Operations Coordinator

Job description / Role

Accountability Area
• Defining and negotiating policy terms and premium with clients and insurance companies
• Assess client insurance needs, amending/revising and extending existing policies through endorsements.
• Obtain various available insurance options from the market to comply with the client/managers requirements.
• Evaluate and assess Client’s needs and risk profile by analysing the collected information to come up with the best insurance options.
• Collect all necessary information and data from the Client to evaluate insurance applications and discuss recommendations with Line Manager or directly to the Client (as authorized by the Line Manager)
• Review insurance applications for compliance and adherence
• Process Quotations, Comparisons, Renewals, Policies, Schedules and Endorsements
• Gather relevant documentation process and update existing customer policy records
• Assist with claims and insurance related queries
• Provides support and service to colleagues and management in preparing documents to maintain records, presenting the policy, answers questions on exclusions or explanations of cover, restrictions and any other concern to facilitate the delivery of the policy
• Provide prompt, accurate and courteous service to clients and insurance companies.
• Review options from multiple service provider to best cover clients interests
• Respond to a variety of customer requests, questions, and complaints in a courteous, efficient and timely manner.
• Record and prepare reports for all requests, complaints, concerns highlighted by Clients for Line Manager’s review and action
• Maintain an updated database and ensure availability of data from an end-to-end platform to provides management the visibility and insights needed

Accountability Area
• Defining and negotiating policy terms and premium with clients and insurance companies
• Assess client insurance needs, amending/revising and extending existing policies through endorsements.
• Obtain various available insurance options from the market to comply with the client/managers requirements.
• Evaluate and assess Client’s needs and risk profile by analysing the collected information to come up with the best insurance options.
• Collect all necessary information and data from the Client to evaluate insurance applications and discuss recommendations with Line Manager or directly to the Client (as authorized by the Line Manager)
• Review insurance applications for compliance and adherence
• Process Quotations, Comparisons, Renewals, Policies, Schedules and Endorsements
• Gather relevant documentation process and update existing customer policy records
• Assist with claims and insurance related queries
• Provides support and service to colleagues and management in preparing documents to maintain records, presenting the policy, answers questions on exclusions or explanations of cover, restrictions and any other concern to facilitate the delivery of the policy
• Provide prompt, accurate and courteous service to clients and insurance companies.
• Review options from multiple service provider to best cover clients interests
• Respond to a variety of customer requests, questions, and complaints in a courteous, efficient and timely manner.
• Record and prepare reports for all requests, complaints, concerns highlighted by Clients for Line Manager’s review and action
• Maintain an updated database and ensure availability of data from an end-to-end platform to provides management the visibility and insights needed
• Strengthening the relationship to client and insurance provider in order to remain competitive, profitable and to bring more value to their clients
• Ensure insight to develop stronger negotiating position to better manage the firm’s time and resources.
• Coordinate with Operations Supervisor to provide paperwork and other necessary assistance to process a client's insurance policy.
• Perform other duties as assigned by the Direct Manager

Requirements

Education/ Qualification
• Minimum Diploma, Bachelor’s degree in any discipline is an advantage

Work Experience
• Minimum 5 years of related experience

Knowledge
• Analysis and recommendations towards providing insurances at the most economical terms and conditions
• Knowledge with electronic records, email, and databases
• Ability to offer a comprehensive selection of products and services that can meet any reasonable need a client required
• MS Office (Excel, Word, PPT, Outlook & Et,.), Data management and Office procedures.

Skills
• Excellent written, verbal, and interpersonal communication skills to communicate well with diverse groups of people
• Effective listening skills
• Excellent organizational, prioritizing, time management, multi-tasking skills
• Ability to work effectively under pressure
• Accuracy and attention to detail
• Ability to work well with other team members, as well as follow instructions from Superiors

About the Company

WFC Holding was born out of a market need for specialist shared services support functions in the UAE.

WFC Holding has rapidly expanded its service offering, capability, and client base to become an integrated business process outsourcing company.