Insurance professional with over 20 years of experience across the entire sales cycle, from lead generation to policy issuance and management. Extensive expertise in personal lines insurance and a strong background in commercial life, health, and dental insurance. Successfully managed a portfolio of approximately 100 insurance brokers, providing both technical and commercial support through regular client visits and business development initiatives. Held responsibility for key international broker accounts operating in Brazil, including AON, Marsh McLennan, and Willis Towers Watson. Played a leading role in acquiring major corporate accounts such as Volkswagen, Ford, Renault, Bayer Schering Pharma, and Continental Tires. Proven track record of improving client retention and enhancing operational efficiency in previous roles.
Develop sales leads, establishing partnerships with Dealerships throughout Toronto and region;
Elaboration of quotation for car, home, tenants, commercial and life insurance, including telephone and face-to-face answering questions about availability, eligibility, coverage, policy changes, transfers, submission of complaints and clarification on collection;
Schedule appointments, identify customer needs and market appropriate products and services;
Achieved high sales percentage with consultative, value-focused customer service approach;
Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges in order to provide speedy and accurate service to each customer. Managed scheduling for staff, monitoring resource allocation to provide optimal coverage and service.
Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
Handled management of communication to executives by taking and making telephone calls, reviewing and prioritizing mail and composing and typing correspondence.
As a Commercial Manager, I was responsible for managing a portfolio of approximately 100 insurance brokers, reporting directly to the Commercial Vice Presidency. My role included providing technical support on insurance products, conducting market and segment analyses, evaluating per capita benefit costs, and negotiating pricing and discounts in collaboration with senior leadership. I conducted prospecting meetings across Brazil to support brokers in expanding their client base and closing deals.
In addition, I oversaw and monitored multiple sales channels, coordinated the internal commercial team, and led training programs for external sales teams.
I was also responsible for developing sales materials and contributing to strategic business planning, ensuring alignment with corporate goals and market demands.
General Insurance License
CIP Designation and LLQP License- In progress
Insurance Institute of Canada - Underwriting C1