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Client Retention Follow Up

Location:
Kingston, Saint Andrew, Jamaica
Posted:
March 01, 2024

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Resume:

CONTACT DETAILS

CHRISTINE MCPHERSON

CAREER OBJECTIVE

Home Address: Lot 386, 6 West

Greater Portmore, St. Catherine

Telephone:(876) 371 – 7670

Email

Address:Mcphersonchristine719@gmail.c

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To be employed in an organization where I can fully utilize my knowledge and experienced gained in the Insurance Industry and to broaden my horizons while contributing my best efforts towards the steady growth and development of the organization. SKILLS

Exceptional Customer

Care Skills Strong

Communication Skills

Proficient at Planning

Events Excellent

Organizational Skills

Good Interpersonal

Skills Meticulous

Superb Team Spirit

WORK EXPERIENCE

Broking Administrator

Covenant Insurance Brokers Limited Period 2020 –

Present

Responsibilities

Manage client retention (Corporate line of client)

Maintain and develop relationships with suppliers within the insurance industry

Prepare tender document, renewal, new business documents for corporate Portfolio

Liaise with internal and external clients, and other affiliate entities

Manage receivables for the department to ensure 70% of premiums booked are collected

Provide guidance to clients in relation to insurance matters

To be knowledgeable of the company’s correspondent relationships with overseas markets and to be able to provide support in the implementation of such reporting requirements as matters arise

To prepare and dispatch slips to the market, based on renewal criteria

Renew policies and bind cover with insurance companies and prepare updating time of renewal

To provide insurance companies with written confirmation of instructions within the required timeframe

To ensure all POCA requirements are relevant and current for client accounts

Follow-up all contract documents via policies, endorsements, certificates, and slips

Process clients’ requests by during the policy year according to service standards

Ensure Invoices are dispatched to clients according to service standards Telebranch Underwriter

Advantage General Insurance Company Limited May 2019 – June2020 Responsibilities

Provide accurate quotations for all prospective or existing customers and records all the relevant details

To ensure all POCA requirements are relevant and current for client accounts

Follow-up on contract documents via policies, endorsements, certificates, and slips

Process clients’ request during the policy year according to service standards

Ensure Invoices are dispatched to clients according to service standards VOLUNTARY SERVICE

Member of the Board of Stewards &

Youth Co-ordinator – Redeemer

Moravian Church

REFERENCES

Available upon request

Operations Supervisor – Corporate and Government

Sarifa Insurance Brokers Limited January 2018 – April 2019 Responsibilities

Monitor Staff and prepare performance report manage client retention

(Corporate line of client)

Maintain and develop relationships with suppliers within the insurance industry

Prepare tender document, renewal, new business and endorsement documents for corporate portfolio

Liaise with internal and external clients, and other affiliate entities Senior Customer Service Representative

Allied Insurance Brokers Limited Period 2002 – 2017 Responsibilities

Monitor Staff and prepare performance report

Manage client retention (Personal and Corporate line of client)

Maintain and develop relationships with suppliers within the insurance industry

Prepare tender document, renewal, new business and endorsement documents for corporate Portfolio

Liaise with internal and external clients, and other affiliate entities

Manage receivables for the department to ensure 70% of premiums booked are collected

Provide guidance to clients in relation to insurance matters

To be knowledgeable of the company’s correspondent relationships with overseas markets and to be able to provide support in the implementation of such reporting requirements as matters arise

To prepare and dispatch slips to the market, based on renewal criteria

Renew policies and bind cover with insurance companies and prepare updating time of renewal

To provide insurance companies with written confirmation of instructions within the required timeframe

To ensure all POCA requirements are relevant and current for client accounts

Follow-up all contract documents via policies, endorsements, certificates, and slips

Process clients’ requests by during the policy year according to service standards

Ensure Invoices are dispatched to clients according to service standards EDUCATION

Health Education & Counseling Institute

Diploma in International Health Care Assistant

University of the West Indies

Bachelor of Science Degree in Economics and Accounts Institute of Management Studies

Associate Degree in Business Administration

Diploma in Accounting & Management

Diploma in Computer Studies

Certificate in Pre-Secretarial Skills with Credit October 2013

August 2010

August 2005

College of Insurance and Professional Studies

Certified Ordinary Long-term Life Underwriter

Certified Salesman Qualifications

- Areas: Motor, Property, Liability, Pecuniary, Marine, Aviation and Transport and Personal Accident

Diploma in Insurance (Certified Insurance Technician) Certification in CII – Pursuing - Present



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