Philippa Bawa
Buford,GA
Summary
Highly Accomplished business and sales consultant with expertise in gaining revenue for companies by researching and acquiring high-quality clientele and retaining them through superior service and follow-up. Areas of expertise include customer service, sales and underwriting analytics, and problem-solving. Strengths include understanding complex data, managing projects, understanding complex risks, and communication. Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines. Possesses deep knowledge of the insurance industry with extensive experience assessing customer risk and providing tailored solutions to meet needs. Adept at building trust with clients, providing guidance and financial advice, and delivering outstanding service.
Overview
29
29
years of professional experience
Work History
Environmental Services
Northside Hospital Forsyth
09.2023 - 09.2024
- Demonstrated commitment to continuous improvement through active participation in professional development workshops, seminars, and conferences focused on environmental services topics.
- Participated in ongoing professional development activities, staying current on industry trends and best practices for environmental services professionals.
- Served as liaison between the environmental services team and hospital administration, effectively communicating needs and feedback from both parties.
- Addressed customer concerns promptly, demonstrating a commitment to exceptional service delivery in all aspects of environmental services management.
- Participated in industry conferences to stay current on emerging trends in environmental services management.
- Improved efficiency in cleaning tasks by optimizing schedules and workloads for environmental services team members.
Order Fulfillment Associate
Amazon
08.2023 - 09.2023
- Upheld a positive work atmosphere through consistently displaying an enthusiastic attitude toward fulfilling daily tasks and supporting team efforts toward shared goals.
- Handled high-priority orders with urgency, prioritizing their prompt processing and shipment to meet customer needs.
- Developed strong familiarity with warehouse technology systems, enabling quick navigation through inventory databases and expedited processing of orders.
- Streamlined order fulfillment processes by implementing efficient picking and packing techniques.
- Enhanced warehouse productivity by effectively collaborating with team members to meet daily quotas.
- Followed procedures at all times for personal and team safety.
Insurance Agent
Lee Matthews Insurance Agency
07.2023 - 08.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Consultant Project Manager
Abbashirley Properties
04.2023 - 07.2023
- Optimized project performance by regularly monitoring progress against established benchmarks and adjusting strategies as needed.
- Enhanced team productivity with efficient delegation of tasks, ensuring each team member was fully utilized based on skills and expertise.
- Managed cross-functional teams to ensure seamless collaboration, achieving optimal results through effective resource allocation.
- Improved project efficiency by streamlining communication channels and implementing agile project management methodologies.
- Negotiated contracts with suppliers and vendors, securing favorable terms that benefited both parties while maintaining budgetary requirements.
Insurance Customer Service Associate
TTEC
01.2023 - 04.2023
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback.
- Maintained a high level of product knowledge, providing accurate information to customers.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Enhanced customer satisfaction by effectively addressing inquiries and resolving issues.
Life Insurance Agent
Family First Life
05.2021 - 01.2023
- 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.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Streamlined the application process for clients, resulting in faster policy approvals and improved customer satisfaction.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking, and other outreach methods.
SALES REPRESENTATIVE
Liberty Mutual Insurance
01.2001 - 05.2021
- Cultivated positive business relationships with area clients to develop strong prospects and offer to sell or service property, casualty, and life insurance on an individual basis
- Proactively generate targeted marketing efforts towards leads, prospects, and current policyholders to exceed sales objectives
- Analyzed current market trends to develop and utilize the most efficient communications and computer systems available to handle large call volumes.
Call Center Sales Agent
Liberty Mutual
01.1999 - 01.2001
- Consulted prospects on advantages of protection and coverage to customize policies for their specific needs
- Produced and retained an optimal volume of new business within company guidelines, increasing overall market share
- Evaluated varying risk factors to underwrite first line documentation for policies in accordance with company regulations
- Created and exhibited customized sales presentations for prospective clients to address solutions to each buyer's business requirements.
Call Center Sales Agent
Liberty Mutual Group
01.1996 - 01.1999
- Ability to select profitable accounts using underwriting rules and regulations to provide a mix of good accounts
- Manage exposures and ability to develop actions to negotiate and maintain accounts
- Act as a liaison between multiple business units to achieve appropriate resolutions for internal and external clients
- Provide extra assistance to clients to make sure the client is aware of all rolls and specific account information.
Education
LUTCF -
The American College
Bryan, PA01.2007
Masters of Business Administration -
American Intercontinental University
Hoffman, Illinois01.2004
Bachelor of Arts in International Relations -
University of Brasilia
Brasilia, Brazil01.1991
Skills
- State certification in property and casualty insurance
- Life and health sciences certification
- Technical proficiency in Microsoft Office, Java, and LAN, SMTP, ISDN, and WINS networking applications
- Ability to communicate and interact well with executives and staff
- Conducting innovative sales presentations to potential clients
- Advising staff on optimal business operations
- Complete fluency in Portuguese
- Quotes and sales
- Client Relations
- Professionalism and Ethics
- Customer follow-up
- Customer Service
- Client Retention
- Account Management
- Policy Renewals
- Client Account Management
Accomplishments
- Member of Liberty Leaders Club, 01/2010
- Recipient of Lamplighter Award, 01/2002
- Recipient of Pursuit of Excellence Award, 01/2002
- Winner of Achievement Award, 01/2001
- Achieved multiple internal promotions, 01/2001 to present
- Maintained an outstanding record of quality ratings, 01/2001 to present
- Selected to work on special projects by Senior Sales Manager and Area Manager, 01/2001 to present
Timeline
Environmental Services
Northside Hospital Forsyth
09.2023 - 09.2024
Order Fulfillment Associate
Amazon
08.2023 - 09.2023
Insurance Agent
Lee Matthews Insurance Agency
07.2023 - 08.2023
Consultant Project Manager
Abbashirley Properties
04.2023 - 07.2023
Insurance Customer Service Associate
TTEC
01.2023 - 04.2023
Life Insurance Agent
Family First Life
05.2021 - 01.2023
SALES REPRESENTATIVE
Liberty Mutual Insurance
01.2001 - 05.2021
Call Center Sales Agent
Liberty Mutual
01.1999 - 01.2001
Call Center Sales Agent
Liberty Mutual Group
01.1996 - 01.1999
LUTCF -
The American College
Masters of Business Administration -
American Intercontinental University
Bachelor of Arts in International Relations -
University of Brasilia
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