TANY JACOB

• Service commercial and domestic portfolios of existing clients. • Establish and maintain effective relationships with clients, underwriters, and other key stakeholders. • Convert leads into new growth opportunities. • Maintain high retention levels of existing portfolio. • Provide advice and placement across multiple products including SME Package, Property, Liability, Commercial Motor, Fleet, Financial Lines, and Retail Products. • Meet process and compliance obligations (e.g., Debtors, Renewal Management).

• Provided administration support to our Account Brokers regarding client insurance/risk needs. • Organised new business quotes, renewal quotes and endorsement for the clients. • Prepared, lodged, and invoiced insurance policies accurately and timely.

• Issued quotes, renewals, endorsements, and cancellations in Insight/SCTP and Winbeat systems for Personal and SME clients. • Lodged new claims over the phone and online. • Collated documents to support claims and forwarded updated emails. • Liaised with managers, clients, and insurers in a timely manner. • Responded to inquiries and requests for action.

• Processed insurance quotes, endorsements, renewals, and cancellations in Winbeat/Sunrise system for Personal and SME clients. • Double-checked all quotes issued by the Sales team and emailed documents to clients. • Tracked and issued renewal invitations prior to expiry dates. • Organized comparable renewal quotes. • Ensured compliance for everyday transactions and liaised with the Compliance Manager. • Issued personalized Insurance Risk reports from LMI for each client. • Built rapport with underwriters and other stakeholders via phone and email. • Responded to clients' and underwriters' requests and enquiries.

• Trained and assisted new authorized representatives to use Winbeat/Sunrise system. • Onboarded new representatives in the system. • Added new insurance companies to the system after agreements. • Processed quotes, endorsements, renewals, and cancellations for Personal, SME, and some large enterprises. • Assisted with claims-related inquiries. • Communicated with clients and insurers. • Managed electronic communications efficiently. • Established systems, policies, and procedures. • Responded to telephone calls in a timely manner. • Performed general office administration duties.

• Processed quotes, endorsements, renewals, and cancellations. • Assisted with claims-related inquiries. • Communicated with clients and insurers. • Managed electronic communications efficiently. • Established systems, policies, and procedures. • Responded to telephone calls in a timely manner. • Performed general office administration duties.

• Primary point of contact for customers lodging insurance claims. • Answered calls in a timely, polite, and professional manner. • Displayed empathy while handling sensitive situations and made quick decisions. • Achieved daily KPIs measured on customer service. • Assisted with current claims, putting the customer at the forefront.

• Managed a portfolio of clients with varying degrees of complexity for catastrophe payments. • Investigated and determined individual claims management strategies. • Liaised with all stakeholders to ensure timely assistance and advice to claimants. • Provided structured advice to meet clients' needs with clear and regular communication. • Made decisions to achieve the most effective outcomes for customers and the organization.

• Issued General Insurance Policies such as Workmen’s Compensation, Medical, Accident & Health, Property, Financial Lines, Marine, Engineering, Liability, and Professional Indemnity insurance. • Completed broker requests such as policy issuance, renewals, and endorsements. • Prepared and issued certificates for various authorities. • Assisted underwriters in generating renewal reports. • Assisted internal auditors by providing relevant quotes, policy documents, correspondence emails, etc. • Followed up with underwriters on new and existing policies. • Coordinated with third-party companies to issue medical insurance cards.

• Issued Annual Marine Open Cover, Single Marine Cargo, Land Transit Cargo, Jewellers Insurance, Single Land Transit Policies, and Pleasure Craft Insurance. • Processed policy renewals and endorsements. • Generated invoices and issued certificates. • Conducted sanctions screening and World Check. • Provided customer services and general administration

• Provided helpdesk support. • Managed incoming and outgoing mail and deliveries. • Answered multiple phone lines, directed calls, and managed office voicemail. • Managed distribution of messages. • Maintained databases and managed photocopying and scanning. • Greeted visitors and handled their queries. • Performed data entry and document control. • Procured and managed office equipment.

• Served as the first point of contact for product queries. • Sold insurance products and maintained client relationships. • Consistently met sales targets of 6 customers per month. • Won the Regional Target award in 2009 for top sales performance. • Reduced monthly expenses on office equipment and supplies by 20%.