Policy Lifecycle Support (Applications, Issuance, Renewals, Cancellations)Data Entry & VerificationCRM’S (CUSTOMER RELATIONSHIP MANAGEMENT)Advanced MS Office (Excel formulas, Outlook, Word)Records & Data base ManagementPayment applicationsPremium refundsSending policy invoicesPayroll payment through bank payroll registrationPayment of invoices for all products sold in the companyUtility paymentsProviding bank account balances dailyProviding calculations corresponding to daily salesGeneration of counter-receipts for suppliersConstant communication with the purchasing department for invoice verificationPlacing merchandise ordersCreating and managing Excel spreadsheets for sales and invoice controlPurchasing stationery productsManaging billing, purchasing, and banking email accountsPatient Assessment
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Policy Lifecycle Support (Applications, Issuance, Renewals, Cancellations)Data Entry & VerificationCRM’S (CUSTOMER RELATIONSHIP MANAGEMENT)Advanced MS Office (Excel formulas, Outlook, Word)Records & Data base Management
About
Activities performed
Experience
INSURANCE OPERATIONS CLERK
Activities performed
CRM’S (CUSTOMER RELATIONSHIP MANAGEMENT)
Advanced MS Office (Excel formulas, Outlook, Word)
Payment applications
Premium refunds
Sending policy invoices.
ADMINISTRATIVE ASSISTANT
Activities performed
Payroll payment through bank payroll registration
Payment of invoices for all products sold in the company
Utility payments
Providing bank account balances daily
Providing calculations corresponding to daily sales
Generation of counter-receipts for suppliers.
Constant communication with the purchasing department for invoice verification
Placing merchandise orders
Creating and managing Excel spreadsheets for sales and invoice control
Delivering invoices and income, expense, and journal vouchers to the accounting department for their monthly audit
Purchasing stationery products
Managing billing, purchasing, and banking email accounts.
