This is my profileContact via CazVidAbigail
Insurance Advisor with 5+ years of client and risk management
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Competencies
Provided personalized insurance consultations and managed client relationships.
Reviewed and analyzed medical claims, managed policy documentation, and precertifications.
Prepared reports and reports for insurance companies, and maintained accurate client records.
Promoted and sold insurance products via telephone and in presentations.
Proficient in Word, Excel, PowerPoint, Outlook, and Internet for documentation and communication.
Education
Languages
Summary
Experienced insurance advisor skilled in client support, claims processing, and sales promotion with a strong background in risk management and customer retention.
Key Achievements
- Provided personalized client support and insurance advice at CONSEGUROS, handling medical claims and policy management.
- Managed client portfolios and prospects, leading to improved client retention at Pacific Capital.
- Created promotional presentations and conducted telephonic sales of insurance products.
Experience
Asistencia y asesoría de manera personalizada y profesional a los clientes en todo momento (accidente o posible riesgo), Asesorar a las personas que deseen asegurarse, respecto a las coberturas y condiciones de la póliza., Revisión y análisis de reclamos médicos, Precertificaciones, Colación de pólizas, Reportes e informes a las compañías de seguros, Control de archivos, Seguimiento de Prospectos, Gestión de cartera de clientes, Presentaciones en PowerPoint para promoción y publicidad de la compañía., Promocionar de manera telefónica los distintos productos y servicios a clientes nuevos y existentes., Publicidad y propaganda de la compañía
Seguimiento de cartera de clientes, Asesoría personaliza, Retención de clientes, Reporte e informes, Seguimiento de prospectos