Yasmin Momani

Lead point of contact for all customer account management matters Collecting and analyzing data to learn more about the clients Keeping accurate records pertaining to inventory and account notes Ensure the timely and successful delivery of our solutions according to customer needs and objectives Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders Collaborate with sales team to identify and grow opportunities within territory Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts) Prepare reports on account status Assist with challenging client requests or issue escalations as needed

Organize business travel and accommodation bookings for partners and transportation logistics Maximize cost reduction opportunities through timely and appropriate travel choices Manage visa issuance process Coordinate and prepare monthly expense claims Schedule and coordinated virtual and in-person meetings, events, travels and appointments Organized and managed sensitive data inputs i.e. presentations, proposals, and letters. Creating appropriate Dashboards and visualization

• Responsible for process and record new insurance policies. • Calculate premiums, refunds, commissions, adjustments, and new reserve requirements, using insurance rate standards. • Compare information from application to criteria for policy reinstatement • Examine letters from policyholders or agents, original insurance applications, and other company documents to determine if changes are needed and effects of changes. • Interview clients and take their calls in order to provide customer service. • Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. • Review and verify data, such as age, name, address, and principal sum and value of property on insurance applications and policies.