HEIDI PLASENCIA

Played an instrumental role in the profitable growth of the agency through sale and service of generals and human risks insurance products.

Fostered a collaborative team environment working closely communication with operations department, reducing the attention time.

Maintained strong relationships with customers building loyalty with our company.

Provide continuous support to our customers for a better understanding during the policy covered time and orientation in the customers' sinister.

Collaborated with cross-functional teams to resolve coverage attention disputes due to non-compliance payment.

Managed a diverse portfolio of clients from North Zone of Peru, effectively prioritizing efforts based on risk assessment (financing) and potential for incomes recovery.

Established solid working relationships with external partners such as insurance brokers, brokers assistant and owner bussiness for complex cases.

Enhanced collection area efficiency by streamlining processes and automating routine tasks.

Train and support in the customer service and cash areas.

In charge of vault opening and closure.

Support to the claim’s attention area.

In charge of the claims department.

Provided products information and orientation to customers upon inquiry and answered questions via phone, email, or online chat.

Enhanced customer satisfaction by promptly addressing inquiries and resolving issues regarding to the insurance.

Escalated critical customer issues to supervisor to avoid lost revenue and canceled policies due to payment non-compliance.

Boosted customer retention rates by providing exceptional service and building rapport with clients.

Registration and control of invoices for the payment of suppliers.

Monitoring of equipment and supplies inventory at branch Trujillo.

Maintained confidentiality of sensitive information by adhering to strict internal policies and implementing norms trough the implementation of the Organization and Functions Manual.

Handled the coordination and execution of inventories and accounts payable, reviewing of invoice documents.

Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.

Delivered excellent customer service addressing concerns effectively, and building strong relationships.

Ensured accurate record-keeping with diligent data entry and database management for vital company information.

Weekly sales report to Management.

Delegate functions to employees.

Handle of performing deposits/withdrawn functions, assets reception, payments and check issuing. Daily monitoring and closing of the cash.

Assisted in fraud prevention efforts by closely monitoring customer transactions and reporting suspicious activity as required.

Assisted customers in navigating online banking platforms, improving their overall digital banking experience.

Participated in regular training sessions to stay up-to-date on policies and processes changes, and product offerings.

Handled customer inquiries and suggestions courteously and professionally.