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)