Marosel Cartwright, Dip CII, CIFP

Marosel Cartwright, Dip CII, CIFP

Credit & Collections Officer

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  • Timeline

  • About me

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

  • Education

    • The Bahamas Institute of Financial Services

      -
      CIFP

      Trusted 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 2008
      Credit & Collections Officer

      Managed Receivables and processed end of month debit and credit write-offs. Negotiate finance terms. Processed mid-term cancellations.

    • Sunshine Insurance (Agents & Brokers) Limited

      Dec 2008 - now

      Service 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 - now
      • Account Executive

        Jan 2020 - Mar 2023
      • Personal Lines Underwriter

        Jan 2014 - Jan 2020
      • Credit & Collections Officer

        Dec 2008 - Jan 2014
    • Sunshine Insurance Race Weekend

      Jan 2010 - now
      Chair Person - Marathon Bahamas

      Manage 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 Bahamas
      Jun 2014
    • Certified International Financial Planner (CIFP)

      The Bahamas Institute of Financial Services
      Jan 2023
    • Cert CII

      Chartered Insurance Institute
      Nov 2017
    • Dip CII

      Chartered Insurance Institute
      Feb 2022