Mohammad Waqas Shareef
Insurance Underwriting & Claims Executive
Jeddah
Summary of Career
Experience as Insurance Underwriting Executive
Al Aman Insurance And Reinsurance Brokers Co. Ltd
08 September 2013
28 February 2020
Review insurance proposals to determine appropriate levels of insurance coverage.
Create documentation of policy terms including coverage, guidelines, rate charts, fees, and claims process.
Oversee rate increases, new clients, endorsements and policy renewals.
Gather data and conduct an evaluation to determine risk in order to scale rates and approve insurance coverage.
Clearly explaining the features and benefits of products to clients.
Ensuring that underwriting files are properly maintained and accurately updated.
Evaluate recommendations to the client on the basis of underwriting skills.
Prepare brokerage slip including the coverage, premium calculation, terms & conditions.
Experience as Insurance Underwriting Assistant
Al Aman Insurance And Reinsurance Brokers Co. Ltd
01 September 2012
08 September 2013
Provides good customer service by responding promptly and courteously to all requests for information, working with the underwriter to assess accounts for quoting.
Review policies for accuracy and regulatory standards.
Developed and maintained constructive and cooperative relationships with brokers and the assistants: coordinating work transactions by telephone, e-mail, and in person.
Responded promptly to all internal and external customer requests with accurate and detailed information.
Maintained up-to-date logs on all issued policies and upcoming renewal submissions using Microsoft Word and Excel.
Assisted in calculating premiums for insurance policies to maximize both customer satisfaction and company profit.
Maintained source documents by keeping policy files and Excel folders updated.
Managed high-priority phone requests from business partners in a fast-paced environment.
Experience as Key Account Executive
Wajeef Cooper Gay
04 December 2010
02 September 2012
Co-ordinate with the underwriting department in quoting, and issuing policies.
Collect and provide data to get a more efficient quote.
Suggest the best insurance company and help the client to make a decision.
Retained existing client base through relationship selling and feedback management.
Developing a complete understanding of key account needs.
Meeting all client needs and deliverables according to proposed timelines analyzing client data to provide customer relationship management.
Experience as Sales Manager
Jubilee Life Insurance Company Ltd
05 October 2007
20 November 2010
Performed review of sales reports and paperwork gathered from sales agents.
Assigned the tasks of compiling reports and discussing strategies to meet and exceed sales objectives.
Responsible for updating daily activities of sales staff to upper-level management.
Handled the responsibilities of explaining new products and services to the team members.
Ensured that the agents follow company policies and adhere to the state and federal insurance regulations.
Motivated and encouraged the team to reach the company's sales goals.
Assists in the development and implementation of marketing plans as needed