Sentences with phrase «complete insurance and financial services»

He started the business because he always had an entrepreneurial spirit and wanted to be able to offer complete insurance and financial services to his clients, many of them business owners themselves.

Not exact matches

The deal, which completed last month after being announced in October, has seen AIA purchase the Dutch financial services company's life insurance and employee benefits businesses in Malaysia, as well as taking a 60 % stake in ING's takaful Islamic insurance business, for a reported value of around $ 1.7 bn (# 1bn).

The Parliamentary Joint Committee on Corporations and Financial Services has now completed its report on the life insurance industry, recommending substantial reforms to better hold the industry to account.

A strong partner for individual and group insurance, ReliaStar offers a wide array of annuities, retirement services, reinsurance, and other financial offerings, for complete asset management.

To qualify for the Michigan insurance license exam, you must complete a pre-licensing insurance course that is certified by the Michigan Department of Insurance and Financial insurance license exam, you must complete a pre-licensing insurance course that is certified by the Michigan Department of Insurance and Financial insurance course that is certified by the Michigan Department of Insurance and Financial Insurance and Financial Services.

Our 5Star Life Insurance Company review offers a complete look at their products, services, financial health and more.

With its superlative financial security and investment management services, Bharti AXA offers a range of life insurance and wealth management products to ensure complete financial protection and peace of mind for all its customers and patrons.

• Accurately processed payroll as well as monitored vacation / benefit accruals independently • Actively managed wage garnishments and processed termination checks • Accepted accountability for the overall teamwork and stood responsible for meeting the deadlines • Assisted HR department with compensation and benefits for payroll related tasks like processing benefits premiums, wage ceilings, long term disability claims, life insurance, group health insurance, fringe benefits, and overtime pay analysis • Assisted internal and external auditing procedures related to payroll by following company standards and policies • Monitored and reviewed complete payroll accounts for verification of accuracy and in case of any discrepancies made appropriate corrections and updates, at the end of every month • Communicated effectively with all staff responding to their requests and inquiries related to payroll information • Correctly made payroll related general ledger journal entries for each record • Created and dispersed payroll vouchers to the company employees every month on the pay day • Created benefit audits and reports for terminated / retired employees • Maintained perfect reconciliations of balance sheet accounts related to the payroll • Executed special research projects regarding payroll management and for detailed analysis of financial facets of payroll • Gave suggestions to the management for the policy and procedure updates and refreshers related to payroll management and its financial aspects • Organized and maintained outstanding payroll checks and lists in coordination with the HR department • Managed contacts and communicated regularly with all the internal and external stakeholders ensuring effective flow of information • Organized files, accounts, ledgers, records, employee books for payroll documents and other related purposes • Prepared SDLs — Salary Distribution Journals and other distribution journals every month for payroll accounts • Processed and prepared corporate payroll using Pay Expert Application, managing all paperwork for the wire transfers and generated return funds • Processed payroll changes for new hires and terminations ensuring accuracy and timeliness of the process • Proficiently used PRG (Millennium) payroll and TMx labor scheduling software applications for effective payroll management • Resolved all issues related to payroll tax payments and reported after every pay run making sure that all filings were accurately represented by the tax service provider • Reconciled tax payments for federal, state and local payroll as well as returns for multiple authorities on monthly basis.

• Introduce «menu selling» procedure which significantly streamlined customer handling tasks • Decrease interest paid by the customer, resulting in increased customer satisfaction, while keeping revenue at par with earlier financial years • Close a lucrative deal with a multinational company, which resulted in $ 850,000 of revenue each year for the next 7 years • Confer with clients looking for financing and insurance coverage options for their vehicles • Provide customers with information on how to handle financing and insurance coverage by giving them a list of possible options • Make financing arrangements with a view of minimizing impact on the selling gross of the company • Create and maintain relationships between financers and borrowers by placing clear instructions and timelines • Tie customers close to dealerships in a bid to ensure return business opportunities • Create and administer vehicle service contracts, offering mechanical coverage in a bid to generate F&I income • Control paperwork once deals are closed and ensure that all information from the customers» end is complete and accurate • Train and educate sales people to deliver information regarding the benefits of protective products

• Highly experienced in facilitating communication between patients, family members and medical staff to ensure positive outcomes • Demonstrated expertise in interviewing patients or caregivers to identify issues related to care and medical services • Proficient in determining the right type of health care services for each patient and referring them to appropriate healthcare resources • Qualified to communicate with referring providers» offices and clerical departments to exchange necessary information and determine schedules • Adept at verifying insurance benefits and obtaining pre-certifications along with determining co-pays and deductibles • Well - versed in gathering and posting patient demographic, billing and clinical information and accurately entering it into hospital registration systems • Able to effectively assist patients during onsite registration and arrival processes for scheduled and unscheduled visits • Proven record of efficiently completing patient access processes for both inpatient and outpatient departments • Track record of effectively communicating payment options and personally connecting patients to financial counselors • First - hand experience in prioritizing the order of care to ensure that critical patients are seen first

I was a senior vice president and the bank I worked for opened up a real estate company, along with an insurance and securities division, as part of a complete financial services program.

TIAA, which manages retirement account and mutual funds and sells insurance plans for its more than 15,000 institutional clients, also recently completed its acquisition of EverBank Financial Corp., a Florida - based financial servicesFinancial Corp., a Florida - based financial servicesfinancial services company.