Diligent and detail-oriented professional with a strong background in finance, insurance and business management. Skilled in resolving queries, financial analysis and providing exceptional customer service. Quick learner. Proficient in Microsoft Office Suite and various financial and insurance software systems.
Overview
3
3
years of professional experience
Work History
Accounting Officer
Sagicor Life Insurance Trinidad and Tobago Limited- Suspense Queries Unit
Sagicor Financial Centre, Port Of Spain
08.2023 - Current
Ensured timely completion of monthly audit schedules.
Managed suspense query resolution by identifying discrepancies, gathering information, and taking necessary actions to clear the suspense.
Efficiently managed cheque processing and payment reversals for client files, using the appropriate software system.
Produced monthly reports on the outstanding balances of policies that have lapsed or become inactive.
Managed the preparation and processing of refund cheques and letters associated with lapsed/inactive policies.
Addressed and resolved all client/agent queries related to insurance policies.
Manager
Loadout TT (Remote online business)
10.2021 - Current
Managed financial and logistical operations of business.
Implemented strategic content plans resulting in higher brand visibility and audience growth.
Implemented effective inventory control measures.
Ensured excellent customer satisfaction.
Sales Support Officer
Guardian Life of the Caribbean Limited
Ricardo Smith Branch, Chaguanas
09.2021 - 09.2022
Generated quotes and promptly addressed policy amendment requests, including premium and coverage modifications.
Processed and settled new applications for life and health insurance policies.
Handled modifications to existing insurance policies like name changes, address changes, reinstatements, and premium adjustments.
Conducted weekly meetings with agents for updating status of incoming new applications.
Prepared and analyzed weekly branch production reports.
Education
Bachelor of Science - Banking And Finance- Upper Second Class Honors