Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Eric Benolerao

Maple Shade Township,NJ

Summary

Dynamic insurance professional with a proven track record at Benolerao Insurance Agency, excelling in client relationship management and referral generation. Skilled in insurance policy sales, I enhanced client retention through tailored solutions and exceptional service, achieving significant growth in customer satisfaction. Strong interpersonal skills complement my expertise in property and auto insurance.

Overview

2025
2025
years of professional experience
1
1
Certification

Work History

Non Life Insurance Agent

Self Employed Services
09.2007 - 02.2025
  • Developed tailored life insurance solutions based on client assessments and financial needs.
  • Educated clients on policy options, coverage limits, and benefits to enhance understanding and satisfaction.
  • Conducted regular follow-ups with clients to ensure ongoing policy relevance and address concerns promptly.
  • Established strong relationships with clients, fostering trust and loyalty through exceptional service delivery.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Assisted clients in navigating complex claims processes, ensuring timely payouts and minimal stress during difficult times.
  • Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
  • Improved client retention rates by offering tailored policy recommendations that met their unique requirements and goals.
  • Provided exceptional customer service by addressing concerns promptly and maintaining open lines of communication.
  • Delivered informative presentations to potential clients about the benefits of life insurance policies, generating interest and driving sales growth.
  • Retained up-to-date industry knowledge for accurate, well-informed customer interactions.
  • Increased client satisfaction by providing personalized and knowledgeable life insurance consultations.
  • Promoted products and services using upselling and other sales strategies.
  • Increased sales of life insurance products through tactical customer outreach.
  • Expanded referral network through strong relationship-building with industry professionals, leading to increased business opportunities.
  • Established trust with prospective customers by providing accurate information about available policies and transparent pricing structures.
  • Maintained high standards of customer service by building relationships with clients.
  • Identified cross-selling opportunities by reviewing existing client coverage and suggesting appropriate additional products.
  • Increased efficiency by automating routine administrative tasks.
  • Negotiated favorable terms with underwriters by accurately presenting client risk profiles.
  • Met with customers to provide information about available products and policies.
  • Analyzed customer needs to provide customized insurance solutions.
  • Calculated premiums and established payment methods for sales.
  • Evaluated competitors' products and services to gain competitive advantage.
  • Monitored customer feedback and identified areas of improvement.

United Airlines Reservation & Help Desk

Teletech Cebu
08.2005 - 09.2007
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • As reservation agent: take calls and book flight reservation for US passenger
  • As help desk: take calls from various travel agencies and fix reservation that was missed up
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Salesman

Dranix Distributors Inc. - Cebu
2001 - 2002
  • Developed customer relationships, enhancing client retention and satisfaction.
  • Identified sales opportunities through market analysis and customer feedback.
  • Collaborated with team members to achieve monthly sales targets effectively.
  • Conducted product demonstrations, educating clients on features and benefits.
  • Negotiated contracts, ensuring favorable terms for both company and clients.
  • Analyzed sales data to refine strategies and improve overall performance.
  • Implemented customer service initiatives, resulting in increased loyalty and repeat business.
  • Developed strong client relationships through consistent communication and exceptional customer service.
  • Increased sales revenue by identifying potential clients and conducting persuasive product presentations.
  • Collaborated with team members to streamline sales processes, resulting in an efficient workflow.
  • Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
  • Negotiated prices, terms of sales and service agreements.
  • Informed customers of promotions to increase sales productivity and volume.
  • Recorded accurate and efficient records in customer database.
  • Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
  • Contributed to event marketing, sales and brand promotion.
  • Kept detailed records of daily activities through online customer database.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Attended monthly sales meetings and quarterly sales trainings.

Non Life Insurance Salesman

Benolerao Insurance Agency
2000 - 2001
  • Built strong client relationships through excellent customer service and regular followups.
  • Conducted comprehensive risk assessments for clients, identifying gaps in their coverage and offering appropriate solutions.
  • Analyzed competitor offerings to identify areas for improvement within own product portfolio.
  • Educated potential customers on various insurance products to help them make informed decisions.
  • Improved client retention rates by providing ongoing support and addressing any concerns or questions promptly.
  • Maintained compliance with industry regulations and company policies, ensuring a high level of professionalism in all transactions.
  • Attended industry conferences and seminars regularly, expanding knowledge of insurance products and market trends.
  • Assisted clients in filing claims and navigating the claims process, ensuring a seamless experience during difficult times.
  • Collaborated with underwriters to create customized insurance policies tailored to clients'' needs.
  • Developed referral networks with local businesses and professionals to expand client base and increase revenue opportunities.
  • Negotiated favorable insurance rates for clients with providers, saving them money on premiums.
  • Generated quotes and proposals for clients to match individual needs.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Followed up promptly with interested clients to close sales.
  • Educated clients on insurance policies and procedures.
  • Met with customers to provide information about available products and policies.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Generated leads through cold-calling, networking and other outreach methods.

