Debra Joslin
ORIHUELA COSTA
Summary
Successful and seasoned Para Planner / Insurance Advisor with expertise in providing wide range of high-quality insurance solutions. Possesses deep knowledge of insurance and mortgage industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
22
22
years of professional experience
Work History
Para Planner /Insurance Advisor
Paul Joslin Associates
01.2007 - 06.2023
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
- Calculated premiums and established payment methods.
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Maintained high standards of customer service by building relationships with clients.
Personal Assistant
The Investment Company
02.2001 - 12.2006
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Maintained appropriate filing of personal and professional documentation.
- Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
- Displayed absolute discretion at handling confidential information.
- Used discretion when handling confidential information.
- Served as point of contact between clients and managerial staff.
- Documented and distributed meeting notes to identify, analyze, and improve workflows.
- Handled incoming mail, bills and invoices and completed appropriate actions.
- Entrusted to handle confidential and sensitive situations in professional matter.
Education
No Degree - General
Pontardulais Comprehensive School
Wales07.1986
Skills
- Ethical Standards
- Customer Experience
- Quotes and Sales
- Consultative Selling Techniques
- Lender Relationships
- Email Marketing
- Business Planning
- Health Insurance Industry Knowledge
- Customer Follow-Up
- Client Needs Analysis
- Insurance Coverage Review
- Excellent Communication Talents
- Life Insurance
- Quote Information
- Customer Needs Assessments
- Information Updates
- Client Account Management
- Investment Options
- Administrative Support
- New Client Acquisition
- Financial Analysis Software
- Insurance Product Promotion
- Prospective Client Identification
- Life Insurance Sales
- Annual Reviews
- Insurance Practices
- Insurance Eligibility
- Form Completion and Submission
- Customer Service and Assistance
- Oral and Writing Communication
- Clerical Support
- Manage Renewals
- Policy Feature Explanations
- Underwriter Selection
- Mortgage Underwriting
- Credit History Analysis
- Sell Policies
Timeline
Para Planner /Insurance Advisor
Paul Joslin Associates
01.2007 - 06.2023
Personal Assistant
The Investment Company
02.2001 - 12.2006
No Degree - General
Pontardulais Comprehensive School
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