare documenting and evaluating current procedures.
Assistant Accountant - HORIZON SOURCING
(2011-04 - 2012-02)
- Used computerized billing software for calculating and recording data.
- Prepare documenting and evaluating current procedures
