Victorine Joyce Pietersz
Dubai
Summary
Proactive and organized individual who is detail oriented seeking an insurance specialist position. Offering more than 9 years of hands-on experience in providing high quality managerial support, employee management coordination, inventory management and in-house coordination.
Overview
18
18
years of professional experience
Work History
Senior Executive
RMS Insurance Brokers
2022.10 - Current
- Facilitating new enquires and renewals right through till placement within TAT.
- Assisting sales sources in fact finding when needed, keeping abreast of new plans in market
- Building relationship with old and new plans in the insurers and overall aiding client satisfaction
- Negotiated favorable contract terms with vendors, leading to significant cost savings while maintaining product quality and timely delivery.
- Supporting individual medical inquires as and when required.
- Managed 80% renewal retention in group medical.
Medical Insurance Executive
Continental insurance and financial services group
2014.05 - 2022.05
- Providing comparison Matrix for basic, local and International Individual Medical Plans
- Advising suitable individual plan options as per the client requirements and booking the same with the suitable insurers
- Evaluation and advising documentation with staff /clients from application stage to on boarding and validation of the policies
- Handling, coordinating with the insurers and clients on the basic and new business for individual medical policies
- Generating quotations online and training the staff on the same
- Corresponding and coordinating along the process from the inquiry till activation of insurance policy with sales coordinators and clients
- Maintaining the new business and renewal records on monthly basis
- Handling online inquires, errors and sorting of the same with the insurer providers
- Monitoring the online basic renewal notifications from insurers
- Negotiating on the premiums and discounts with the insurers for New and renewal business
- Handling and processing renewal notifications with clients and internal staff.
- increased Client satisfaction by providing personalized insurance solutions tailored to individual needs
Business Support to Managing Director
Continental Insurance and Financial Services Group
2015.01 - 2016.02
- Maintain and organize daily meetings and travel schedule
- Maintain client database
- Update and follow up with clients regarding their portfolio, payment schedules, documentation, investments and insurance plans
- Coordinate and correspond with departments for client investments, medical and general insurance plans
- Prepare and assist with visa requirements and air tickets for the team’s travel.
Front Office Executive
Continental Financial Services Group
2013.06 - 2015.01
- Manage the company’s switch board for head office
- Assist the Managing Director to service clients
- Handled all the couriers’ incoming and outgoing for the company
- Handled the reporting and documentation of invoicing and submitting to the accounts team
- Support the Managing Director’s office with his client files and sending out gifts to his clients
- Assisted the Group Managers with administrative assistance.
Sales and Front Office Coordinator
Al Zaher General Facilities Supply
2012.09 - 2013.05
- Handle the switch board for the organization
- Assist sales team with quotations and proposals and presentations
- Coordinate logistics and documentation between warehouse and showroom
- Handle courier and office administrative tasks
- Supported the sales manager and managing director whenever required.
Account Executive (Stock Brokers)
Acuity Stockbrokers - Joint venture of DFCC & HNB Banks
2008.06 - 2009.10
- Responsible for handling inquiries and correspondence pertaining to documentation
- Assisting Clients on opening of accounts for share trading
- Handling the process of document verification with regard to share trades
- Signing and authorizing documents for the SEC (securities and exchange commission), CDS (central depositary system), CSE (Colombo stock exchange) all account openings and private deceased transfers and offers and share certificates.
Front Office Executive (Stock Brokers)
John Keells Holdings Limited
2006.04 - 2008.05
- Responsible in handling settlement cheques given by the clients for share trading with brokers
- Handled all front office calls with regard to all share trades including all staff
- Responsible in handling records of the applications of all IPO’s by checking the accuracy of the filed forms and entering data.
Education
DIP CII - Insurance
Cert. CII
Chartered Insurance Institute 12.2027
Skills
- Flexibility in Adapting
- Time Management
- Ability to work under Pressure
- Cross functional team coordination.
- Language Fluency in English
Roles And Responsibilities
- Providing comparison Matrix for basic, local and International Individual Medical Plans.
- Advising suitable individual plan options as per the client requirements and booking the same with the suitable insurers.
- Evaluation and advising documentation with staff /clients from application stage to on boarding and validation of the policies.
- Handling, coordinating with the insurers and clients on the basic and new business for individual medical policies.
- Generating quotations online and training the staff on the same.
- Corresponding and coordinating along the process from the inquiry till activation of insurance policy with sales coordinators and clients.
- Maintaining the new business and renewal records on monthly basis.
- Handling online inquires, errors and sorting of the same with the insurer providers.
- Monitoring the online basic renewal notifications from insurers.
- Negotiating on the premiums and discounts with the insurers for New and renewal business.
- Handling and processing renewal notifications with clients and internal staff.
Expertiseareas
- Individual and Group medical insurance executive
- Customer Care and Sales Coordination Process Support executive
Nonrelatedreferees
Furnished Upon Request
Trainingprogrammesattended
- Business English & Business Etiquette
- Personal Grooming / Interpersonal Skills
- Leadership Qualities
- Negotiation Skills
- Soft Skills/ Telephone Etiquette / Customer Service
Professionalandeducationalqualification
- RQF level: 4 - DIP . CII Sitting for insurance brokering in the December 2024
- RQF level: 3 - successfully passed in CII.
- Passed G.C.E. Advanced level Examinations in 2005.
- Passed G.C.E. Ordinary level Examination in 2002
- Successfully completed the Certificate in Information Technology (Diploma Certificate)
- Successfully completed the Certificate in Investment Advisor at the SEC (Securities and Exchange Commission) Colombo, Sri Lanka
Attributes
- Dedicated
- Loyal
- Team Player
- Leadership
- Go-getter
Personal Information
- Date of Birth: 05/05/86
- Gender: Female
- Nationality: Sri Lankan
- Visa Status: Residence
Timeline
Senior Executive
RMS Insurance Brokers
2022.10 - Current
Business Support to Managing Director
Continental Insurance and Financial Services Group
2015.01 - 2016.02
Medical Insurance Executive
Continental insurance and financial services group
2014.05 - 2022.05
Front Office Executive
Continental Financial Services Group
2013.06 - 2015.01
Sales and Front Office Coordinator
Al Zaher General Facilities Supply
2012.09 - 2013.05
Account Executive (Stock Brokers)
Acuity Stockbrokers - Joint venture of DFCC & HNB Banks
2008.06 - 2009.10
Front Office Executive (Stock Brokers)
John Keells Holdings Limited
2006.04 - 2008.05
DIP CII - Insurance
Cert. CII
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