Rana Samir Ibrahim
Orange,CA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Insurance Producer
Farmers Insurance
Tustin, CA
2024.04 - Current
- Maintained high standards of customer service by building relationships with clients
- Responded to customer calls swiftly to resolve issues
- Determined client needs and financial situations by listening to, and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Cross-sold insurance products to existing clients to reach sales targets
- Investigated and processed claims swiftly to keep customers satisfied
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Prepared accurate quotes for prospective clients based on their individual needs.
- Researched competitors' offerings in order to remain competitive in the marketplace.
- Offered information about policy and coverage details.
- Operated in fast-paced and driven sales environment.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Identified potential new customers through cold-calling and networking activities.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Wrote policies, finalized documents, and filed paperwork.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Attended conferences and seminars related to the industry in order to stay abreast of developments.
Senior Project Manager
MedNet Global HealthCare Solutions LLC- Munich RE
2020.12 - 2022.12
- Developed project plans and managed project scope using methodologies to guide projects from conceptualization to implementation
- Maintained tactical control of project budgets and timelines to keep teams on task and achieve schedule targets
- Applied retention plans with coordination of insurance companies, which compensated in regaining more than 40% of lost contracts
- Analyzed project performance data to identify areas of improvement
- Verified quality of deliverables and conformance to specifications
Marketing Communications Supervisor
Access For Medical Services
Cairo
2019.06 - 2020.12
- Managed consistent design theme, look and content of organization's online presence
- Prepared cross-platform social media promotions, capitalizing on strengths of each site to effectively reach target audiences
- Led strategic development and implementation of clients' branding and marketing plans that compensated in increasing corporate portfolio by 10% yearly annually
- Generated sponsorships with related and partnering entities to enhance marketing objectives
Account Manager - B2B Business Development
GlobeMed Egypt
2014.08 - 2019.06
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues
- Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems
- Managed more than 100 accounts to retain existing relationships and grow share of business
- Performed quarterly service level review meetings
Senior System Administrator
GlobeMed Egypt
2014.08 - 2016.08
- Maintained flexible schedule and responded to after-hours and weekend emergencies
- Resolved issues and escalated problems with knowledgeable support and quality service
- Developed and documented network policies, procedures, and standards
- Established workflow chart for addition and deletion requests (closed 50 endorsements daily)
Senior Customer Service Representative
HSBC Bank
2012.05 - 2014.08
- Sold bank's life insurance policies, and retirement plans
- Delivered prompt service to prioritize customer needs
- Researched and rapidly resolved client conflicts to maintain key accounts
- Engaged clients in person and over phone to answer questions and address complaints
Customer Service Specialist
Metlife
2010.04 - 2012.04
- Implemented the applied monthly collection plan (10 confirmed appointments daily)
- Established communication channel between collectors and clients
- Performed strong, agile retention plans for clients to meet current needs
- Handled customer inquiries and suggestions courteously and professionally
Education
BBA - Business Administration, Insurance & Accounting
Cairo University
Cairo10.2008
Skills
- Licensed in property and casualty in the state of California
- Licensed in Life, Accident, and Health or Sickness in the state of California
- Life insurance
- Auto insurance
- Relationship building
- Underwriting principles
- Leads prospecting
- Policy adjustment
- Professionalism and ethics
- Negotiation
- Sales expertise
- Customer follow-up
- Policy renewals
- CRM software
- Quotes and sales
Certification
- Digital Marketing Diploma
- Cisco Systems
- Banking and Credit Cards
- California Casualty & Property License
- California Health & Life License
Accomplishments
- Resolved product issue through consumer testing.
- Achieved 90% of business retention by building long, & deep relationship with both insurance companies and end customers.
- Customized audio presentations for VIP Clients.
- Updated corporate profile, in both languages Arabic & English.
- Offered to join " Protege " Program by the district for Farmers Insurance due to achieving the required premium ($100,000 annual premium )
Hobbies and Interests
- Reading
- Travelling
- Meditating
- Watching Movies
Languages
- Arabic: Mother Tongue
- English : Native Level
- French : good
- Spanish : Started recently ( Level 1)
Timeline
Insurance Producer
Farmers Insurance
2024.04 - Current
Senior Project Manager
MedNet Global HealthCare Solutions LLC- Munich RE
2020.12 - 2022.12
Marketing Communications Supervisor
Access For Medical Services
2019.06 - 2020.12
Account Manager - B2B Business Development
GlobeMed Egypt
2014.08 - 2019.06
Senior System Administrator
GlobeMed Egypt
2014.08 - 2016.08
Senior Customer Service Representative
HSBC Bank
2012.05 - 2014.08
Customer Service Specialist
Metlife
2010.04 - 2012.04
BBA - Business Administration, Insurance & Accounting
Cairo University