Open to opportunities

Celesty Rizk

@celestyrizk

Message

I improve client experiences across insurance, banking, and financial services.

Lebanon

Message

What I'm looking for

I'm seeking an environment that supports my intellectual, professional, and personal growth, where I can contribute my financial services, client relationship, and operational experience to help the team and organization succeed.

I'm currently supporting client onboarding, policy renewals, quotations, and client records at Atlantis Financials, ensuring investment and insurance processes align with KYC/AML regulations.

Previously at Al-Riaya Medical Insurance, I handled insurance claims, healthcare provider network operations, premium budget reconciliations, and high-volume client communications. I also mentored junior team members and used ERP and HIMS systems to support efficient operations.

My banking and accounting background includes promoting financial products at BSL Bank, maintaining regulatory compliance, resolving account discrepancies, and preparing financial reports and inventory valuations at The House of AW Mouzannar.

Experience

Work history, roles, and key accomplishments

Current

Client Experience Specialist

Current

Atlantis Financials

Jan 2026 - Present (7 months)

Assists with client onboarding, manages policy renewals, prepares quotations, and maintains CRM records. Responds to client inquiries and coordinates with partners to enhance client experience.

Client Onboarding KYC AML Compliance CRM Insurance products Client Relationship Management Data Management Document Management Reporting

Insurance Financial Advisor

Al-Riaya Medical Insurance

Oct 2022 - Oct 2025 (3 years)

Processed insurance claims, managed healthcare provider networks, and guided clients in selecting health plans. Mentored junior staff and reconciled budget reports for premiums.

Insurance Claims Processing Health Insurance ERP HIMS Budget Reconciliation Client Communication Mentor Data Entry Accounting

Banker

BSL Bank

Apr 2017 - Oct 2022 (5 years 6 months)

Promoted bank products, assisted customers with accounts and loans, and conducted financial transactions. Ensured compliance with banking regulations and mentored junior tellers.

Sales Customer Service Financial Transactions Compliance Regulatory Compliance Mentor Problem Solving Account Management

Account Officer

The House of AW Mouzannar

Jun 2014 - Jun 2015 (1 year)

Maintained financial records, recorded transactions, and tracked inventory. Prepared financial reports and provided analysis to support management decisions.

Financial Reporting Accounting Inventory Management Inventory valuation Financial Analysis