Evelyn Estevez
Miami
Summary
Dynamic leader with a proven track record at Bupa Global excelling in customer loyalty initiatives and enhancing client interactions. Successfully improved retention rates through innovative loyalty programs and effective negotiation strategies. Skilled in market segmentation, I fostered strong relationships, driving team performance and achieving sales goals.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Head of Loyalty
Bupa Health Insurance
05.2000 - Current
Head of Loyalty / Bupa Global Latin America
- Achieved sales goals and service targets by cultivating and securing existing customer relationships.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Facilitated regular team meetings to ensure alignment on goals and objectives as well as address any challenges or concerns.
- Developed training programs for sales staff, improving product knowledge and performance.
- Managed a diverse team of sales representatives, ensuring optimal performance through coaching and feedback.
- Improved customer retention rates by creating loyalty programs that incentivized repeat business.
- Established strong client relationships by conducting regular follow-ups and maintaining open communication.
- Enhanced customer satisfaction through attentive support and prompt issue resolution.
Education
Strategic Leadership Program - Management
Florida International University
Miami, FL02-2011
Associate of Arts - Business Administration
Miami Dade College
Miami, FL06-1998
Skills
- Enhancing client interactions
- Negotiation proficiency
- Customer loyalty initiatives
- Market segmentation expertise
- CRM/ Salesforce
- Microsoft Word, Outlook, Team, Talkdesk
Accomplishments
- Achieved Data Migration by completing department function into a new system with accuracy and efficiency.
- Supervised team of 18 staff members. Department Recognition Awards.
- Manager recognition Awards.
- Most Valuable Employee
- Bupa Value Authentic recognition Awards.
- Bupa Value Caring Awards.
- Bupa Value Responsible Awards.
- Retention Awards for exceeding company goals.
Certification
Certificate of Achievement/ Amedex Insurance Group
- Toastmaster International challenge 2001
American Management Association/ AMA
- Management Skills for new managers 2003
Rockhurst University continuing Education Center 2005
- Coaching, Mentoring & Team Building Skills
Certificate of Achievement/ Amedex insurance Group 2006
- The Leadership Challenge
Rockhurst University Continuing Education Center 2007
- Knock-Your-Socks-Off Customer Service
Rockhurst University Continuing Education Center
- Business Speaking Skills 2008
Certificate of Participation/ Bupa Latin America
- Manager Training Program 2010
Empowering Leaders/ Bupa Latin America 2018
- Empowered Leader
Strategic Thinking/ Linked In Courses 2021
Getting Organized for Peak Performance/ Linked In 2022
Developing Emotional Intelligence/ Linked In 2023
Business Etiquette, Phone, Email and Text/ Linked In 2024
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Head of Loyalty
Bupa Health Insurance
05.2000 - Current
Strategic Leadership Program - Management
Florida International University
Associate of Arts - Business Administration
Miami Dade College