Committed and professional Service Advisor with proven ability to effectively manage customer inquiries, provide accurate advice and ensure customer satisfaction. Excellent communication and problem-solving skills for providing customers with best possible service.
Overview
9
9
years of professional experience
Work History
G&C Service Executive
Aon Australia
10.2021 - Current
Management of a diverse portfolio of clients
Contribute to the growth of the Global & Corporate portfolio
Proactive management of administrative responsibilities of the portfolio through accurate, efficient and timely responses to day to day queries and policy documentation
Management of key stakeholder relationships and enhancing the client experience
Working closely with colleagues and senior management to develop client-servicing solutions
Being part of prospecting and winning accounts and managing own portfolio of clients
Identify revenue enhancement opportunities within a designated portfolio
Keep clients informed of emerging trends, market updates, and new products managing your own portfolio of clients
Identify revenue enhancement opportunities within a designated portfolio
Keep clients informed of emerging trends, market updates, and new products.
Client Executive
Aon Colombia
01.2017 - 03.2019
Managed a diverse portfolio of clients, ensuring timely delivery of products and services while maintaining high levels of satisfaction.
Enhanced client relationships by identifying their needs and providing tailored solutions.
Achieved significant cost savings through diligent contract negotiations with vendors while maintaining quality standards.
Make a financial and technical analysis of each subcontractor of the customer who plans to be included in the risk mitigation program
Developed comprehensive account plans to optimize resources and drive successful outcomes for both clients and the organization.
Coordinate with different insurance companies, the policy binding for each policy of risk mitigation program
Monitor and assist clients in the claims notification and resolution process
Generate renewal reports, claims experience, statements of accounts
Provide clients with funding and finance options when required
Carry out the control and monitoring of the credit lines portfolio
Led cross-functional teams to develop innovative strategies, driving business growth and profitability.
Account Executive
Marsh & McLennan Companies
01.2015 - 01.2017
Provide general insurance advice to several clients of the retail and commodities industries
Support national team with administration duties
Prepare strategy and renewal meeting.
Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Qualified leads, built relationships and executed sales strategies to drive new business.
Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Education
Tier 1 Insurance Broking
LMI College
Sydney, NSW
08.2023
Bachelor of Industrial Engineering
University of San Agustin
Colombia
01.2018
Comprehensive Risk Management in Insurance
SENA
Colombia
01.2011
Skills
Tier 1 Diploma qualification
Solid general insurance experience
Drive to deliver exceptional client service with a collaborative approach to working as part of a team
Experience supporting senior team members with large corporates and able to take responsibility for managing own portfolio of clients
Strategic thinker with outstanding communication and presentation skills