Ariel Hosam
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities, and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
7
7
years of professional experience
Work History
Investment Officer
Guardian Asset Management & Investment Services Limited
Westmoorings
01.2020 - 03.2023
- Provided any ad hoc analysis required to assist management in the administration of the portfolio.
- Ensured accuracy in the maintenance of client information in internal databases systems.
- Checked transactions and reporting for compliance with regulatory standards and investigated discrepancies.
- Managed day-to-day operations related to the administration of investment accounts.
- Prepared all pricing sheets and price analysis sheets for upload onto investment software.
- Review and reconcile all ledger accounts, ensuring agreement with investment software and third-party statements on a monthly basis.
Group Underwriter II
TATIL
01.2018 - 12.2019
- Reviewed all Underwriter 1 entries.
- Underwrote and escalated high-risk applicants to the CMO.
- Reconciled accounts receivables on a monthly basis.
- Prepared cash flow reports for Finance.
- Followed up with clients lagging in payments.
- Strategised with the Assistant Manager to ensure an efficient workflow.
Underwriter, Group Underwriter I
TATIL
01.2016 - 01.2018
- Analyzed the eligibility of submitted group health applications.
- Ensure thorough evaluation of completed edits.
- Assisted in the preparation of billings.
- Close and balance the premium register.
- Reviewed unpaid premiums, compiling comprehensive reports on amounts owed.
- Processed commission payments for agents.
- Processed employer reporting forms and maintains a current database of insured persons.
- Processed payments for all Group Health premiums
Skills
- Effective communication
- Attention to detail
- Time management
- Database management
- Client relationship management
- Problem solving
- Investment theme development
- Resourcefulness
- Professional demeanor
- Operations management
Timeline
Investment Officer
Guardian Asset Management & Investment Services Limited
01.2020 - 03.2023
Group Underwriter II
TATIL
01.2018 - 12.2019
Underwriter, Group Underwriter I
TATIL
01.2016 - 01.2018
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