Bank Branch Manager

Philippine Farmers Bank
1998 - 1999
  • Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
  • Led a team of banking professionals, providing regular coaching and development opportunities for career growth.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Fostered strong relationships with clients by addressing their needs promptly and providing personalized financial solutions.
  • Promoted a culture of innovation by encouraging staff to share ideas and solutions that improved overall branch operations and customer service levels.
  • Enhanced employee engagement by organizing team-building activities, training sessions, and open communication channels within the branch.
  • Conducted regular audits of branch operations to maintain compliance with internal policies and external regulations.
  • Examined customer loan applications for loan approvals and denials.
  • Improved cash management procedures, ensuring accurate cash handling practices across all transactions within the branch.
  • Boosted branch revenue through targeted marketing campaigns aimed at attracting new clients and retaining existing ones.
  • Optimized staff productivity through effective scheduling, task delegation, and performance monitoring.
  • Oversaw employee recruitment processes to ensure hiring of qualified candidates who contributed positively to the bank''s goals and culture.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Developed and executed strategies to grow the bank''s loan portfolio, expanding business opportunities.
  • Implemented a system for tracking and monitoring sales activities, enabling data-driven decisions on branch performance and growth areas.
  • Collaborated with senior management to develop strategies for increasing market share and overall profitability.
  • Maintained friendly and professional customer interactions.
  • Complied with regulatory guidelines and requirements.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Complied with established internal controls and policies.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.

Branch Cashier

Philam Plans
1996 - 1997
  • Processed cash transactions accurately and efficiently, ensuring customer satisfaction.
  • Managed daily cash deposits and reconciliations, maintaining financial integrity.
  • Trained new staff on cash handling procedures and customer service best practices.
  • Monitored cash flow and inventory levels to optimize operational efficiency.
  • Resolved customer inquiries and complaints professionally, fostering positive relationships.
  • Conducted regular audits of cash registers to ensure compliance with company policies.
  • Provided exceptional customer service, resolving issues promptly and professionally.
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Managed cash supply levels effectively, ordering additional funds when necessary to maintain optimal balances at all times.
  • Adhered strictly to regulatory requirements, ensuring full compliance with all internal controls and audit standards within the branch''s cashier function.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Operated cash register to record transactions accurately and efficiently.
  • Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.

Bank Loan Staff

Allied Bank
1996 - 1996
  • Evaluated loan applications to determine creditworthiness and compliance with lending policies
  • Collaborated with clients to understand financial needs and recommend suitable loan products
  • Conducted thorough financial analysis using industry-standard software to assess risks and benefits
  • Prepare necessary credit recommendations
  • Do occular inspections of collaterals (Land, House, car, etc)
  • Make the corresponding appraisal of the collaterals
  • Conduct credit investigation regarding the loan applicant
  • Make necessary paper for loan release
  • daily monitor for loan that is due on its monthly payment
  • make the necessary debit memo to be handed to the tellers for their payments
  • Developed strong relationships with clients, resulting in higher customer satisfaction rates and repeat business.


Non-Life Insurance Salesman

Benolerao Insurance Agency
1994 - 1996
  • Developed tailored insurance solutions to meet diverse client needs.
  • Cultivated relationships with clients, enhancing customer retention and satisfaction.
  • Analyzed market trends to identify new business opportunities and strategies.
  • Conducted comprehensive policy reviews, ensuring accuracy and compliance with regulations.
  • Negotiated favorable insurance rates for clients with providers, saving them money on premiums.
  • Developed referral networks with local businesses and professionals to expand client base and increase revenue opportunities.
  • Conducted comprehensive risk assessments for clients, identifying gaps in their coverage and offering appropriate solutions.
  • Maintained compliance with industry regulations and company policies, ensuring a high level of professionalism in all transactions.
  • Built strong client relationships through excellent customer service and regular followups.
  • Assisted clients in filing claims and navigating the claims process, ensuring a seamless experience during difficult times.
  • Analyzed competitor offerings to identify areas for improvement within own product portfolio.
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Met with prospective clients to discuss insurance needs and provide solutions.
  • Sold auto, home, life, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Met with customers to provide information about available products and policies.
  • Calculated premiums and established payment methods for sales.
  • Collected premiums on or before effective date of coverage.
  • Finalized sales and collected necessary deposits.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Generated leads through cold-calling, networking and other outreach methods.
  • Negotiated contracts and terms of sale with potential customers.
  • Researched and identified potential new markets.

Education

MBA - Business Administration And Management

Mindanao State University - Iligan Inst. of Tech.
Iligan City, Philippines

Bachelor of Science - BSBA Major in Marketing

Mindanao State University - Iligan Inst. of Tech.
Iligan City, Philippines
04-1994

Skills

  • Insurance policy sales
  • Building relationships
  • Referral generation
  • Client relationship management
  • Policy reinstatement approvals
  • Strong interpersonal skills
  • Customer billing
  • Claims reporting systems
  • Credit history analysis
  • Property insurance
  • Sales reporting
  • Auto insurance

Certification

  • Licensed Life - Insurance Producer New Jersey

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Non Life Insurance Agent

Self Employed Services
09.2007 - 02.2025

United Airlines Reservation & Help Desk

Teletech Cebu
08.2005 - 09.2007

Salesman

Dranix Distributors Inc. - Cebu
2001 - 2002

Non Life Insurance Salesman

Benolerao Insurance Agency
2000 - 2001

Bank Branch Manager

Philippine Farmers Bank
1998 - 1999

Branch Cashier

Philam Plans
1996 - 1997

Bank Loan Staff

Allied Bank
1996 - 1996

Non-Life Insurance Salesman

Benolerao Insurance Agency
1994 - 1996

MBA - Business Administration And Management

Mindanao State University - Iligan Inst. of Tech.

Bachelor of Science - BSBA Major in Marketing

Mindanao State University - Iligan Inst. of Tech.

Similar Profiles

CREATE PROFILE
Eric Benolerao