IRENE JOSEPHINE EMUCHERU

-Supplier and customer accounts management.

Maintaining, recording and reconciliation of financial statements of the business.

-Keeping inventory records.

-Keeping records of monthly debits and credits as well as upcoming payment dates.

-Preparing payroll checks for the company

-Routine book keeping to maintain balance in the income and expenses of the business.

-Organize and prepare payments for suppliers

-Ensuring expenses are within expected budgets or otherwise clearly explained.

-Oversee and coordinate activities in designated areas on a day-to-day basis.

-Reviews staff performance and delivers monthly performance evaluations.

-Training, orientation, assignment, performance appraisals, staff evaluation and discharging employees in compliance with applicable employment regulations.

-Ensures that services are provided in a timely, accurate and cost-effective manner and in compliance with established policies, procedures and regulatory agencies.

-Monitored spending activity and resolved operational issues swiftly to maintain smooth-running of business operations.

-Conducting weekly meetings to set strategies, targets and planning for the week

-Identified and proposed cost-reduction opportunities to increase cash flow, presenting recommendations to senior management.

-Trained junior staff and ensure they familiarize with the company procedures, increasing team productivity and efficiency.

-Performed regular, detailed audits to verify accuracy of financial documents, expenditures and investments.

-Oversaw ledger reconciliation and managed accounts payables and receivables to ensure smooth running of financial operations.

-Conduct 1st level Underwriting of new business by carrying out completeness and accuracy checks to ensure data was captured accurately in the application and systems and policy document assembly

-Receipting payments under life and general insurance business and reconciliation with the bank statements

-Apply the credit control policy by ensuring that debit/credit notes raised are mailed promptly to reach the clients/intermediaries within the shortest time possible

-Assess the proposed risk within set standards

-Scan and index all necessary documentation to the Document Management System

-Preparing and submitting daily premium reports

-Liaise with intermediaries and direct clients on issues relating to their policies

-Printing of motor certificates & generation of valuation letters

-Prompt & accurate communication to clients on policy status & dishonored cheques

-Maintain high standards of customer service - responding to client's enquiries through walk-in clients, telephone, letters, FAs and emails and recording the same for tracking or escalation

-Maintain a neat and accurate petty cash record book and ensure petty cash float levels are kept

-Coordinate day-to-day branch administrative issues; filing documents, equipment functions for efficiency in the branch

Scan and index all necessary documentation to the Document Management System

-Ensure accuracy and completeness of client documents escalated or forwarded for processing - claims, EFTs, endorsements

-Preparation of the branch reports for instance productivity reports

-Handle customer service issues eg initial claims assembly, capture of clients contacts, EFTs etc

-Escalate Customer queries to the relevant job role if necessary

Maintain professional ambience within the office premises;

-Serve and support all lines of business.

-Customer service

-Assess medical claims documents and processing payments within the set service period

-Assessing policy details, terms and conditions to ascertain validity of claims

-Responding to client queries on issues raised within the scope of the job

-Assisting with claims verification where appropriate

-Liaise with service providers, brokers and other stakeholders to support the effective management of claims

-Collected evidence through investigations, verified documentation from claim submissions and opened new cases in company systems to initiate claim processing activities.

-Assessed incoming claims for validity against policy's conditions and communicated reasons for partial or no payments to clients, enabling fair settlement of valid claims.

-Retrieved claim records to verify policyholder information and coverage before processing claims.

-Provide consistent support and services to these clients for the entire duration of their insurance according to their requirements to maintain a strong customer service.

-Developed and deepened relationships with new and existing clients.

-Promoted business to increase customer base and grow revenue.

Consulted with clients to assess and meet short- and long-term financial goals.

-Identified client financial goals and risk tolerance to recommend the suitable products.

-Counseled clients on financial matters and provide recommendations investment opportunities, products and services based on client needs and asset availability.

-Read and interpreted financial document summaries, investment performance reports and income projections for clients to determine progress and expected revenue.

-Addressed queries and provided advice regarding financial plans and strategies to educate and benefit customer needs.

-Researched financial market trends to stay abreast with updates and provide proper forecasting and planning for clients.

-Demonstrated advantages and disadvantages of different product decisions to provide options, educating and aligning with needs of clients.

-Enrolling customers and ensuring they provide required documentation for loan application

-Seek out new clients and develop clientele by networking to find new customers and prospective clients

-Advising clients on various repayment plans for effective loan servicing

-Preparation and reconciliation of daily financial reports

-Cash collection from various departments

-Cost analysis and stock taking

-Preparing and balancing bin cards

-Store keeping.