ALVIN MATILLA

A pioneering employee for VUMI Global Services based in Dubai. Headquartered in Texas, USA with main operation team on Miami Florida and Ecuador that concentrates on International IPMI and Corporate Groups.

Main Accountability:

• Met with broker partners and new customers to share product and service information, listen to needs and learn about business operations.
• Obtained pricing deals, negotiated contracts, and solidified beneficial agreements.
• Sold new products and services and developed new accounts to maximize revenue potential.
• Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
• Secured 50 new accounts to increase company revenue and drive market share.
• Established customer relationships, interfacing with representatives and collaborating to achieve mutually beneficial results.
• Prepared documentation, finalized sales and maintained records.
• Contributed to annual revenue goals by selling new services and developing new accounts.
• Promoted company offerings to diverse customers with targeted and disciplined approach.
• Maintained contact information database by keeping account details updated, clear and relevant.

Business Knowledge:

• Handling new business accounts strategically in Africa, Asia, Middle East, and Europe.
• Collaborate with Internal Departments in our Miami and Ecuador teams.
• Providing indicative quotations for SME corporate clients.
• Assisting our UW Director providing indicative quotations for Large corporate groups.
• Preparation of documentation for New Business Group Onboarding.
• Liaise with our Finance team to issue SOA, payment invoices and receipts.
• Servicing Renewals on both Individual and Corporate Groups

Underwriting:

• Providing medical underwriting decision for Individual/Family policies
• Reviewing medical underwriting for corporate policies under Full Medical Underwriting or Continuous Transfer Term members.

• Co-ordinate and collaborate with intermediaries, clients and internal colleagues (Admin, Customer Service, UK team and AXA Gulf team) in order to help resolve claims queries, process admin efficiently and accurately and provide monthly groups reporting
• Issue credit and debit notes to clients/brokers as required and on time as well as calculation and issuing of fines (HAAD/DHA)
• Servicing renewal - Support the renewal process by liaising with marketing, tech services, commercial and customer service to ensure an efficient renewal that adheres to time-specific standards
• Agree opening premium with client and liaise with finance to issue invoices
• Co-ordinate dispatch of membership documentation
• Produce claim and membership reports as required and checking of census lists to ensure that match on Actisure and Ciris
• Ensure reports are prepared for client meetings and account managers when required
• Work with New Business team and Client Services to gather all necessary information to set up new groups up and make them live
• Contact client as well as internal/external customers to ensure information is complete and correct
• Business Knowledge:
• Knowledge of either a single product or a smaller range of products as defined by the job holder’s portfolio
• A basic knowledge of healthcare insurance regulation in Gulf region
• Effective handling of queries - with efficient co-ordination and communication with intermediaries, direct groups and internal contact points
• Accuracy of MI produced to meet requirements of account manager/ intermediaries
• Provide portfolio management of 15+ schemes, including a mix of LC and SME plans
• Ensure intermediaries/direct clients are well supported and are kept informed of new developments to product and service offerings.

• Administers Installation of assigned Accounts, annual rate implementation and cancellation for smaller accounts
• It includes Interaction with Sales, Sales Support and Underwriting partners in coordination and implementation of our new and renewing accounts and interdepartmental partners to effectively communicate benefit plan information
• Performs routine maintenance, report preparation and issue resolution with efficient book of business management through timely and proper utilization internal tools.

• Facilitate and maintain effective relations with Policyholders through efficient policy management and ensuring excellent customer service
• Member of a core group specifically assigned whenever large accounts are incepting or renewing.

• Coordinating with Physicians, Insurers, TPA’s and approval team with network and procedure coverage
• Handles claims submission, e-claims and approvals.