Skills
Client Service; Problem Solving; Financial Analysis; Client Prospecting; Direct Selling; Credit; Documentations; Customer Service; Credit Applications; Sales; Communication; Credit Approvals; Payment Handling; Negotiation; Identifying Customer Needs
About
Review and analyze claim documentation to determine eligibility and
coverage
Communicate with policyholders, claimants, and insurance providers to
gather necessary information and resolve claim-related issues
Maintain detailed records and documentation of claims, payments, and
correspondence
Collaborate with internal teams, such as underwriters and adjusters, to
investigate and settle claims in accordance with company policies and
procedures
Build influential relationships with stakeholders for efficient and effective
processing of claims and processes.
Manage credit and collections processes to ensure timely and accurate
payment from customers
Analyze and assess creditworthiness of potential customers through
thorough financial analysis
Develop and implement credit policies and procedures to mitigate risk and
ensure compliance with industry regulations
Collaborate with sales teams to review credit applications and negotiate
terms and conditions for credit approvals
•
Monitor and evaluate credit limits for existing customers, adjusting as
necessary to minimize financial exposure
Respond to inquiries from all stakeholders and all parties involved
Secured new clients through targeted prospecting and networking.
Handling inbound and outbound calls to assist clients with products related
queries.
Promoting and selling products to clients by identifying opportunities based
on clients needs.
Working towards achieving personal and team sales targets and other
performance metrics.
Identify and assess client needs and recommend appropriate solutions to
meet their objectives
•
Perform thorough analysis of client data and present insights and
recommendations to improve service delivery and efficiency
Collaborate with cross-functional teams to develop and implement service
improvement initiatives
•
Train and mentor junior service consultants to enhance their skills and
knowledge as second-in-Command
Ensuring compliant with company's standard procedures and processes.
Presenting and promoting products to clients at their workplaces by giving
demonstrations.
•
Second-in-Command assisting management with overseeing daily
operations and mandating credit disbursements.
Validation of documents before loan or accounts are opened
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