Insurance Coordinator Administrative Assistant

ZEHRA SYED

********@*****.*** +971-********* Dubai, United Arab Emirates

PROFESSIONAL SUMMARY

Results oriented customer relationship professional with over 5 years of experience. Dedicated and goal driven with a deep technical understanding and ability to identify and maintain strategic relationships with clients to achieve company goals. Proficient with analytical skills and planning operations.

WORK HISTORY

Aug 2019 - Dec 2019

Life Insurance Coordinator

LPH Insurance Brokers LLC - Dubai,

Goa

Screening and analysing information on insurance applications based on set criteria.

Working on praktora for new business and servicing tasks.

Preparing quotes and illustrations.

Preparing suitability reports.

Liaising with insurance providers and customers. Nov 2018 - Dec 2018

Client Liaison Officer / Legal

Secretary

Al Rowaad Advocates & Legal

Consultancy - Dubai, UAE

Assisted lawyers with organizing their caseloads and meetings.

Scheduled attorneys' calendar with respect to court dates, client appointments and depositions.

Assisted lawyers filing of documentation for company set up in mainland and free zones.

Provided extensive secretarial and paralegal support and conflicts checks.

Drafted fee assignments and monitored client billings on system and took dictations, revised and proofread all urgent documents.

Oct 2016 - Feb 2018

Business Development Associate

Bhasin Sethi & Associates -

Gurgaon, India

Developed and facilitated new marketing strategies to approach clients.

Supported firm lawyers in developing and delivering strategic marketing and business development

plans/programs and in cross marketing initiatives.

Understand the local practices, office initiatives and representations of key clients.

Created pitch materials and proposals.

Managed all aspects of events / conferences

including concept and agenda and coordinating all

setup details with the facilities.

Developed partnerships & relationships with

Company’s Finance Heads.

Managed online marketing viz. Newsletters, social media marketing and other client communications.

Identified target audience & other factors for carrying out social media campaigns.

May 2014 - Feb 2016

Policy Servicing Officer

Capita (Zurich International Life) -

Dubai, UAE

Independently handled Policy surrenders, Refunds, Assignments, Loans & other Servicing tasks from policy owners in line with set procedures ensuring that the work is completed within agreed timeframes and to set quality standards.

Attended and handled Client / Broker queries during client/broker visits.

Liaised with the Relationship Managers within the organization in urgent cases where documents are

incomplete, and maintain proper records of work

undertaken and effective follow up of outstanding

queries.

Engaged in assisting customers and brokers with

service and account related issues and become key

point of contact (POC) for the Middle East region to resolve all bottlenecks and make communication easy.

Supported and complied with AML (Anti Money

Laundering) checks for documentation provided

covering new and existing policies in line with the regulatory requirements.

Ensure all escalations are handled in a timely manner and external as well as internal SLA's are met.

May 2013 - Mar 2014

Administrative Assistant

Akbar Emporiums - Goa, India

Managed day to day operations of textile,

pharmaceutical & Handicrafts business.

Coordinated Sales.

Identifying sale targets for staff.

Managed bills and accounting for the company.

Ensured compliance with FDA regulations.

SKILLS

Operations

Customer Service Administration

Relationship Management

MS Word, Excel & Power Point

Certification in Financial crime and Anti-

Money Laundering

EDUCATION

Bachelor of Business Administration (BBA)

Anti- Money Laundering (AML) & World check accreditation

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