Muldip Sanathara
Sharjah
Summary
Dynamic Sr. Account Executive at Gulf Ocean Int'l Insurance Brokers LLC, recognized for enhancing client satisfaction through meticulous insurance proposals and effective team collaboration. Leveraging strong product knowledge and detail-oriented approach, I streamline processes and ensure timely premium payments, significantly improving operational efficiency and client relationships.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sr. Account Executive
Gulf Ocean Int'l Insurance Brokers LLC
Dubai
02.2010 - Current
- Assist in the preparation of insurance proposals and presentations tailored to client needs.
- Following up with the underwriters and their operations team and ensuring timely delivery of documents to the client.
- Well versed with Commercial, Casualty and Personal lines which include Marine Hull, Marine Cargo, Property, Liability lines, Motor, Travel etc.
- Checking and verifying that the policy documentation issued by the insurer is in line with the client's requirements.
- Preparation of internal documentation like (Cover Notes, Draft Schedules Bookings in Praktora) along with the received Policy Schedules, Certificates of Various Authorities/Companies & Projects, Endorsements, Tax Invoices, etc.,) of Insurance Companies.
- Following up the premiums and liaising with the accounts department for the timely premium payment, etc.
- Reconciliation of accounts and ensuring quality checks from insurance companies prior to release to clients.
- File maintenance - To ensure the file is established (whether electronic or paper) and maintained for each risk and transaction handled with the accuracy of policy documentation, endorsements, invoices, and fac. closings and all other agreements.
- Collaborate with internal teams to streamline processes and improve client service
Education
Bachelor of Commerce - Accounts and Finance
Saurashtra University
Gujarat, India01.2008
Skills
- Detail-oriented
- Service-focused
- Time Management
- Product knowledge
- Insurance proposals
- Team collaboration
- Process improvement
- Client relationship management
Certification
- III (Certificate), Licentiate
- ICA (certificate), Financial Crime Compliance
Hobbies and Interests
- Reading
- Listening
- Photography
- Cricket
Languages
- English
- Hindi
- Gujarati
Timeline
Sr. Account Executive
Gulf Ocean Int'l Insurance Brokers LLC
02.2010 - Current
Bachelor of Commerce - Accounts and Finance
Saurashtra University
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