Salesforce CRM


Insurance professional with proven expertise in sales, consulting, policy analysis, and client relationship management. Skilled in risk assessment, market research, and strategic planning to drive impactful results. Strong focus on team collaboration and adaptability, with reputation for reliability and achieving goals. Adept at navigating changing needs and delivering exceptional service in fast-paced environments.
Telephony systems 85%
Policy analysis 100%
Portfolio management 100%
Claims handling 100%
Underwriting principles 100%
Customer follow-up 100%
Call center customer service 100%
Teamwork and collaboration 100%
Sales closing techniques 90%Wave software 80%Call handling techniques 90%Warm and cold calling 95%Web chat tools 85%Ethical sales practices 90%Cultural awareness 85%Sales forecasting 90%Cross-Selling strategies 95%Salesforce CRM 90%Computer literacy 99%Stress tolerance 85%Customer Service 95%Customer empathy 90%Sales presentations 90%Complaints resolution 90%Active listening 90%Salesforce CRM
Telephony Systems
Computer Literacy
RE5 Certificate - in progress
RE5 Certificate - in progress