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.
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.
· Microsoft Office (Excel, PowerPoint)
· Salesforce
· CRM systems
· 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.