Amr Magdi Hanafi

• Oversee day-to-day operations of the branch.
• Ensure the office runs efficiently, professionally, and in compliance with internal policies and external regulations.
• Monitor and control branch expenses and resource allocation
• Drive the branch to meet or exceed sales targets for insurance products
• Identify growth opportunities and develop strategies to expand the client base.
• Support cross-selling and upselling activities.
• Lead, train, and motivate branch staff including sales agents, customer service reps, and underwriters.
• Set performance goals, conduct evaluations, and manage staff development.
• Ensure high levels of staff productivity and morale.
• Ensure high-quality service delivery to clients and brokers.
• Handle key client abd brokers relationships and resolve escalated issues or complaints.
• Conduct audits and implement corrective actions where necessary.
• Report branch performance to head office.
• Collaborate with other departments (e.g. underwriting, claims, finance) to meet customer and brokers needs.

• Oversee day-to-day operations of the branch.
• Ensure the office runs efficiently, professionally, and in compliance with internal policies and external regulations.
• Monitor and control branch expenses and resource allocation
• Drive the branch to meet or exceed sales targets for insurance products
• Identify growth opportunities and develop strategies to expand the client base.
• Support cross-selling and upselling activities.
• Lead, train, and motivate branch staff including sales agents, customer service reps, and underwriters.
• Set performance goals, conduct evaluations, and manage staff development.
• Ensure high levels of staff productivity and morale.
• Ensure high-quality service delivery to clients and brokers.
• Handle key client abd brokers relationships and resolve escalated issues or complaints.
• Conduct audits and implement corrective actions where necessary.
• Report branch performance to head office.
• Collaborate with other departments (e.g. underwriting, claims, finance) to meet customer and brokers needs.

• Managed daily operations to ensure smooth functioning of the branch and timely completion of tasks.
• Conducted regular audits of branch operations to identify areas for improvement and implement corrective actions.
• Enhanced branch efficiency by streamlining internal processes and implementing staff training programs.
• Acted as interim Branch Manager during vacations or absences from work; providing seamless leadership continuity without sacrificing operational efficiency.

• Review and validate policy wordings, terms, conditions, and exclusions.
• Ensure insurance products offered align with client needs and industry standards
• Ensure the brokerage complies with local and international insurance laws and regulations.
• Prepare and submit reports to regulatory authorities when required.
• Negotiate terms and premiums with insurance providers.
• Ensure competitive and appropriate coverage is sourced for clients
• Train staff on product knowledge, regulatory updates, and technical best practices.
• Act as a resource for difficult queries or escalations.
• Provide technical assistance in large or complex claims.
• Review claim documentation and help resolve disputes with insurers.

- Perform initial screening of submitted requests for offers, policies, technical endorsements, and assess the related risks.

- Make recommendations to Underwriter team on acceptance of the risk.

- Negotiating terms with policyholders

- Process, issue, renew, and cancel policies and endorsements using various wordings such as Fire, Fire & Allied Perils, All Risks (ABI and LM7)

- Support sales agents technically to provide better information and service to clients.

- Log the required data in the appropriate information system.

- Ensure that premiums are competitive.

- Handle all correspondences with: Clients, Banking sector, Authorities, Local & international brokerage co.

- Ensure the delivery of the issued policies to agents / brokers / clients.

- Support the team with data for monthly reports

- Preparing renewal and new issuance policies ( Motor-Property- Miscellaneous)

- Tracing the loss ratio of clients and study the reflect rates and deductibles.

- Appointment of Surveyors for new issuance

- Prepare Monthly and quarter reports for Alex Branch accurately and compared them with last year before

- Perform initial screening of submitted requests for offers, policies, technical endorsements, and assess the related risks.

- Make recommendations to Underwriter team on acceptance of the risk.

- Negotiating terms with policyholders

- Process, issue, renew, and cancel policies and endorsements using various wordings such as Fire, Fire & Allied Perils, All Risks (ABI and LM7)

- Support sales agents technically to provide better information and service to clients.

- Log the required data in the appropriate information system.

- Ensure that premiums are competitive.

- Handle all correspondences with: Clients, Banking sector, Authorities, Local & international brokerage co.

- Ensure the delivery of the issued policies to agents / brokers / clients.

- Support the team with data for monthly reports

- Preparing renewal and new issuance policies ( Motor-Property- Miscellaneous)

- Tracing the loss ratio of clients and study the reflect rates and deductibles.

- Appointment of Surveyors for new issuance

- Prepare Monthly and quarter reports for Alex Branch accurately and compared them with last year before

- Support sales agents technically to provide better information and service to clients.

- Log the required data in the appropriate information system.

- Ensure that premiums are competitive.

- Handle all correspondences with: Clients, Banking sector, Authorities, Local & international brokerage co.

- Ensure the delivery of the issued policies to agents / brokers / clients.

- Support the team with data for monthly reports

- Preparing renewal and new issuance motor policies

- Tracing the loss ratio of clients and study the reflect rates and deductibles.

- Appointment of Surveyors for new issuance

- Prepare Monthly and quarter reports for motor section and compared them with last year before

- General prepare to Motor and Non Motor claims

- Prepare NCB for meager accounts

- Property risk assessment and loss prevention survey

- Follow-up loading and unloading (vehicles – Various goods) inside the ports.