Israa E. Abed

· New business: Dealing with a new of (corporate & SME) potential accounts and assisting the insurance brokers to provide the best & proper competitive rates.

· Renewal management: retentions existing accounts where it’s a priority to keep the broker portfolio.

• Demonstrated product features, answered questions and redirected objections to highlight positive aspects.

After sales services: ongoing support and assistance that a business provides to brokers after they have placed there client's account by resolving customer complaints, offering technical support, providing maintenance services, and addressing product issues or defects.

• Worked with floor team and managers to meet wide range of brokers needs.
• Responded promptly to requests for assistance, spills and brokers inquiries.
• Set up new sales displays each week with top management .

• Enhanced brokerage reputation, consistently delivering exceptional client service and transparent communication.
• Enhanced client portfolio performance with strategic investment recommendations based on thorough market analysis.
• Managed clients'' financial portfolios with focus on risk management and diversification for optimal returns.
• Utilized advanced technology tools to streamline operations and improve efficiency within brokerage team.
• Recorded supporting documentation for up to 30 phone calls and written emails correspondence.
• Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
• Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
• Developed a reputation for integrity and ethical conduct within brokerage community, leading to increased trust from clients and colleagues alike.
• Created and implemented strategic trading approaches.
• Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
• Targeted accounts at senior and executive levels and secured funding for future initiatives.

• Supported business growth initiatives by providing insightful feedback on product offerings based on market trends and customer needs.
• Performed risk assessments for high-profile clients, ensuring proper coverage levels while mitigating financial exposure for the company.
• Managed relationships with key stakeholders such as brokers, agents, and providers to ensure smooth workflow execution and client satisfaction.
• Collaborated with brokers sales teams to provide up to 60 accurate quotes, ensuring customer satisfaction and retention.
• Improved patient risk assessment accuracy by analyzing medical records and evaluating health histories.
• Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
• Met with customers, agents and brokers to negotiate coverage, price, and service delivery.

• Maintained accurate records of customer payments.
• manage & review the claim from A to Z .
• Used data entry skills to accurately document and input statements.
• Responded to customer concerns and questions on daily basis.
• Handled account payments and provided information regarding outstanding balances.
• Generated monthly billing and posting reports for management review.
• Utilized various software programs to process customer payments.
• Created improved filing system to maintain secure client data.