Dynamic and passionate with extensive experience in leading teams, driving new business and retention, and optimizing business processes. Proven track record in mentoring staff, resolving complex customer issues, and collaborating cross-functionally to enhance customer satisfaction. Strong skills in risk assessment, sales presentations, and policy development. My professional journey reflects a steadfast dedication to excelling in customer service.
• Processing of transactions in the company operating system and preparing any necessary documentation
• Negotiating renewal terms and preparing renewal documents
• Liaising with the Accounts Department regarding premium collection
• Liaising with the Claims Department regarding claims information
• Servicing Direct Clients & Insurance Brokers
• Processing New Business policies and preparing documentation
• Requesting Risk Assessments of properties insured or potentially to be insured as required
• Responding to telephone and email queries from clients
• Keying of financial transactions in the company operating system and preparing invoices
• Negotiating renewal terms with insurance companies and preparing renewal documents
• Responsible for assessing existing risks and potential risks to be insured with the company
• Reviewing of Broker’s Slips to ensure that they agree with the company’s insurance policy wording
• Report on any re-occurring trends regarding requests from Insurance Brokers
• Attend weekly claims panel meetings with the company attorney
• Keying of financial transactions in the company operating system and preparing invoices
• Negotiating renewal terms with insurance companies and preparing renewal documents
• Answering email and telephone queries
• Preparation of Broker’s Slips
• Answering the company switchboard
• Receiving and checking in of guests to the facility
• Monitoring and tabulating guest charges, processing billings and receiving payments
• Tallying payments in cash, cheque, by debit or credit card and balancing the cash till at end of day for deposit to the safe
• Responding to reservations queries and making reservations for guests
• Responding to Sales queries for the facility
• Facilitating and conducting tours of the property for persons interested in renting or purchasing
• Booking of Hired Vehicles or taxi transportation for guests