Irene Gomes E X P E R I E N C E

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Irene Gomes 12/7/2014 FINANCE/OPERATIONS Management Dubai, United Arab Emirates Phone: +971502156364 Email: ismay25@gmail.

1 Irene Gomes 12/7/2014 FINANCE/OPERATIONS Management Dubai, United Arab Emirates Phone: Licenses: UAE driving license Languages: Business English, Hindi Visa status: DIFC free Zone O B J E C T I V E Well-experienced and self-motivated seasoned Insurance operations professional with having more than 7 years UAE experience in Insurance/Investments. Possess good Interpersonal and Management skills. Highly motivated to deliver business goals and achieving above the line targets. E X P E R I E N C E 1) ASSISTANT MANAGER OPERATIONS F W U Global T a k a f u l S o l u tions, ( F i n a n c i a l & S y s t e m P r o v i d e r s f o r I n s u r a n c e ) D u b a i, U A E August 2008 December 2014 Career Progressions and Title Changes Current Position - Assistant Manager Operations (2013 Till Date) Senior Operations Executive from Operations Executive from Administration Assistant from August Day to Day Operations management for Life Insurance and Investment products like Dubai Islamic Insurance and reinsurance (AMAN), Pak Qatar, National Commercial Bank, Alsafat, etc. Claims Management from alterations until payout (Surrenders, maturities, terminations, partial withdrawals, Death claims). Perform Reconciliation of Insurance accounting books. Ensuring physical Online banking accounts and Back office

2 accounts are in sync. Investigate and normalize transactions accordingly. Prepare Quotations via offline/ online Calculators and executing policy endorsements for activated policies based on requests. Life Insurance policy administration and claims payment management. Continuous reminders and follow-ups on Overdue Contributions of active policies. Client communication for yearly, quarterly, weekly, policy statements. Perform Manual excel calculations of Takaful refunds, Takaful early payouts etc. Ensuring all three parties ( Wakeel, FWU and bank has transferred their share on physical bank account. Dealing with International and Local Banks for Money Transfers for investment purpose and redemption requests in case of unexpected loses. Responsible for money collection, cheque clearance and payment confirmation. Investment splitting of end consumer unit linked life insurance contracts every week. Preparation of daily, weekly, monthly reports for Operations and Key performance indicators for banks, wakeel and FWU Management and Munich Accounts Team. In-depth work experience on secure file transfer protocol area, CITRIX system, Bank insurance front office online application issuance system (FILOS), OTRS etc. Client s money (partial withdrawal, surrenders, early payouts, maturity amount etc transferred in their respected accounts via files. Ensure cent percent accuracy on the same. Provide Underwriting support on online applications at both maker and checker stages for the bank Operations. Ensuring quality check on applications content i.e verification of valid ID and date of birth declared both on paper and on the system. For error cases, amendments are done on cases with approval obtained from Wakeel, Reinsurer and support of the product and IT team. Executing and confirming on alterations based on originals received; Increases of contributions, decreases of

3 contributions, Fund switches, continuation after maturity, redirection of switches, Reactivations of terminated policies, Additional Lumpsums, Term life riders, reinstatement of paid up or deferred policies, making policies paid up or defer policies etc. Responsible for communication within Bancassurance channels of prominent banks like Dubai Islamic Bank, National Bank of Abu Dhabi, Abu Dhabi commercial bank, Emirates NBD. Involved in User acceptance test for life insurance product implementations. Responsible as a main coordinator for service desk in handling product and system related issues. Train new sales staff on FWU proprietary Life insurance systems. Main coordinator for 24x7 Bancassurance hotline support. 2) INSURANCE PRODUCT ADMINISTRATOR G l o b a l e y e I n s u r a n c e B r o k e r s, D u b a i, U n i te d Arab Emirates June June 2008 Responsible for evaluation and processing of new business applications. Coordination with top of the line insurance companies like Zurich international Life, Friends Provident International, Generali International, Scottish provident, Prudential Life International, Dominion International, CasteltrockInc, Horn buckle Mitchell Life (SIPPS), Royal Skandia, William Russell, Axa Insurance, Good Health, Standard Bank. Communicating Investment linked Plan Value. Claims Management like (Surrender, partial withdrawals, Death claims). Prepare Quotations via offline/ online Calculators and executing policy endorsements for activated policies. Maintain Sales records every day. Maintain customer collection and book keeping. Booking medical appointments for clients. S K I L L S Life Insurance Administration

4 Operations Management Financial Book keeping Sales and Product support Sales Campaign Management Training and PowerPoint presentation. M I C R O S O F T O F F I C E > Highly competent in the use of IT; having good working knowledge of Power Point, Word and advanced Excel. > Excellent In Making Power Point Presentations And Presentable Management Reports. > Excellent Typing Speed (48 wpm) E D U C A T I O N M A N I P AL U N I V E R S I T Y, D U B AI, UNITED AR AB E M I R ATES MBA Major in Operations Management (Supply Chain) and Minor in Banking Finance. Expert knowledge & study on Incoterms, FCL, LCL, Supply Chain Management, Trade. Final Thesis done on : Digital Documentation Processes in the Insurance sector. C AR M E L S C OL L E GE, G O A, I N D I A 2006 Bachelors in Psychology, Minors in Economics I N T E R N AL I N - H OUSE TRAININGS On Citrix And Filos Systems ( 3 MONTHS in FWU global takaful solutions ) A D D I T I O N A L S K I L L S A Q U I R E D T H R O U G H M A S T E R S I N B U S I N E S S A D M I N I S T R A T I O N ( M B A ) Expert knowledge & study on Incoterms, FCL, LCL, Supply Chain Management, International Trade etc.

5 Knowledge of types of letter of credit, and payment process with or without confirming bank. Knowledge of INCOTERMS 2000 and 2010 (International Commercial Terms). Strategic negotiating skills and maintaining good relationship with business partners. C E R T I F I C A T I O N S A N D T R A I N I N G S Training on Fundamentals of Takaful (Malaysian Insurance Institute) Graphic Design (Campus Educational Institute) Advanced Microsoft Office ( Karama computer centre, Dubai) National Cadet Corps R E F E R E N C E S Maria Do Ceo (Administration Manager/Executive to the CEO) Company Globaleye Insurance Brokerage Dubai. Claudia Ruppelt (Head of Operations and Distribution) Company. FWU GT Solutions.- DIFC, Dubai.

BILLING INTRODUCTION. Agency Bill and Direct Bill Statements. Commission. Agency Bill. Direct Bill

BILLING INTRODUCTION. Agency Bill and Direct Bill Statements. Commission. Agency Bill. Direct Bill ONTARIO BILLING MANUAL INTRODUCTION This manual outlines the procedures followed by the company in the administration of the billing and collection process. The manual is organized as follows: Agency Bill