Khalil Gamal ElSherif

Egyptian Takaful

• Bancassurance Operations SupervisorFull Time

  Jul 2016 - Jun 2017 -11 months

  Egypt , Cairo

  • Job Details: Major Responsibilities: • Reviewing the daily flow of BA new business with concerned departments. • Reviewing and authorizing BA alterations submitted on ESKADENIA system. • Follow up on daily work of BA operations team through emails and direct inquiries. • Follow up in ACH mandates and the acceptance and rejection process. • Monitoring performance of BA operations team and taking proper notes for coaching and appraisal sessions. • Conducting training sessions for BA sales team new comers in using company's system. • Handling BA walk in customers and BA calls received through company's call center. • Delivering all BA reports (weekly, monthly and quarterly).
• Policy Maintenance Supervisor - Operations dept.Full Time

  Jul 2015 - Jun 2016 -11 months

  Egypt , Cairo

  • Job Details: Major Achievements: • Developed division procedures and work instructions. • Set SLA’s with other departments. • Created a dashboard to monitor division’s performance. • Developed an awareness presentation for division’s new comers and other concerned departments. • Participated in testing sessions for new phases on the system to insure its compatibility with company's rules. • Developed a scoring system to monitor team performance and converting their work to numbers.  Major Responsibilities: • Reviewing and authorizing alterations submitted on ESKADENIA system by policy maintenance clerks. • Follow up on daily work of PM clerks through emails and direct inquiries. • Monitoring performance of PM team and taking proper notes and maintaining the scoring sheet to be provided during the company’s performance appraisal.  Also responsible of delivering the following reports: • Weekly reports to retail quality managers of changes in contributions and benefits in policies related to their branches. • Quarterly report to bancassurance channel containing specific authorized alterations helping them in releasing sales commissions. • Quarterly report to Actuarial Team with all changes happened in benefits during the quarter. References: • Mrs. Dareen Mohamed – IPA Manager (Direct Manager) Mobile: 01001423330
• Senior Individual Policy Admin. - Operations dept.Full Time

  Jul 2014 - Jul 2015 -1 yr

  Egypt , Cairo

  • Job Details:Major Responsibilities: Maintaining and handling daily Policy Maintenance requests such as: • Alterations to change, delete or add any inquiry in customer's policy within policy life time. • Withdrawals from Customers' Unit Account Value "UAV" in any investment policy following company's rules. • Surrenders, which means cancelling an investment policy with a UAV, and cancellations for risk policies. • Aiding customer's on their daily inquiries whether with financial entities such as banks or any other inquiry regarding any In-Force policy • Aiding Billing & Collection team, Claims team or any other department with the latest status of the policies. • Reinstatement of lapsed policies and addressing the required document to Underwriting team if required. • Effectively participating in Testing sessions for new phases on the system to insure its compatibility with company's rules. Also participating in New Business tasks such as: • Issuance of new applications after taking the required life cycle. • Participating in Quality Control process before the policy is in-forced in the system. • Reviewing on refunds before signed from Team Manager. References: • Mr. Khaled Sheta – IPA Supervisor Mobile: 01223473440
• Individual Policy Admin. - Operations dept.Full Time

  Jan 2014 - Jun 2015 -1 yr, 5 months

  Egypt , Cairo

  • Job Details:Major Responsibilities: Maintaining all New Business tasks such as: • Receiving new applications. Identifying missing items if available, If not proceeding with data entry (submitting application to ESKADENIA insurance system). • Referring the new application and received signed offer letters to the Underwriting Department for medical evaluation and proceeding with them. • Preparing BIF (Benefits Illustration Form) for policy issuance. • Printing policy schedule, welcome letters after policy's issuance by a higher level for applying the quality control process and standards on the earlier mentioned documents. • Replying on emails and all correspondences between other departments and customers within the SLA (Service Level Agreement). • Proceeding with cancellation of applications/policies and refunding money to the customer if applicable with coordination with the Finance Department and the customer. • Receiving and executing all customers’ requests/amendments on the system as per the agreed processes. • Daily follow-up with pending cases until closing them by issuing policies or cancelling applications. • Updating all related logs on department share folder. • Maintaining daily inquiries from direct sales through Business Assurance department.