Ana Isabel Mota
Customer Service & Sales Professional with 5+ years of experience in finance and insurance
- Supported sales teams by managing customer inquiries and administrative tasks.
- Processed insurance policies, contributing to customer satisfaction and operational workflow.
- Handled sales and customer support for financial products, consistently meeting client needs.
Customer Support
Intermedio
Provided customer assistance, answered inquiries, and supported sales processes.
Sales Processes
Intermedio
Managed sales-related tasks including product advising and meeting sales targets.
Financial Advice
Intermedio
Advised clients on financial products and insurance policies.
Administrative Support
Intermedio
Assisted with administrative tasks to support team operations.
Microsoft Office Suite
Avanzado
Utilized Excel, Word, and Office tools to support daily operational needs.
Languages
English
CUSTOMER SERVICE AGENT
Continuum Global Solutions
Provided support to the sales team, assisting in customer service, product inquiries, and administrative tasks., Helped process insurance policies and ensured customer satisfaction.
FINANCIAL ADVISOR
Scotiabank
Provided customer support and handled sales processes over the phone., Advised clients on products and services, meeting and exceeding sales targets.
SALES ASSISTANT
Seguros Reservas
Provide customer support and handled processes over the phone., Advise clients on products and services.
UASD
INDUSTRIAL ENGINEERING
UNICARIBE
CYBER SECURITY
INFOTEP
AUXILIARY ACCOUNTING
INFOTEP
TELEPHONE REPRESENTATIVE
INFOTEP
COURTESY AND CUSTOMER SERVICE
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