Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
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Maria Gabriela Magermans

Weston,FL

Summary

Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Insurance Advisor

Previene
03.2007 - Current
  • Maintain accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
  • Increase client satisfaction by providing personalized insurance advice and recommending suitable policies.
  • Explain features, advantages and disadvantages of various policies to promote insurance sales.
  • Establish long-lasting relationships with clients through proactive communication and exceptional service.
  • Interview prospective clients to discuss any existing coverage and obtain data about financial resources and physical condition of person to provide best choice of insurance.
  • Enhance customer trust by addressing concerns and explaining complex policy details in understandable terms.
  • Regularly reviewed existing client portfolios, identifying opportunities for upselling or cross-selling additional products that met their evolving needs.
  • Stay up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.
  • Conduct in-depth analyses of clients'' financial situations, identifying gaps in coverage and recommending appropriate policy adjustments.
  • Develop and implement strategies to maximize customer satisfaction.
  • Carry out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.

Operations Manager

CSI Guatemala
01.2002 - 02.2007
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Analyzed and reported on key performance metrics to senior management.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Interacted well with customers to build connections and nurture relationships.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Reported issues to higher management with great detail.
  • Handled relations with banks and institutions.

Compliance Officer

Cuscatlan Securities
02.1998 - 12.2001
  • Prepared and submitted regulatory filings in timely manner.
  • Developed and maintained compliance database, tracking all compliance activities and documents.
  • Managed relationships with regulators, maintaining open lines of communication to ensure transparent operations.
  • Identified, investigated and documented compliance violations and recommended corrective measures.
  • Assisted with internal and external audits to confirm compliance with applicable laws and regulations.
  • Developed comprehensive training programs to increase employee awareness of compliance requirements and expectations.

Education

Bachelor of Science - Business Administration

Universidad Landivar De Guatemala
Guatemala City
10.2009

Skills

  • Insurance product knowledge
  • Goal-oriented mindset
  • Customer Service
  • Policy analysis
  • Client Relations
  • Customer follow-up
  • Relationship Building
  • Teamwork and Collaboration
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking
  • Excellent Communication
  • Effective Communication
  • Decision-Making

Certification

  • CNP - Certified Notary Public

Languages

Spanish
Native or Bilingual
German
Full Professional
English
Full Professional

Timeline

Insurance Advisor

Previene
03.2007 - Current

Operations Manager

CSI Guatemala
01.2002 - 02.2007

Compliance Officer

Cuscatlan Securities
02.1998 - 12.2001

Bachelor of Science - Business Administration

Universidad Landivar De Guatemala

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Maria Gabriela Magermans