NAICHE DURRANT
St. Georges
Summary
Motivated and competent individual seeking opportunity to contribute best effort and talent in company that values development and growth. Experienced in working efficiently in high-volume environments with strong focus on accuracy. Known for integral work ethic and ability to address customer and colleague concerns with diplomacy. Eager to learn and adhere to standard operating procedures while making positive impact.
Overview
10
10
years of professional experience
Work History
PART-TIME SALES AGENT
NAICHE DURRANT
04.2022 - Current
- Build and maintain a client base
- Provide knowledgeable financial guidance to clients to ensure that their income is protected
- Ensuring that people have the knowledge needed for peace of mind in the future
- Maintain contact with client on an ongoing basis to determine whether their financial needs have changed
- Educated in products and services for retirement
- Ensuring onboarding applications are complete and accurate
- Submitting client information in a timely manner ensuring they receive coverage
TECHNICAL ADMINISTRATOR (LIFE ASSURANCE)
NAICHE S. B. DURRANT
03.2022 - Current
- Create/Provide weekly sales reports (Policies issued and written)
- Perform monthly reconciliations for our Reinsurers
- Run monthly compliance reports
- Run monthly Commission Statements for Employees and Brokers
- Authorize Payments for International Brokers
- Process stamp duty for Cayman office/Bermuda Office
- (Accounts Assistants 2nd)
- - Posting Entries into Ledger
- - Review Invoices and approve prior to payment out
- - Deliver Deposits for delivery to banks
- - Process incoming payment request via online banking
- - Process Reversal and Direct Debit Rejects
- Process New Business Life/Investment Applications
- Reviewing New Business applications for incoming business
- Communicate with underwriters for outstanding requirements/approvals
- Maintaining incoming Customer Emails and assigning to respective Customer Service Administrator for action
- Monitor project progress and address potential issues
- Manage and develop documentation and process requirements
- Gain the knowledge needed to maintain up to date guidelines and workflows to assist staff
- Project action tracking
- Seek to continuously improve processes, systems, and overall client satisfaction
- Act as the point of contact for all participants
- Assist in Customer Service when coverage is required or busy times
CUSTOMER SERVICE ADMINISTRATOR (LIFE ASSURANCE)
CG Insurance
10.2020 - 03.2022
- Maintain and handle Life insurance, Investment Policies and Annuities
- Processes Partial Surrenders/Maturities/Full surrenders
- Maintains records, documentation, and files with confidentiality
- Overseas incoming telephone services/email correspondence and mail from all jurisdictions
- Answering queries and collecting premium payments
- Provide high-quality customer service while efficiently moving files to complete status
- Performs a variety of duties, such as generating and distributing notices, letters and forms
- Policy adjustments (Premium Change, Beneficiary Changes, Policy Reviews)
- Ensuring work is in line with compliance requirements and CG policies
- Communicate with compliance, ensuring all Kyc/Fatca and Crs data is correct
- Develop and review policies to ensure compliance with AML laws and regulations
- Assist in the gathering of information in response to regulatory request
- Spotting new business opportunities for Sales Agents
- (Accounts Assistants 2nd) input incoming transfers from bank statements/Reversals from rejected payments
- Balance bank statements and cash sheets at the end of day
- Head of various projects to ensure smooth operation
- Performs other related duties as assigned
CUSTOMER SERVICE ASSOCIATE/TELLER
HSBC BANK
01.2017 - 07.2020
- Manages customer cash transactions following bank's security requirements and operating procedures
- Addresses and resolves customer questions and concerns
- Monitor customers accounts in order to investigate potential money laundering
- Report accounts to competent authorities within the business for Fatca/Crs reporting
- Selected for additional accountability in training new employees in banking procedures and daily activities
- Cross sells HSBCs products such as financial reviews, credit cards and loans
- Employs customer relationship management system to identify needs based opportunities
- Handled all customer relations issues in a gracious manner and in accordance with company policies
- Make outgoing calls to book appointments or follow up with customers on services we have to offer
- Remain professional and keep customer information confidential
CUSTOMER SERVICE ASSOCIATE
BUTTERFIELD BANK
05.2015 - 01.2017
- Provides account services to customers by receiving deposits; cashing checks; issuing withdrawals; selling cashier's checks; answering questions in person or on telephone; referring to other bank services
- Reconciles cash drawer by proving cash transactions; counting and packaging currency and coins; turning in excess cash and mutilated currency to head teller; maintaining supply of cash and currency
- Maintains customer confidence and protects bank operations by keeping information confidential
- Prepares end of day reports in Microsoft Excel and word for cash and cheque transactions
- Rapidly and efficiently prepared customer and ATM cash and change orders
Education
ASSOCIATES OF ARTS DEGREE - BUSINESS ADMINISTRATION
BERMUDA COLLEGE
BSC -
Cedarbridge Academy
08.2011
Skills
- Strong organizational skills
- Time management skills
- Self-starter
- Team player
- Ability to learn new skills quickly
- Proficient in Microsoft Office
- Proficient in MS Excel
- Proficient in Windows operating systems
- Knowledgeable in banking customer relationship management systems
- Strong written communication skills
- Strong verbal communication skills
- Sales training
- Customer assistance
- Client relations
Qualificationsskills
Competent, diversified, and motivated individual looking to contribute best effort and talent in a company that will lead to development and growth while learning the standard operation procedures. Accustomed to working in high volume environment with emphasis on accuracy. Demonstrates an integral work ethic and a diplomatic manner in addressing customer/colleague concerns., Strong organizational and time management skills aiding in prompt completion of assigned tasks in set timelines., Self-starter with a team player attitude and ability to learn new skills quickly and efficiently., Proficient in Microsoft Office, MS Excel and Windows operating systems., Knowledgeable in banking customer relationship management systems., Strong written and verbal communication skills.
Timeline
PART-TIME SALES AGENT
NAICHE DURRANT
04.2022 - Current
TECHNICAL ADMINISTRATOR (LIFE ASSURANCE)
NAICHE S. B. DURRANT
03.2022 - Current
CUSTOMER SERVICE ADMINISTRATOR (LIFE ASSURANCE)
CG Insurance
10.2020 - 03.2022
CUSTOMER SERVICE ASSOCIATE/TELLER
HSBC BANK
01.2017 - 07.2020
CUSTOMER SERVICE ASSOCIATE
BUTTERFIELD BANK
05.2015 - 01.2017
BSC -
Cedarbridge Academy
ASSOCIATES OF ARTS DEGREE - BUSINESS ADMINISTRATION
BERMUDA COLLEGE
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