Camila Pastorini
Astoria,NY
Summary
Accomplished Life Insurance Agent with a proven track record at Itaú Private Bank, enhancing client bases through expert relationship building and strategic insurance policy sales. Skilled in referral management and client relationship management, I've successfully boosted sales and retained policyholders, demonstrating a keen ability to meet and exceed targets with a results-driven approach.
Overview
8
8
years of professional experience
Work History
Life Insurance Agent
Itaú Private Bank
Brazil
06.2021 - 07.2024
- Maintained high standards of customer service by building relationships with clients.
- Provided coverage option information to assist clients in protecting assets.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales Number%.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Marketed life insurance products to increase customer bases and revenue.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
Insurance Broker
Marsh & McLennan
Brazil
11.2018 - 07.2021
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Reviewed stop-loss reporting to customer accounts and complied with policies and procedures for release of information.
- Sold Type and Type insurance policies to new and existing customers.
- Retained Number% of policyholders during annual renewal period.
Surety Agent
Aon Risk Solutions
Brazil
03.2016 - 09.2018
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Conducted research and identified market trends to develop better strategies for sales.
- Met with customers to provide information about available products and policies.
Education
Bachelor Of Business Administration - International Business
PUC
Brazil08.2013
Skills
- Referral management
- New Agent Training
- Building Relationships
- Insurance Policy Sales
- Performance Tracking
- Client Relationship Management
Languages
Portuguese
Native or Bilingual
English
Full Professional
Timeline
Life Insurance Agent
Itaú Private Bank
06.2021 - 07.2024
Insurance Broker
Marsh & McLennan
11.2018 - 07.2021
Surety Agent
Aon Risk Solutions
03.2016 - 09.2018
Bachelor Of Business Administration - International Business
PUC