Laila Alshehri

• minimized revenue leakages by leading initiatives with related stakeholders
• Optimized control logic to capture leakages accurately.
• Offered insights and recommendations to senior management regarding potential risks and improvement opportunities.
• Working on actions to recover leakages by cross-functioning with related parties.
• Assessing the existence of assigned controls to assure efficiency and effectiveness.

• Reviewed and analyzed financial data and billing systems and identified gaps/ discrepancies that lead to revenue leakage.
• Identified errors in unbilled services, or missed charges that result in revenue leakage.
• Ensured that all billing and financial systems are capturing revenue correctly.
• Collaborated with the billing department to ensure that correct charges are applied and to address any issues with customer invoices.
• monitored customer adjustments and highlighted abnormal trends.
• Reconciled revenue data from various sources (e.g., customer accounts, transactions, payment systems) to ensure that all revenue is accurately captured.
• Prepared and presented regular reports to management and related stakeholders

• Built and maintained strong relationships with clients, understanding their needs, and advising on the best insurance solutions.
• Client Retention: Ensured existing clients satisfaction with their policies and services, and addressed concerns to retain their business.
• New Client Acquisition: Identified potential clients and lead efforts to bring in new business through networking, referrals, and marketing strategies.
• Analyzed Client Needs: Assessed clients' risks, business operations, and personal requirements to recommend the most appropriate coverage options.
• Offered expert advice on insurance options, policy terms, and conditions to clients, ensuring they fully understand their coverage
• Acted as an intermediary between clients and insurance companies, negotiated terms, premiums, and coverage limits to get the best deal for the client.
• Finalized and placed the appropriate policies, whether personal or commercial, after negotiations.
• Assisted clients with complex claims, ensuring the process is smooth and advocating on their behalf when needed.
• Addressed any disputes or issues that arise between clients and insurers, aiming to find the best resolution.
• Implemented best practices of industry developments, emerging risks, and new products to offer clients innovative solutions.
• Understood the competitive landscape and adjusted strategies to maintain or grow the client base.
• Analyzed financial data for informed decision-making.

• Coordinated sales strategies with the marketing department for new products in insurance
• Fostered a positive working environment through clear communication and support.
• Recruited high-performing individuals, building a competitive sales team.
• Analyzed market trends to adjust our sales approach accordingly.
• Identified potential markets, expanding business opportunities for the company.
• Initiated cross-departmental collaborations for comprehensive business growth.
• Implemented effective sales techniques leading to better conversion rates.
• Managed sales enquiries to ensure quick response times.
• Reviewed contracts and sales proposals to verify quality and guideline compliance.
• Maximized sales opportunities by communicating product value proposition and selling points.

• Reviewed insurance applications submitted by clients to ensure that they are complete and meet the necessary requirements for underwriting.
• Kept track of required documentation from clients (e.g., proof of income, property details, medical records) to help underwriters assess the risk.
• Ensured data entry from applications and documents into the company’s systems or underwriting software for further analysis.
• Assisted underwriters by conducting preliminary research and data gathering related to the applicant's history, claims record, and risk profile.
• Assisted in the preparation of insurance quotes based on the data provided and underwriting guidelines.
• Prepared policy documents, endorsements, and renewals for underwriters to review and finalize.
• Ensured clients received their policy documents, and followed up on any required changes or updates.
• Maintained well-organized physical or digital files of applications, policy documents, correspondence, and other relevant paperwork.
• Ensured that deadlines for policy renewals, document submissions, and underwriting reviews are met.
• Managed the archiving and retrieval of documents as necessary, ensuring compliance with company and regulatory requirements for recordkeeping.
• Communicated with clients, brokers, agents, and other departments to provide updates on the status of applications, requested additional information, and addressed issues related.

• Improved risk management by conducting thorough research and analysis on potential clients.
• Attended relevant industry seminars, keeping abreast of market trends affecting underwriting decisions.
• Facilitated effective communication, enhancing team performance and morale.
• Streamlined underwriting processes to maximise efficiency and productivity.
• Achieved higher approval rates by negotiating terms with brokers and clients.
• Collaborated with other departments, ensuring consistent approach towards risk evaluation.

Built a strong base of prospects and maintained productive relationships with partner’s staff to drive sales.
Managed partnerships between banks and insurance companies for effective distribution of insurance products.
Achieved assigned production targets and promoted a customer-centric approach while safeguarding partner expectations.
Cross-sold insurance products alongside banking services to enhance customer offerings.
Educated clients on various insurance options, benefits, and features.
Oversaw premium collection and ensured proper policy documentation.
Handled all customer inquiries, requests, and complaints, ensuring maximum customer satisfaction.
Collaborated with insurance companies for claims handling and customer support.
Ensured compliance with regulations and legal requirements in the bancassurance process.
Contributed to marketing and promotional efforts to drive product sales and customer engagement.