Professional Summary
Overview
Work History
Education
Skills
Accomplishments
Software
Key Achievements
Timeline

Daniela Kimel

Trawick International
Doral,FL
14
years of professional experience

Senior Account Manager with 14+ years of experience driving business growth, managing strategic client relationships, and supporting insurance brokers across Latin America and the Caribbean. Proven success in increasing customer retention, resolving complex client issues, and collaborating with cross-functional teams to exceed sales goals. Multilingual professional fluent in English, Portuguese, and Spanish with extensive experience in international account management and client success.

Work History

Senior Account Manager

4 Years 8 Months
Trawick International | 11.2021 - Current
  • Develop relationships with all levels of clients and achieve positive reviews about service.
  • Work with insurance consultants throughout LATAM and internal operations teams to understand and fulfill clients' needs.
  • Act as issue escalation point and proactively recommend solutions to challenging client solutions.
  • Delivered exemplary customer service and support by remaining poised in most stressful situations.
  • Coordinate agent's seminars and visits, provide in person training and webinars on products, resources, and company information.
  • Support brokers' sales effort in closing new business and achieve growth and sales targets.
  • Manage sales leads of prospective agents and clients.

Supervisor - Customer Service

7 Years 8 Months
Global Benefits Group | 03.2014 - 11.2021
  • Lead daily activities of the team to ensure that all work is completed according to scheduled deadlines with attention to quality standards, priorities, and overall goals.
  • Provide daily direction and communication to team members so that customer service calls are answered in a timely, efficient, and knowledgeable manner.
  • Train and mentor team members and identify development needs across the team.
  • Evaluate associates on performance and complete annual performance.
  • Creates and maintains a high-quality work environment so team members are motivated to perform at their highest level.
  • Manage escalated issues and provide direction.
  • Managed approximately 30 incoming calls, emails and faxes per day from customers.

Account Manager

2 Years
SUPRAINVEST | 03.2012 - 03.2014
  • Expand existing relationships/partnerships through the selling of products and services.
  • Supports agents in closing new business and renewals through weekly review of status reports.
  • Works closely with Sales and Operations providing systematic follow-up and feedback to improve service and processes.
  • Provides information and knowledge to the agents about products and services.
  • Increased revenue by obtaining and securing new accounts, while providing value-added services to existing clients.

Education

Bachelor of Science - Economics

Pontificia Universidade Catolica | Sao Paulo, Brazil | 12.1996

Skills

Gained insight into market trends and supported business goals through relationship building.
Aided in fostering business expansion via relationship management.
Addressed challenging problems through analytical thinking.
Established robust connections with clients and key stakeholders.
Promoted effective dialogue among teams and clients.
Delivered high-quality customer service to boost client satisfaction.
Managed customer inquiries and resolved issues promptly.
Guided team members toward achieving objectives through leadership.
Demonstrated initiative in completing assignments and projects.
Presented compelling sales pitches to attract potential clients.
Employed CRM software to oversee customer interactions and information.
Proficient in Portuguese.
Proficient in English.
Proficient in Spanish.
Conversational in French.

Accomplishments

    Managed relationships with 100+ insurance brokers and strategic partners throughout Latin America and The Caribbean.

    Delivered 30+ webinars and in-person training sessions annually , educating brokers on products, resources, and sales strategies.

Software

· Microsoft Office (Excel, PowerPoint)

· Salesforce

· CRM systems

Key Achievements

· Successfully managed strategic brokers relationship across Latin America and Caribbean,

· Consistently exceed customer service expectations while resolving complex escalations.

· Delivered product training and webinars to hundreds of insurance professionals.

· Supported business development initiatives that increase agency growth.

· Lead customer service teams while improving operation efficiency.

Timeline

Senior Account Manager

Trawick International
11.2021 - CurrentRead More

Supervisor - Customer Service

Global Benefits Group
03.2014 - 11.2021Read More

Account Manager

SUPRAINVEST
03.2012 - 03.2014Read More

Pontificia Universidade Catolica

Bachelor of Science from Economics
Read More
Daniela Kimel