Dennis Galiza
queens,New York
Summary
Insurance Advisor with well-rounded experience offering insurance sales and service to clients. Detailed when interviewing customers to understand needs, provide options, and offer advice. Deep knowledge of internal and external underwriting policies. Long performance history of meeting sales targets to achieve performance goals.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Non-Life Insurance Advisor
The Mercantile Insurance Co, Inc
Manila, Philippines
03.2017 - 02.2024
- Quoted insurance policies for various client needs including car and fire coverage.
- Assisted clients inquiring about various types of bonds including surety, warranty, and construction-related bonds.
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Conducted interviews with potential customers to assess their insurance needs.
- Generated detailed quotes for prospective customers based on their requirements.
- Maintained accurate records of client profiles, policy details, and payment histories.
- Negotiated terms and conditions of policies with clients to obtain best possible coverage at lowest cost.
- Assisted customers in filing claims and resolving disputes arising from policy coverage issues.
- Followed up with customers regarding outstanding payments or overdue renewals.
- Responded promptly to customer inquiries via phone, email, or online chat platforms.
- Participated in continuing education activities to stay abreast of latest developments in the field.
- Promptly responded to reported claims by communicating with customers and reporting information.
- Responded to customer inquiries and problems to promote great service.
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Achieved repeat business and referrals through personalized services.
Life Insurance Advisor
Sun Life Of Canada Philippines Inc
Bonifacio Global City, Philippines
05.2014 - 02.2024
- Developed and implemented sales strategies to increase life insurance policies.
- Provided clients with advice on how to best manage their life insurance investments.
- Assisted customers in selecting the most appropriate coverage based on individual needs and budget constraints.
- Analyzed customer portfolios to determine financial objectives and develop suitable plans.
- Developed customized presentations that demonstrated the benefits of life insurance policies.
- Managed relationships with existing clients by providing ongoing support and guidance regarding their policies and investment goals.
- Responded promptly to customer inquiries related to their policies or accounts via phone or email communication.
- Explained complicated legal documents related to life insurance policies in plain language for customers' understanding.
- Attended conferences and workshops hosted by industry leaders in order to gain additional knowledge.
- Communicated with clients to understand needs and identify best policies for each case.
- Provided death benefits by delivering policy proceeds and reassessing client needs.
- Monitored policy renewals and contacted clients to discuss renewal options and changes.
- Collaborated with underwriters to facilitate the approval of applications.
- Participated in professional development opportunities to enhance insurance knowledge and sales skills.
- Conducted policy reviews to identify opportunities for additional coverage or adjustments.
- Nurtured relationships with potential clients through regular communication and engagement.
- Delivered outstanding customer service, addressing client inquiries and concerns promptly.
Education
Bachelor of Science - Mechanical Engineering
Mapua Institute of Technology
Manila, Philippines04-1995
Skills
- Financial Planning
- Policy analysis
- Claims Management
- Customer Service
- Client Relations
- Policy Knowledge
- Upselling
- Customer follow-up
- Asset protection expertise
Accomplishments
- 2017: Bronze Medallion Qualifier (1st Quarter), Bronze Medallion Qualifier (2nd Quarter), Silver Medallion Qualifier (3rd Quarter), President Month Bronze Medallion Qualifier (4th Quarter)
- 2018 Macaulay Awardee based on Persistency, Number of Application and Agent Commission for 1 year
- 2022 : Gold Medallion Qualifier (1st Quarter), Gold Medallion Qualifier (2nd Quarter), Platinum 350 Medallion Qualifier (3rd Quarter), President Month Gold Medallion Qualifier (4th Quarter)
- 2023 Million Dollar Round Table (MDRT) Qualifier based on 2022 production. This award is acknowledged in the whole Life Insurance Industry around the world.
Certification
- Licensed Professional Insurance Agent in the Philippines, MAy 2014 to Feb 2024
- License in Life, Accident and Health, Travel Accident : License # LA 184 2223 from Department of Financial Services, New York
Languages
English
Professional
Japanese
Limited
Korean
Limited
Timeline
Non-Life Insurance Advisor
The Mercantile Insurance Co, Inc
03.2017 - 02.2024
Life Insurance Advisor
Sun Life Of Canada Philippines Inc
05.2014 - 02.2024
Bachelor of Science - Mechanical Engineering
Mapua Institute of Technology
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