Account Manager Branch
Resume:
FRANCIS JOHN A. FERNANDEZ
PHONE: 090********
EMAIL : ******@*******.***
OBJECTIVE
To seek for a challenging position in a reputable company that offers maximum personal growth and advancement applying the knowledge and extensive works experience that best suited my qualification.
SUMMARY OF QUALIFICATIONS
1.More than 3 year experience in an Insurance Company in UAE
2. 15 years experience in an Insurance Company/ Brokerage.
3.4 years experience on Administrative works.
4.Excellent reputation with customers as a competent, knowledgeable and helpful professional.
5.Enjoy my work and consistently strive for higher opportunities.
6.Honest, reliable, and productive.
DEVELOPMENT / MOTIVATION
1 Built a large loyal client base through personal attention, quality service, and consistent follow through.
2 Assisted clients in identifying their interests, and motivated them to act accordingly.
3 Involved co-employees in goal sharing, resulting in dramatically increased productivity.
January 2, 2019 – May 2021 - Branch Manager
The New India Assuance Co. LTD
1 Manages Cebu Branch
2 Solicits New Business and Service Insurance requirements on various accounts
3 Monitors renewals and responsible for all marketing related documentation and correspondence.
4 Solicits business from Brokers and Agents from Cebu City and other parts of Visayan Region.
September 10, 2014 –September 15, 2015 - Branch Manager
Trinity Insurance Brokers, Inc.
1 Manages Cebu Branch
2 Solicits New Business and Service Insurance requirements on various corporate accounts and affiliates and non-group account.
3 Monitors renewals and responsible for all marketing related documentation and correspondence.
4 Report a weekely production and collection report to Head Office
April 18, 2010- August 28, 2014 - Senior Marketing Executive
Fortune General Insurance Corporation
1 Reports directly to the Account Manager.
2 Performs all Administrative work in marketing.
3 Solicits New Business and Service Insurance requirements on various corporate accounts and affiliates and non-group account.
4 Monitors renewals and responsible for all marketing related documentation and correspondence.
5 Establish a good relationship with insurance brokers for business negotiations. 6 Attends meeting as required in the absence of the Account Manager
March 18, 2007- September 30, 2009- SENIOR CLIENT SERVICE OFFICER ZURICH LIFE INSURANCE COMPANY – Dubai, UAE
1 Reports directly to the Account Manager.
2 Performs all Administrative work in marketing.
3 Solicits New Business and Service Insurance requirements on various corporate accounts and affiliates and non-group account.
4 Monitors renewals and responsible for all marketing related documentation and correspondence.
5 Prepares and supervises completeness of all marketing reports.
6 Establish a good relationship with insurance brokers for business negotiations.
7 Maintains and updates company profile and clients.
8 In charge of servicing valued clients.
9 Collect payments of clients in behalf of the company.
10 Attends meeting as required in the absence of the Account Manager
May 1, 2005 – May15, 2006 – Underwriting Assistant ROYAL AND SUN ALLIANCE ME - Dubai, UAE
1 Reports directly to the Underwriting Manager
2 Issue and renew Non-Motor Insurance policies from various clients.
3 Filing and sending all documents in time.
4 Prepares weekly reports.
January 01, 2003- February 2005 - SENIOR ACCOUNT SPECIALIST TRINITY INSURANCE CONSULTANTS, INC.
1 Reports directly to the Account Manager.
2 Performs all Administrative work in marketing.
3 Solicits New Business and Service Insurance requirements on various corporate accounts and affiliates and non-group account.
4 Monitors renewals and responsible for all marketing related documentation and correspondence.
5 Prepares and supervises completeness of all marketing reports.
6 Establish a good relationship with insurance companies for business negotiations.
7 Maintains and updates company profile and clients.
8 In charge of servicing valued clients.
9 Collect payments of clients in behalf of the company.
10 Attends meeting as required in the absence of the Account Manager.
11 Process Motor and Non-motor insurance claims.
January 05, 2000- Jan. 01, 2003 - ACCOUNT OFFICER TRINITY INSURANCE CONSULTANTS, INC.
1 Reports directly to the Senior Account Specialist.
2 In charge of all marketing and sales transactions.
3 Services requirements of existing clients and solicits new business.
4 Composes letters and memos reminding clients about overdue accounts.
5 Facilitates all inquires from clients thru personal or telephone calls.
6 Collects payments of client in behalf of the company.
7 Filing
January 08, 1998- Jan. 05, 2000 - ADMINISTRATIVE ASSISTANT TRINITY INSURANCE CONSULTANTS, INC.
1 Reports directly to the Administrative Manager.
2 Purchases different needs of the company ranging from office supplies, Office equipment and production supplies.
3 Maintains stock and inventory system on Office Supplies, Office equipment and Production supplies.
4 Analyzes schedule of account receivable to facilitate collection and follow-up
5 Purchase orders, Check Vouchers, Sales Invoice and many others
6 Performs other task as determined by management to be within the scope and capability of the position.
SEMINARS / TRAININGS ATTENDED
Various Non-Life Insurance Seminars
IIAP Basic Non-Life Insurance Course
Basic Life Insurance (AETNA)
Motorcar Claims Insurance seminar
Seven Habits of Highly Effective People
Time Management Seminar
Self Awareness Seminar-Workshop
EDUCATION
Associate in Radiologic Technology (1994 - 1997) St. Jude College, Manila
Bachelor of Science in Economics (1990-1994)
Colegio De San Juan De Letran
Sacred Heart Academy, Quezon City (1986 - 1990)
Lourdes School in Quezon City (1980 - 1986)
SKILLS
1 Computer Literate- MS Office (Word, Excel, PowerPoint, Lotus Notes Outlook, AS400, Citrix) Internet and Email applications.
2 Administrative, Filing, Leadership and Management Skills.
3 Can play a lot of Sports.
4 Self-motivated, hardworking, flexible, reliable and trustworthy and can work under pressure.
AWARDS RECEIVED
1 Employee of the year December 2003 Trinity Insurance Consultants, Inc.
2 Five Years Loyalty Award May 2003 Trinity Insurance Consultants, Inc.
PERSONAL DATA
Date of Birth: July 12, 1973 Weight: 170lbs
Age: 45
Civil Status: Married
Birthplace: Sampaloc, Manila
Citizenship: Filipino
Sex: Male Religion: Roman Catholic
Height: 5’7”
State of Health: Healthy
Passport no: PP 0392081
REFERENCES
Mr. Paulo Garcia III
Vice President – Sales and Business Development
Marsh and Mc Lennan
Tel. nos. 02-9023000 loc 3030
Mr. Manuel Maloles
President – Marketing Department
Fortune General Insurance Co.
Tel No 7063959
Mr. Kiko C. Navarro
Vice President
Trinity Insurance Consultants, Inc. Tel. nos. 8101653 to 60
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