SUNIL JOOGLOO
#7 Samaroo Street, Aranguez, San Juan
Summary
A resourceful professional, who is currently gaining practical and educational experience, pertaining to Life Insurance Management and Annuities. Acquired a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Annuities Representative
The Maritime Financial Group
Barataria
11.2020 - Current
- Administered over 2,500 active annuity policies for both group and individual polices.
- Met with customers and financial advisors to provide information about available products and policies. Ensuring relevant forms and filings are completed according to regulations guidelines.
- Conducted annual reviews of existing policies to update information.
- Calculated 100% vesting/maturity options as well as early retirement and surrender requests.
- Prepared/ Calculated 100% benefit vouchers and payments after documents have been submitted.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Maintenance and updating of annuity database for vested policies.
- Liaising with and preparation of documents require by Board of Inland Revenue (BIR) for policy changes, early retirements, surrenders, TD1 and TD4 approvals.
- Prepared monthly maturity tax, PAYE tax, surrender tax reports, vouchers made payable to BIR.
- Maintenance of benefit database for benefit payable and annuity options.
- Ensured agents and clients adhere to regulations set forth by Board of Inland Revenue.
- Assisted with death benefit payments and benefit payable to staff pensions.
- Corresponded and reconciled with banks and credit unions for Automated Clearing House (ACH) uploads.
Client Support Representative
THE MARITIME FINANCIAL GROUP
01.2019 - 11.2020
- Processed daily correspondence (new requests and return of documentation) that are received from front line staff, Financial Advisors or clients.
- Performed queries on database to filter upcoming maturities via month and type of policy.
- Utilized mail merge to send mass letters and follow-ups.
- Extensively used of Excel to prepare variety of calculations and retirement figures.
- Database Management for over 2,500 annuitants- Monthly Tax, Annuities, Matured Policies.
- Completed necessary checks to validate status of policy for preparation of payment vouchers via ACH (Automated Clearing House).
- Prepared tax forms, income letters and policies electing for Early Retirement etc. to be sent to BIR.
- Provided timely feedback and responses to queries from actuary, financial advisors, financial advisors support system, client services and Clients.
- Processed monthly annuities for deposit via ACH into various Banking Institutions and Credit unions.
- Worked along accounting to develop reject listing, payments made (monthly and maturities) and to provide file requested for audits.
Promotional Items Coordinator
THE MARITIME FINANCIAL GROUP
Barataria
09.2018 - 01.2019
- Coordinated and planned with purchasing for sourcing promotional items and process orders.
- Ensured actual inventory items and quantities are equal to listed figures, and updated spreadsheet where necessary.
- Coordinated 100% of orders daily for delivery/pick-ups and accounting purposes.
- Updated inventory database and provided Corporate Relations with updated inventory daily.
- Completed final stock out at end.
Office/ Sales Assistant
OROTRADING LIMITED
Barataria
03.2018 - 08.2018
- Maintained company inventory management for orders.
- Provided front desk duties.
- Performed daily administrative and daily office functions.
- Coordinate orders with customers and sales representatives.
- Performed basic accounting and balancing of company’s accounting book daily.
- Assisted company manager in creating online database/ company website.
- Filed invoices and memos returned from sales representatives.
- Ensured consumers are updated with new items and catalogs, changes in pricing.
Research Assistant/Technician/Department Assistant
THE UNIVERSITY OF THE WEST INDIES, DEPARTMENT OF RADIOLOGY & PSYCHIATRY
12.2017 - 02.2018
- Assisted resident doctors, Head of Adult Medicine, Program Coordinator for Radiology for UWI, Medical Students and allied Staff with research.
- Maintained patient databases, literature research, drugs usage, various radio-logical techniques performed and appointments using relevant databases.
- Assisted with project specializing in data collection, data entry, co-ordinate research with students.
- Assisted with research application submitted to UWI and The Medical Association of Trinidad and Tobago.
- Assisted with coordinating research seminars, classes and examinations.
- Responsible for updating students research projects bi weekly into Excel for analysis and update.
- Developed a system to track all active and past research done by relevant members of staff.
Data Entry Clerk
ORO TRADING COMPANY LTD.
Barataria
01.2015 - 11.2015
- Reviewed and updated client correspondence files and database information to maintain accurate records.
- Maintained databases, mailing lists, telephone networks, and other information to facilitate monthly update of products and prices.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Provided point of sale services.
- Completed orders and organized product deliveries with 100% efficiency.
- Logged reports, expenses, receipts and sales documents into database.
Medical Summer Intern
NORTH WEST REGIONAL HEATH AUTHORITY
07.2013 - 08.2013
- Assisted doctors in Accident and Emergency with procedure.
- Helped with administrative task such as request forms.
- Patient education- proper use of inhalers, awareness of diabetic foot care etc.
- Assisted laboratories with various tests.
- Taking patient histories to assist senior medical doctors.
- Assisted with routine checks and diagnostic testing by collecting and processing specimens.
Education
Bachelor of Medical Sciences - Medical Sciences
The University of The West Indies
Mt. Hope, Trinidad07.2015
UWI N1 Program -
The University of The West Indies
St. Augustine08.2012
Caribbean Advanced Proficiency Exam (CAPE) -
Vishnu Boys Hindu College
Caroni, Trinidad05.2011
Caribbean Examination Council (CXC) -
Vishnu Boys Hindu College
05.2009
Skills
- Life insurance
- Annuities
- Tax
- MS Office
- Database Management
- Medical terminology knowledge
- Client Relation Management
- Accounting
- Research
- Leadership
- Anti Money Laundering and Combating Financing Terrorism Certified
- Sales
Certification
- ALMI (Associate Life Management Institute) Certified
- Currently pursuing ( completed by September, 2021) - LOMA 355 & LOMA 357
References
Mr. Shastri Ramkhelawan, Quality Coordinator
Carib Glass Works Ltd.
#9 Coronation Street Aranguez
356-1854
Ms. Nakita Macoon, Woman Police Constable
Trinidad and Tobago Police Service
#4 Bholai Street El Socorro
730-6493
Timeline
Annuities Representative
The Maritime Financial Group
11.2020 - Current
Client Support Representative
THE MARITIME FINANCIAL GROUP
01.2019 - 11.2020
Promotional Items Coordinator
THE MARITIME FINANCIAL GROUP
09.2018 - 01.2019
Office/ Sales Assistant
OROTRADING LIMITED
03.2018 - 08.2018
Research Assistant/Technician/Department Assistant
THE UNIVERSITY OF THE WEST INDIES, DEPARTMENT OF RADIOLOGY & PSYCHIATRY
12.2017 - 02.2018
Data Entry Clerk
ORO TRADING COMPANY LTD.
01.2015 - 11.2015
Medical Summer Intern
NORTH WEST REGIONAL HEATH AUTHORITY
07.2013 - 08.2013
Bachelor of Medical Sciences - Medical Sciences
The University of The West Indies
UWI N1 Program -
The University of The West Indies
Caribbean Advanced Proficiency Exam (CAPE) -
Vishnu Boys Hindu College
Caribbean Examination Council (CXC) -
Vishnu Boys Hindu College
- ALMI (Associate Life Management Institute) Certified
- Currently pursuing ( completed by September, 2021) - LOMA 355 & LOMA 357
Similar Profiles
Ansel C.S.M. LeslieAnsel C.S.M. Leslie
Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)
James ArnoldJames Arnold
Legal Intern at Metro Group MaritimeLegal Intern at Metro Group Maritime
Ahamed SafeerAhamed Safeer
Graduate Engineer [QA] at Unique Maritime GroupGraduate Engineer [QA] at Unique Maritime Group