MAIZATUL HUDA BINTI MOHAMMAD ZULKIFLI HASHIM
ASSITANT MANAGER
Batu 9 Cheras
Summary
Highly organized and motivated Account Executive with a proven track record of building strong client relationships, developing successful sales campaigns, and effectively managing teams of account managers. Expertise in financial analysis, customer service, and problem-solving to consistently deliver exceptional results. Experienced in coordinating activities with cross-functional departments to achieve strategic objectives, ensuring seamless collaboration and maximizing overall success.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Account Executive - Broking Unit 2 (General)
Sterling Insurance Brokers Sdn Bhd
02.2015 - 04.2017
- Prepare and provide renewal quotation to client.
- Request cover note(s) from insurer upon receiving instruction and remittance from client.
- To ensure payments do not breach the CBC Warranty.
- To ensure cover notes(s) issued correctly in order to avoid disruption whilst client renew the road tax.
- To request RTP Cover Note from insurer for Motor Fleet Program.
- Communicate with insurer should the RTP Cover Note is invalid.
- To ensure RTP Cover Note is sufficient for Road Tax Renewal.
- Check and advise client on RTP Validity.
- Arrange monthly Road Tax Renewal for corporate client.
- To arrange inclusion or deletion of vehicles for the Master Fleet Policy.
- To arrange new Master Fleet Policy by providing quotation and also advise on the suitable coverage.
- To arrange placement of new Master Fleet Policy.
- To issue Invoice and monitor the payments.
- To check and deliver the policies.
- To do annually reconciliation.
- Attend Client enquires through email or telephone.
- To ensure policies are in order and deliver with adhere period.
- Prepare renewal quotation.
- Arrange renewal policies placement.
- Premium Collection.
- Follow up on claim documentations.
- Follow up on claim status from insurer / adjuster.
- Prepare invoice(s).
- Prepare renewal documentation prior to expiring.
- Prepare insurance manual to client after renewal of policies completed.
- Prepare monthly claim bordereau and claim statistic.
- To arrange client’s monthly meeting.
- To prepare monthly report prior to meeting with client.
- To attend meeting with insurer / adjuster on claim.
- Work closely with superior to prepare tender for new business prospect or renewal.
Client Administration - Marine and Energy Unit
Marsh Insurance Brokers Malaysia Sdn Bhd
02.2014 - 02.2015
- Attend and response to enquiries from client.
- To issue Certificate of Insurance as per client requirement.
- Assist brokers in developing and preparing underwriting specifications, proposals, insurance summaries and correspondence.
- Follow-up on outstanding broking matters on a timely basis.
- Prepare quotations, memorandum of insurance and billings.
- Monitor receipts from policies and prepare acknowledgements for clients.
- Review coverage specifications to be submitted to insurance companies for accuracy.
- Review premium quotes from insurers.
- Check accuracy of quotes, binders and policies.
- Monitor premium collection through monthly account statement.
Executive Assistant - Commercial, Constructions and Motor Unit
Jardine Lloyd Thompson Sdn Bhd
05.2011 - 02.2014
- Attend and response to enquiries from client.
- Ensure Renewal Notice issue timely and sent to client 2-3 months prior to expiry.
- Assist and prepare quotation / proposal for new business and existing client based on client requirement.
- Review terms and quotations receive from insurer before propose it to the client.
- Discuss with the insurer and underwriter for any terms and quotation that require further review.
- Arrange survey for client whenever required.
- To do follow up with insurer for policies, endorsements and cover notes issuance.
- Ensure policies, endorsements, and cover notes provided by insurer are been issued correctly before deliver to client.
- Advise insurer for any changes require for the policies, endorsements and cover notes.
- To monitor construction project progress and to ensure if the project require extension whenever needed.
- Ensure all the risk placement completed within stipulated period.
- To assist manager in preparing Tender for New Business.
- Assist in premium collection from client and monitor Premium Warranty also Motor Cash Before Cover (CBC).
- Monitor premium collection through monthly account statement.
Account Executive - Employee Benefits Unit
Iltizam Perkasa Sdn Bhd
12.2008 - 05.2011
- Company Overview: Insurance Agency
- Attend and response to enquiries from client.
- Review process and monitor Medical Claims submitted by client.
- Discuss directly with the Insurer for any submitted claims that require further review.
- Ensure medical card that been issued by insurer is correct as per client advised and to make sure it been delivered to client without any delay.
- Ensure any notice from client on will be advise to insurer without any delay.
- Arrange Medical Check Up for the clients in order to fulfill the Insurer requirement.
- Preparing Quotation / Proposal for New Business and existing client.
- To review for any terms and quotations provided by the insurer is compatible with the client requirements.
- To ensure clients ‘policies are been renewed within stipulated time.
- To assist manager in preparing Tender for New Business Prospect.
- Ensure Renewal Notice been sent to client 2-3 months prior to the expiry.
- Review Policies and Endorsements to ensure it been issued correctly before deliver to the client.
- To advise insurer for any changes require to the policies and endorsements.
- Prepare periodic clients’ claim statistic.
- Provide a presentation for the client on their Employee Benefits Program and Claim Procedures.
- To issue Debit / Credit Note.
- Insurance Agency
Education
Bachelor of Business Administration (Hons) - Insurance
University Technology MARA
12.2008 - 09.2010
Diploma in Business Studies - Insurance
University Technology MARA
Alor Gajah, Malacca 04.2006 - 10.2008
Skills
- Personal Mastery
- Teamwork & Leadership
- Time Management
- Communication
- Decision and Problem Solving
- Microsoft Excel
- Microsoft Power Point
- Microsoft Word
Computer Literacy
8/10, 9/10, 9/10
Ic Number
870307-04-5174
Driver License Class
D
Willing To Travel
True
Personal Information
- Age: 31
- Health Status: Excellent
- Gender: Female
- Nationality: Malaysian
- Marital Status: Single
Timeline
Account Executive - Broking Unit 2 (General)
Sterling Insurance Brokers Sdn Bhd
02.2015 - 04.2017
Client Administration - Marine and Energy Unit
Marsh Insurance Brokers Malaysia Sdn Bhd
02.2014 - 02.2015
Executive Assistant - Commercial, Constructions and Motor Unit
Jardine Lloyd Thompson Sdn Bhd
05.2011 - 02.2014
Account Executive - Employee Benefits Unit
Iltizam Perkasa Sdn Bhd
12.2008 - 05.2011
Bachelor of Business Administration (Hons) - Insurance
University Technology MARA
12.2008 - 09.2010
Diploma in Business Studies - Insurance
University Technology MARA
04.2006 - 10.2008
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