Flávia Cruz

• Facilitated claims process for clients, liaising with insurers to expedite settlements.
• Researched coverage and premium options.
• Processed insurance claims efficiently, ensuring timely settlement and customer satisfaction.
• Obtained vital information to specify insurance type and coverage level.
• Negotiated with insurers on behalf of clients to secure competitive premiums and comprehensive coverage.
• Presented and clearly explained insurance policy options based on clients needs and goals.
• Analysed customer insurance needs to recommend appropriate policies for optimal coverage.
• Responded quickly to client requests with excellent systems knowledge.
• Organised and led insurance literacy workshops for community groups, enhancing brand visibility.
• Provided relevant information along with attentive customer service to all customers.
• Assisted customers facing financial difficulty by creating payment plans and phasing premiums.
• Monitored industry regulations to ensure compliance in all insurance transactions and advice given.
• Conducted in-depth client consultations to recommend best-suited products.
• Identified and contacted potential clients by gathering sufficient information to offer appropriate solutions.
• Monitored industry developments to advise clients on potential impacts to their coverage.
• Collaborated with underwriters to assess risks and determine policy eligibility.
• Regularly reviewed and updated client policies to ensure relevance and adequacy of coverage.
• Provided structured reviews on policies using research tools to compare with other providers.
• Delivered customised presentations to prospective clients, highlighting benefits of various insurance products.
• Managed client insurance onboarding by enrolling customers onto plans and sending contracts as needed.
• Explained complex policy details in non-technical manner.
• Managed a portfolio of over 200 clients, consistently achieving a 95% satisfaction rate.
• Processed client paperwork to calculate premiums and enrol in insurance plans.
• Addressed and resolved client enquiries promptly, enhancing trust and loyalty.
• Developed and implemented a client retention strategy, reducing churn by 15%.
• Utilised advanced analytical skills to evaluate insurance applications and determine appropriate levels of coverage.

Delivered department exports by preparing files and completing required formatting steps.

• Optimised sales methods to best acquire, develop and retain customers.
• Built new business partnerships to drive customer acquisition and generate revenue.
• Motivated sales staff to continuously improve strategies through competitions and personalised coaching plans.
• Maintained detailed record of sales activities and compared trends to identify underserved areas and opportunities for improvement.
• Selected, trained and performance-managed staff to handle high workload with ambitious targets.
• Executed successful marketing events, open houses and display shows for products.
• Established pricing and delivery terms based on current market trends and costs.
• Tracked sales, click-through rates and conversion rates by marketing campaign for comparison.
• Analysed current strategies for strengths and weaknesses and adjusted approaches to maintain sales trajectory.
• Implemented seasonal and special discounts, driving customer engagement through promotions.
• Coordinated with design, project management and production teams to delivery timely support to planned campaigns.
• Monitored competitors through multi-channel research strategies to best capitalise on market gaps or anticipate changes in customer interests.
• Created fresh, engaging and compelling copy for marketing and promotions.
• Leveraged CRM data to send targeted emails designed to increase sales.
• Produced clean, error-free newsletters and social media posts to share current sales information.
• Organised and participated in trade shows and exhibitions to promote brand visibility and forge productive relationships with key industry players.
• Analysed market trends and competitor activity to recommend adjustments to marketing strategies.
• Facilitated cross-functional team meetings to ensure alignment of trade marketing activities with overall business goals.
• Liaised with retail partners to optimise shelf space and positioning for products, enhancing brand presence in stores.
• Led training sessions for sales teams, ensuring they were fully informed on product benefits and marketing promotions.
• Tailored marketing messages to different audiences, ensuring relevance and impact across diverse market segments.
• Maintained a comprehensive database of trade marketing assets, ensuring easy access and efficient use across the organisation.
• Utilised digital marketing tools and platforms to enhance trade marketing efforts, tracking engagement and effectiveness through analytics.
• Fostered strong relationships with key stakeholders, including retailers, distributors, and internal teams, to support marketing objectives.

• Collaborated with sales teams to align marketing strategies with sales objectives, driving revenue growth.
• Monitored marketing and sales performance and used innovative methods to obtain fruitful results.
• Developed comprehensive marketing strategies to enhance brand visibility and increase market share.
• Engaged in department meetings to brainstorm new ideas for upcoming projects.
• Created customer awareness of goods, services and special promotions with creative advertising strategies.
• Identified market gaps for new and updated products and services.
• Conducted detailed competitor analysis to inform strategic marketing decisions and positioning.
• Formulated and submitted performance and progress reports to update management with developments.