Excel
Insurance relationship & operations professional with 10+ years’ experience across medical, motor, and general lines. Proven track record in key‑account management, claims & complaints handling, and process optimization. Skilled at building trust with corporate and government clients, ensuring regulatory compliance (CCHI, SAMA) and exceeding sales targets (#1 SME renewals nationwide, Apr 2021). Power‑user of Insurance Management Services (IMS & ESKADENIA)
- Own end‑to‑end delivery of a major government medical‑insurance contract covering 10 000+ lives.
- Upload beneficiaries to CCHI platform, verify eligibility, and announce policy start across channels.
- Provide 24/7 support to employees & dependents; resolve network issues with providers and internal teams.
- Conduct quarterly workshops and health‑awareness events to improve utilization.
- Coordinate premium schedules with Finance and the client, maintaining 0% arrears.
- Managed all regulator‑escalated complaints (SAMA, CCHI) and company direct cases; closed 98% within SLA.
- Built Excel dashboards (weekly/monthly/annual) tracking volumes, ageing, and root causes; presented during audits.
- Escalated cases to department heads, GM, or CEO and communicated resolutions to customers.
- Serviced 160–180 active medical, motor & general policies; handled endorsements, claims, and renewals.
- Achieved #1 nationwide for SME policy renewals (April 2021) by negotiating competitive terms with Underwriting.
- Managed high‑profile embassy and consulate accounts requiring diplomatic sensitivity.
- Provide 24/7 support to employees & dependents.
- Directed fire, engineering, marine, and life claims lifecycle: registration, survey, loss adjustment, settlement.
- Coordinated field inspections, produced loss reports, and authorized payments after deductible checks.
- Operated walk‑in claims center; verified documentation, issued acknowledgments, and ensured payouts within 14 days.
- Liaised with Finance to release cheques/bank transfers and obtained customer receipts.
- Audited medical‑insurance applications and issued policies in IMS; resolved post‑issuance issues with CCHI.
- Founded online policy‑issuance unit (medical, motor, liability, property, travel): set up calls, payment verification, and UPS delivery; scaled from customer #1 to #1 500.
- Selected for core team rolling out ESKADENIA; trained 15+ operations staff on the new platform
Key account management
Client relationship building
Account management
Business development
Sales tactics
Client needs assessment
Regulatory compliance
Customer rapport
Client onboarding
Negotiations Skills
Organizational skills
Effective communication
Time management
Excel
Word
IMS Software
ESKADENIA Software
IFCE
Anti-fraud and money laundering
IFCE
Professional sales
Life Insurance and Claims
Seminar in marine insurance
Professional Claims Management