Alisonne Jean Baptiste

• Planning sales strategies
• Generating leads
• Developing proposals and negotiating deals; Meeting customer representatives and giving sales presentations
• Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
• Preparing contracts
• Provided ongoing support and guidance to junior team members, fostering a positive work environment conducive to professional growth and development.
• Provided exceptional customer service by promptly responding to client questions and concerns regarding policies and claims.

▪ Proposing General Insurance products according to client’s needs.

▪Working out formal quotations as per client’s request.

▪ Monitoring all quotations given on a weekly basis or as per client’s needs.

▪ Cross selling other products to existing clients. ▪ Proposing all benefits and promotion that will help to finalise the proposed quotation.

▪ Retaining clients within our records at renewal as per set renewal objectives.

▪ Attend to Client’s request in a timely manner (walk-in, phone calls and emails).

▪ Process client’s request on system and deliver the necessary documents and assist in the understanding of insurance contract terms and conditions.

▪ Assist client in the notification of their claim, guide them towards the correct track to follow for finalization of their file.

▪ Encourage client to rate our service at each visit and to adopt the latest technology proposed by the company (e.g. e-doc, MUA mobile, web application).

▪ To give assistance to Life clients.

▪ To operate as cashier of the branch.

▪ To keep all records up to date in respect of any task allocated by the Branch Manager.

• Welcome walk-in customers
• Handle and follow-up with incoming calls, incoming mails
• Take applications from new customers
• Act as personal assistant to a client executive and perform administrative tasks
• Prepare lease agreements
• Maintain portfolio and achieve departmental financial targets
• To service new clients from quote stage to signature of documents
• Prepare all the necessary documents ensure that all lease agreements conform to the credit approval terms & conditions and ensure proper and accurate registration of any legal and/or security documentation prior to disbursement
• Processing leasing facilities up to liquidation and transfer of ownership - Follow up on any outstanding documents and liaise with clients concerning these outstanding documents, prior to due date
• Verify all credit related documents and affix signature according to authorized signatory power
• Ensure files are released within timeline as per KPI - Assist other departments by attending to their requests
• Ensure proper document management. Create a well labelled customer file to ensure the proper filing of all relevant documents in the correct sections
• Scan all legal & security documents, signed disbursement checklists, KYC document then save the softcopies of the scanned documents in the customer’s folder which is added to the credit administration shared folder

• Handle incoming calls and mails
• Give competitive quotations and ensure follow-ups are done for same
• Discuss the upcoming renewals to avoid lapses and ensure business retention.
• To service new clients from quote stage to processing of proposal, and policy preparation and sending to client