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Shiraz Arafa

Shiraz Arafa

Insurance Advisor – Individual Life

كفاءة
Dohaعضو منذ ٢٥ يونيو ٢٠٢٦
Selling abilityListening SkillsVerbal CommunicationInterpersonal SkillsProblem Solving and Critical ThinkingMS OfficeERPData entry and file updatingLegal and advocating system operationsData CollectionCustomer service
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أرسل عرض عمل مباشرة لهذا المرشح

Selling abilityListening SkillsVerbal CommunicationInterpersonal SkillsProblem Solving and Critical Thinking

نبذة

Conducted annual insurance reviews using a needs analysis profile Resolved customer concerns, generated new sales, and acquired referrals for potential new customers Completed all training programs outlined by company

الخبرة

Insurance Advisor – Individual Life - Orient Insurance PJSC - Dubai, UAE

(2019-08 - 2023-08)

  • Conducted annual insurance reviews using a needs analysis profile
  • Resolved customer concerns, generated new sales, and acquired referrals for potential new customers
  • Completed all training programs outlined by company
  • Achieved and maintained knowledge and proficiency in all products, sales presentations and software applications
  • Utilized technology to communicate with clients, agents and strategic partners
  • Provides service to clients' changing insurance needs by selling life, health, and disability insurance
  • Establishes productive working relationships with clients
  • Develops base for long-term sources of clients
  • Compiles lists of prospects
  • Determines clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments
  • Ascertains clients' long-term goals
  • Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation
  • Communicates with adjusters
  • Obtains underwriting approval by completing application for coverage
  • Completes coverage by delivering policy, planning future follow-up visits, and evaluations of needs
  • Provides continuing service by providing direct deposit forms, processing changes in beneficiary, and analyzing policy loan applications
  • Provides death benefits by delivering policy proceeds and reassessing client needs
  • Updates job knowledge by participating in educational opportunities, maintaining personal networks, and participating in professional organizations
  • Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests and exploring opportunities to add value to job accomplishments

Executive Secretary - Rashid Saif Advocates & Legal Consultants - Dubai, UAE

(2011-01 - 2019-12)

  • Provided full secretarial support to four attorneys
  • Prepared legal documents, correspondence and papers
  • Filed court documents, maintained court schedule scheduled meetings, hearing dates
  • Reviewed legal publications for information relevant to pending cases, collated and submitted articles to attorneys
  • Handled incoming mail
  • Tracked and submitted attorneys' expenses
  • Assisted with billing
  • Set up and maintained litigation database
  • Responsible for drafting legal documents
  • Reviewing and editing documents
  • Conducting interviews
  • Monitoring schedules and deadlines
  • Preparing reports

Executive Secretary - Integrated Business Co. (IBC) - Khartoum, Sudan

(2009-01 - 2011-12)

التعليم

B.Sc. - Computer Science & Information Technology - AL Neelain University (2006-12)

المهارات

Insurance AdvisorIndividual Life

التقييمات