Renata Rosa

• Documented claims actions by completing forms and logs, using Prime/Endata/ Opus.
• Contract Creation and management.
• Generate invoices, progress invoice, final Invoice, report fee invoice.
• Generated, posted and attached information to claim files.
• Involves overseeing the entire claim , initiating estimator allocation, reviewing and dispatching quotations, and generating contracts.
• Conducted thorough contract follow-ups, generated payment invoices, and inputted data into insurance systems.
• Prepared insurance claim forms or related documents and reviewed for completeness.
• Posted payments to accounts and maintained records.
• Communicated effectively with staff members of operations, as strata, insurance, brokers ,site manager.
• Respond to client queries via email and over the phone .

• Prepared and issued reports on contract performance and compliance.
• Generate and send invoice to the clients.
• Client management.
• Created reports, and other materials for executive staff.

• Identify and engage potential clients through various channels to expand the customer base.

Insurance Quoting:

• Set and achieve sales targets, contributing to the growth and profitability of the organization.

Relationship Building:

• Provide accurate and competitive insurance quotes tailored to clients' needs and coverage requirements.
• Deliver exceptional customer service by addressing inquiries, resolving issues, and offering solutions promptly

● Negotiated products, conducted sales, provided customer service, developed
campaigns, created new products, monitored productivity in the South region

● Proficient in managing insurance portfolios, developing and implementing new
products, process improvement, profitability monitoring, partnership development,
and utilizing relationships to gain competitive advantage.

• Negotiated settlements for clients, maintaining a high success rate in claim resolutions.
• Deliver excellent service for all customer and supplier, by providing timely and accurate responses via email
• Analysing and resolving claims in the most effective and time efficient manner.
• Provided advice to customers regarding claims, rights and insurance processes to prevent disputes.
• Responded to inquiries by answering questions, providing information and directing customers to appropriate resources.