CLEVINA DENISA BARROS
About Candidate
Results-driven Insurance and Mutual Fund Executive with a proven track record in strategic planning, client relations, and team leadership. Accomplished in optimizing office operations as an efficient office administrator and assistant. Adapt at multitasking and providing exceptional reception services. Seeking a role to leverage diverse expertise in enhancing organisational success.
Education
Experiences
Engaged in phone calls, effectively communicated product features and efficiently collected previous policies, and attracted customers to choose our insurance. Utilized Parivahan and Toyota Protect for premium calculations, provided quotations via WhatsApp and Email, and maintained positive customer relations. Calculated premiums based on customers' needs, renewed policies, collected payments with meticulous verification through the accounts department, and adeptly managed policy cancellation processes when required. Contacted various insurance companies for inquiries, diligently followed up until resolutions were achieved, and conducted vehicle inspections, when necessary, with thorough attention to detail. Exceeded targets by working hard with the given data, putting in effort,
Proficiently assisted customers in utilizing the NJ e-Wealth app for SIP registration, redemptions, and purchases, while attending client calls and providing solutions to queries. in Microsoft Office - PowerPoint, Excel, and Word Led the Diabetes Club, overseeing tracking, maintaining records, and disbursing compensation to trainers. Invited clients via WhatsApp, gathered feedback post-seminars, conducted mutual funds programs in schools and institutes, persuading them to initiate investments, and responsibly maintained comprehensive reports. Reached out to diverse companies' AMCs, persistently pursued resolutions until all queries were effectively addressed. Insurance Acquired new clients through telephone outreach, referrals, and organized seminars, contributing to business growth. Calculated premiums based on client needs, maintained the client database, and ensured effective resolution of customer service needs, including timely follow-ups for renewals. Effectively handled policy claims, ensuring accuracy and timely responses. Daily follow-ups with insurance companies maintained a proactive approach for client satisfaction and smooth claims handling.
Managed filing processes, organized records for efficiency, and handled calls with prompt assistance for effective inquiry resolution. Handled invoicing, reconciliations, and financial reporting for precise and organized financial management. Led inclusive "Bal Mela" programs for diverse children in schools, slums, and rural areas, promoting community engagement.
Managed inmate records using traditional registers and Excel, and developed timetables for activities such as yoga and stitching classes, along with recreation time coordination. Maintained the visitor register, ensured accurate documentation for future ref. Proficiently gathered donations and provided corresponding receipts with accuracy and efficiency. Assisted inmates to various institutions, offering support and guidance throughout the process to ensure a smooth and successful integration.
Took measurements, ensured proper stitching processes were followed, and communicated with customers upon completion. Proficiently managed filing and maintained records meticulously for systematic organization. Effectively managed email communication and order confirmations with esteemed companies such as Lupin India.