
Marosel Cartwright, Dip CII, CIFP
Credit & Collections Officer

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About me
Senior Account Executive at Sunshine Insurance (Agents & Brokers) Limited
Education

The Bahamas Institute of Financial Services
-CIFPTrusted financial professional working with individuals and families to review all aspects of their financial affairs and recommend practical, easy-to-understand solutions for every life stage.

Chartered Insurance Institute
-Dip CII.... Insurance
Experience

J.S. Johnson Insurance Agents & Brokers
Jan 2001 - Jan 2008Credit & Collections OfficerManaged Receivables and processed end of month debit and credit write-offs. Negotiate finance terms. Processed mid-term cancellations.
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Sunshine Insurance (Agents & Brokers) Limited
Dec 2008 - nowService Commercial & Personal Lines clients. Maintain positive relationships with clients, insurers (domestic and foreign) international brokers, local regulators and other industry partners. Establish new client relationships while maintaining the quality of service to existing policyholders. Assist with the implementation of systems of internal control, and assist the insurance sales team with ongoing initiatives. Service Personal Lines clients. Process Renewal Notices, Home & Motor Renewals and follow-up with clients regarding renewal due dates. Advise clients of new products available. Establish new client relationships while maintaining the quality of service to existing policyholders. Oversee the duties of the Data Processors at all branches. Process Personal Lines Renewal Notices. Prepare and manage daily transaction bordereauxs. Allocate documents for policy signing. Assist with Account Reconciliations. Implemented Credit & Collection procedures. Created and managed Receivables spreadsheet. Prepared monthly Receivable Report for credit and debit balances. Processed returned and post-dated cheques. Managed customer relationships, renegotiating payment terms for customers requiring assistance. Processed cancellations of overdue balances.
Senior Account Executive
Mar 2023 - nowAccount Executive
Jan 2020 - Mar 2023Personal Lines Underwriter
Jan 2014 - Jan 2020Credit & Collections Officer
Dec 2008 - Jan 2014

Sunshine Insurance Race Weekend
Jan 2010 - nowChair Person - Marathon BahamasManage Race Registrations. Prepare monthly reports by demographics. Assist Race Director by liaising with registrants and providing key information regarding the race.
Licenses & Certifications

Certification of Registration of Insurance Intermediary
Insurance Commission of The BahamasJun 2014
Certified International Financial Planner (CIFP)
The Bahamas Institute of Financial ServicesJan 2023
Cert CII
Chartered Insurance InstituteNov 2017
Dip CII
Chartered Insurance InstituteFeb 2022
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