Ginnette Báez Díaz
Toa Alta
Summary
Desire to obtain a challenging position in an environment where I can expand and provide support with the knowledge I have acquired during my years of experience. Also to contribute to the corporation’s overall performance based on my organizational abilities. Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
27
27
years of professional experience
Work History
Insurance Agent
Triple S Vida, Inc.
01.2017 - 01.2023
- Sales of individual insurance of life and disability through referrals, marketing calls, and canvas
- Responsible of collect insurance premiums of the assigned route and of the sold insurance
- Daily register sales and premiums collected.
Insurance Sales Representative Agent
COSVI
01.2014 - 01.2016
- Develop a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile list of prospects
- Determine clients’ particular needs and financial situation by scheduling fact-finding appointments
- Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
Insurance Account Executive Officer
Aflac
01.2010 - 01.2011
- Creating new sales from the public or businesses through networking, referrals, or marketing calls; organizing meetings with potential and current clients to customize an Aflac benefit plan that suits their organization’s needs; and to enroll clients into service accounts.
Insurance Commercial Representative Officer
Mapfre
01.2005 - 01.2006
- Assist Medicare beneficiary about the complete health plans, answer any questions regarding the benefits and reimbursement
- Organize appointments and conference about the different types of plans.
Sales Representative Officer
Banco Popular PR
01.1996 - 01.2005
- Sales and assist customers with information about all kinds of credit lines, commercial accounts, IRA accounts, deposit accounts, auto loans, credit cards and loans decisions
- Former Customer Service Officer.
Education
Master of Business Administration / Global Management -
University of Phoenix
Guaynabo, PR01.2015
Bachelor of Science in Business / Management -
University of Phoenix
Guaynabo, PR01.2007
Skills
- Disability, Health Services and Life insurance license from the Office of the Commissioner of Insurance of Puerto Rico Basic knowledge of Windows, Word, Excel, and PowerPoint Articulate in Spanish and English languages
- Decision Making
- Client Needs Analysis
- Customer Service
- Professionalism and Ethics
- Multitasking Abilities
- Client Retention
- Account Management
Other Courses
- Total Quality Management Seminars
- Lectura e Interpretación de Crédito
- Productos y Servicios Bancarios del negocio a Individuos
- Productos y Servicios de Credito
- Productos y Servicios Comerciales
- Productos y Servicios de IRA (Planes de Retiro)
- Estrategias de Servicio Enfocadas en el Cliente
- Mercadeo Estrategico para la Industria
- Cortesía Telefónica
- Como trabajar con clientes difíciles
Timeline
Insurance Agent
Triple S Vida, Inc.
01.2017 - 01.2023
Insurance Sales Representative Agent
COSVI
01.2014 - 01.2016
Insurance Account Executive Officer
Aflac
01.2010 - 01.2011
Insurance Commercial Representative Officer
Mapfre
01.2005 - 01.2006
Sales Representative Officer
Banco Popular PR
01.1996 - 01.2005
Master of Business Administration / Global Management -
University of Phoenix
Bachelor of Science in Business / Management -
University of Phoenix
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