Dayana Wilson Yepes

Customer prospecting, business visits where the company's extensive brochure is shown, customer maintenance, placement of new business in insurance companies for group life policies, personal accidents, as well as evaluation of proposals and recommendation to the customer taking into account account your needs. Generate conditions for individual Life policies, professional civil liability, verification of coverage in renewals and issuances of new businesses in life and debtor household policies.

Management of policies in the General branches (Fire, all risk material damage, automobile), life, health, transportation, among others. Developing technical analysis in the different branches of insurance, additionally performing customer service tasks, maintenance of renewals, monitoring the issuance of new policies in the different insurance companies, making comparative tables to be presented to a potential client.

I work in the general insurance area, performing technical tasks in the analysis and presentation of risks before the main office for their subsequent issuance, among these: all risk material damage, management, civil liability, SME, home, Co-properties. Additional, management with internal and external advisors of the company in the North zone (Cities: Barranquilla, Santa Marta, Cartagena and Valledupar)

Customer service, development and management of the resources available for the office (administrative part), account analysis, portfolio management, issuance of general insurance, control of compensation procedures in the automobile industry, skills and knowledge necessary in various specialized areas in the commercial and administrative part.