Shivnita Lal

* In this role, I am responsible for supporting the insurance agent by managing administrative tasks, client communications, and insurance policy processes to ensure smooth operations and excellent client service.
* Execute a range of administrative and insurance-related tasks, including answering phones, preparing and formatting documents, copying, filing, and maintaining accurate records.
* Prepare quotations for vehicle, house, travel, and contractors all-risk insurance.
*Correspond with Sun Insurance head office via email to process policies and email finalized policies to clients.
* Provide excellent client service and support to ensure smooth insurance transactions.

Diligently and faithfully peformed the assigned duties as follows:
* Under the direction of Managers and Senior HR officers, implement Human
Resource Management policy and procedures as documented in the HRM Policy and Procedures Manual.
* Maintain appropriate records of work completed and ensure employee records are accurate and complete;
* Prepare reports and maintain tracking systems to ensure appropriate completion and follow-up on work
* Provide a responsive client service which proactive and designed to meet needs of workforce;
* Advise supervisors and managers in HR Department of issues arising and implement changes in practice as directed by management.

In this role, I was responsible for the following:
* Led and supervised a team of Customer Compliance Representatives (CCRs) to achieve established performance standards and service targets.
* Monitored and evaluated daily operations and individual performance to ensure productivity and compliance with service requirements.
* Delivered ongoing coaching, feedback, and training to enhance team capability and improve service quality.
*Provided technical expertise and managed escalations, ensuring timely and effective resolution of complex issues.
* Compiled and analyzed performance reports and statistics to identify trends and performance improvement opportunities.
* Implemented corrective actions to address performance gaps in alignment with the organizational performance management framework.

In this role, I was responsible for ensuring the organisation operated in a legal and ethical manner while meeting business objectives.
* Developed and implemented compliance programs to support regulatory and organisational requirements.
* Reviewed company policies and procedures to ensure alignment with legal and regulatory standards.
* Advised management on potential compliance risks and recommended appropriate mitigation strategies.

Managed key administrative operations, such as handling phone inquiries, typing correspondence, producing copies, filing, and maintaining comprehensive records.

This position liaises directly with clients, issues notices, negotiate on outstanding payments and where necessary initiates recovery action. The debt collection officer is responsible for the administration and implementation of the debt recovery process and achieving its set targets.
* Assist in coordinating and executing the timely and accurate collection of customers’ accounts, includes calling up customers for payment.
* To ensure that customers are fully explained of all the legal and all the enforcement procedures.
* To ensure and effect accounting adjustments daily or as and when required.