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Customer Service & Sales Professional with 5+ years of experience in finance and insurance
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Competencies
Provided customer assistance, answered inquiries, and supported sales processes.
Managed sales-related tasks including product advising and meeting sales targets.
Advised clients on financial products and insurance policies.
Assisted with administrative tasks to support team operations.
Utilized Excel, Word, and Office tools to support daily operational needs.
Education
Languages
Summary
Experienced professional with a background in customer service, sales, and financial advising across insurance and banking industries.
Key Achievements
- Supported sales teams by managing customer inquiries and administrative tasks.
- Processed insurance policies, contributing to customer satisfaction and operational workflow.
- Handled sales and customer support for financial products, consistently meeting client needs.
Experience
CUSTOMER SERVICE AGENT
Provided support to the sales team, assisting in customer service, product inquiries, and administrative tasks., Helped process insurance policies and ensured customer satisfaction.
FINANCIAL ADVISOR
Provided customer support and handled sales processes over the phone., Advised clients on products and services, meeting and exceeding sales targets.
SALES ASSISTANT
Provide customer support and handled processes over the phone., Advise clients on products and services.