
Abdulkareem Alsanie
Internship

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About me
Broker Management at Tawuniya | Cert. CII | + 8 years experience working for financial institutions
Education

King Abdulaziz University
2008 - 2013Bachelor of science in Economics (Money and Financial Institutions) Economics ( Money & Financial Institutions )
Chartered Insurance Institution
2018 - 2018Cert. CII Insurance
California State University-San Bernardino
2014 - 2015ELP
Experience

Chubb
Sept 2013 - Dec 2013Internship
Al Rajhi Takaful
Jun 2017 - Mar 2020•Monitoring customer accounts•Keeping track of sales targets•Answering phone calls•Knowledge of and ability to collaborate when necessary with other departments;•Demonstrate enthusiasm about the sales support role and remain up-to-date with changes;•Experience with CRM applications and knowing the purpose of CRM in sales;•Strong analytical and problem-solving skills;•Ability to meet deadlines without compromising consistency in the process;•Experience dealing and handling sensitive information;•Priorities to guarantee that all issues are allocated the required time to be handled in a professional manner•To arrange with legal department in order to set the contract with brokers•To monitor the quotations received from brokers till finalize it as a policy•Solving internal obstacles which affecting the business to guarantee a professional relation with brokers•Monitoring the financial collections through brokers•Co-operated with concerned departments to issue one of the largest Medical Policy in company’s history•Guided ART new joiners to use the system (CRM)•Managed Broker channel for ART Western Region before joint of Broker Relation Managers•Assigned by the Chief Distribution Officer to act as a marine underwriter for west region from June 2017 to Mar 2018 Show less
Broker Relationship Officer
Mar 2017 - Mar 2020Acting Marine Underwriter
Jun 2017 - May 2018

Tawuniya
Apr 2020 - now•Managing renewal book for all line of business for Broker SME Channel in WRO•Quoting and revising quotations upon client request for Motor and Medical line of business•Coordinate with UW team to provide general quote/policy with requested terms •Intensively following up with all issued renewal notes•Issuing the RV for all payments revised by Broker SME Channel in WRO•Coordinate with finance department to process refund, ex-garcia, SOA and payment insertion.•Negotiating with underwriters to provide a suitable offer for all parties•Coordinate with our doctors to get clarifications about rejected approval/claims in order to feed client back•Provide brokers with all kind of required reports/documents•Coordinate with Policy Administration Team if a clarification is needed to process any endorsement Show less
Broker Relationship Specialist
Jan 2022 - nowQuality Control Specialist
Apr 2021 - Dec 2021Broker Sales Specialist
Apr 2020 - Apr 2021
Licenses & Certifications
- View certificate

Insurance Foundation Certificate
Saudi Arabia Monetary AuthorityMay 2017 
Cert. CII
Chartered Insurance InstituteAug 2019
Customer Relationship Management
ACTrainOct 2020
Anti-Money Laundering Certificate
Al Rajhi TakafulFeb 2020
Languages
- enEnglish
- arArabic
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