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
26
26
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.
Office Manager
Eggar Forrester Financial Services
London
05.1997 - 01.2001
- Managed office inventory and placed new supply orders.
- Interpreted and communicated work procedures and company policies to staff.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Ensured compliance with applicable laws regarding employment practices.
- Coded and entered daily invoices with in-house accounting software.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Maintained filing system for records, correspondence and other documents.
- Automated office operations for managing client correspondence, payment schedules and data communications.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Developed and implemented office policies and procedures.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Ordered supplies and equipment to maintain adequate inventory levels.
- Reviewed completed work to verify consistency, quality and conformance.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Reviewed files and records to obtain information and respond to requests.
- Completed day-to-day duties accurately and efficiently.
- liaised with sister company to ensure all mortgage referrals were distributed to our mortgage advisers and maintained regular updates on progress of same.
Education
No Degree - General
Pontardulais Comprehensive School
Wales07.1986
Skills
- Customer Experience
- Quotes and Sales
- Lender Relationships
- Email Marketing
- 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
- Administrative Support
- Financial Analysis Software
- Insurance Product Promotion
- Prospective Client Identification
- Life Insurance Sales
- Annual Reviews
- Insurance Eligibility
- Form Completion and Submission
- Customer Service and Assistance
- Oral and Writing Communication
- Clerical Support
- Manage Renewals
- Policy Feature Explanations
- Mortgage Underwriting
- Credit History Analysis
Timeline
Para Planner /Insurance Advisor
Paul Joslin Associates
01.2007 - 06.2023
Personal Assistant
The Investment Company
02.2001 - 12.2006
Office Manager
Eggar Forrester Financial Services
05.1997 - 01.2001
No Degree - General
Pontardulais Comprehensive School
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