Establish a collaborative relationship with prospective clients from various sources such as networking, cold calling, and referrals; - Track insurance claims to ensure client and company satisfaction; - Describe the advantages and disadvantages of different policies to promote the sale of insurance plans; - Create and implement marketing strategies to compete with other individuals or insurance companies; - Respond to clients insurance-related questions and issues
Past work experience has allowed me to gain practical knowledge in control and recording of product sales on monthly and year-end basis using accounting records. I was employed in preparation of management reports in relation to sales, shipping and receipt of goods, quarterly inventory counts, maintenance of records on consignment items. I have accumulated extensive experience in utilization of Microsoft Office suite in day-to-day tasks, also significant practical application of accounting standards and procedures and company specific software. I have been organizing monthly meetings for client companies as well as taking minutes of such meetings with reporting to department head. I am organized, energetic and outgoing. I take time to prioritize the duty at hand and complete it within the given time line. I enjoy working with people and helping others reach their goals. Thank you in advance for considering my application. Should you require my input, please do not hesitate to contact me at your earliest convenience. - Analysis and system processing of large volumes of sales data; - Providing sales and marketing department, as well as managers with necessary analytical information; - Customer base modeling and customization of product applications; - Preparation and submission of appropriate analysis reports; - Preparation of sales reports of the company; - Preparation of warehouse reports; - Compilation of return reports; - Preparation of monthly KPI reports. - Management of CRM processes; - Keeping customer information up-to-date in the database; - Organization and control of timely, complete and quality entry of information about new customers in the database; - To monitor the correct operation of the customer database, to inform the relevant departments when a problem arises; - Coordinating work on finalizing the functionality of the CRM system; - Regular work with statistical data of the database, their analysis; - Informing customers about marketing campaigns; - Preparation, coordination and supervision of promotional events, events with partners or customer days; - Preparation and control of budgets for various activities;