A dedicated and detail-oriented professional with over 5 years of experience supporting marketing initiatives and administrative functions within the insurance sector. I possess strong organizational and multitasking abilities, ensuring timely completion of insurance-related projects, including policy documentation, client communications, and premium calculations, while adhering to strict deadlines and compliance standards. With excellent communication and interpersonal skills, I collaborate effectively with cross-functional teams, underwriters, and clients to achieve business objectives and enhance customer satisfaction. Committed to continuous professional development, I stay current with industry regulations and market trends, driving successful marketing strategies that contribute to overall business growth.
1. Prepare renewal quotations four months prior to expiration in alignment with existing policies, including endorsements (if any).
2. Prepare forms for policy or endorsement and billing issuance based on data received from Marketing. Verify the completeness and accuracy of required documents (e.g., UW Approval, Premium Calculation, Correspondence with Client). Once verified, input the information into the designated forms. This process resulted in reduced errors in policy documentation through the implementation of standardized procedures.
3. Other Marketing / Marketing Operation Support
1. Developed Reinsurance Statement of Account Reports.
2. Compiled comprehensive tables for reinsurance premiums.
3. Executed calculations for reinsurance premiums.
4. Assembled treaty documentation to facilitate effective reinsurance agreements.
5. Inputted data into the regional reinsurance system.