SAMAR EL NAJAR

• Review group applications for, life, health, and other related insurance to complete high-level risk assessment.
• Designing plans by following underwriting guidelines, quoting procedures, client requirements, and special arrangements.
• Processing new business quotations using an underwriting software system and generating rates.
• Review and work on renewal policy preparation.
• Administrative activities such as filling, Email arranging, and updating Quote tracker.

• Perform risk analysis using technology as well as external data sources to quote negotiating and authorize acceptance of risk.

• Maintain accurate records of decisions made and maintain completeness of policy data Perform data entry activity.

• Determine eligibility for policy renewals based on guidelines and retention.

• Ensure adherence to policies, procedures, and underwriting guidelines.

• Creating Tender for New and Renewal groups

• Learn to understand rating procedures, wording underwriting policies, and regulations.

• Handle renewal list generating tool and work assignments monthly.

• Work effectively towards the goals of the team

• Build positive working relationships with internal and external parties.

• Perform other duties as assigned.

• Calculated group and individual renewal rates based on customers' background, industry, and demographic information.

• Evaluated applications to determine insurance coverage and appropriate risk classifications.

• Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.

• Creating Initial Basic/Enhanced Polices for groups and individual
• Endorsements such as
• Member Addition, Correction and Cancellation
• Printing Health Cards and certificates
• Creating daily and monthly report
• Providing with daily Request of (Member list, Bill Summary and Report
• Invoices)
• Handling reports and the overall team management in the absence of the supervisor.

• Deal with the Equator AS400 (Banking & Financial Software )
• Issuing trading accounts for DFM/ securities fanatical market
• Opening trading account & obtain the entire related documents Form customers as per securities requirement
• Creating the stock shares transfer DFM / Securities Financial Market
• Creating customer invoices
• Creating monthly and general report
• Customer services
• All secretarial duties.

• Following up with customer requirements
• Train ,evaluate & support the sales team
• Provides to product visual merchandising and sales team
• Maintain stock health
• Analyze zero stock reports and provide recommendation
• Process emergency order
• Liaison with the technical support retail and W.H team for better result.