Rita Osorio
Insurance Agent
Panama City,8
Summary
- Respectable professional Insurance Agent with sales experience of 27 years and developed skills of all insurance products offered in the panamanian market.
- Excellent clients relations through the years based on knowledge and personal needs of each customer.
- Also expertise in the claim area of automobiles and health insurance.
Overview
3
3
Languages
9
9
years of post-secondary education
28
28
years of professional experience
Work History
Insurance Agent
Independent
Ciudad de Panamá, Choose from list
10.2009 - Current
- Started my own agency in October 2009 after fulfilling all the requirements of studies according by the law of the Republic of Panama.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Maintained high standards of customer service by building relationships with clients.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Great deal of the portfolio clients are English speakers, manage of the insurance glossary help to enhance the sales.
Insurance Agent Assistant
NABERO, S.A.
Panamá, Panamá
04.1997 - 10.2009
- Researched and resolved areas of concern for potential and existing clients.
- Completed sales documentation and collected signatures to finalize purchases.
- Served as point-of-contact for potential and existing insurance customers.
- Verified client information by analyzing existing evidence on file.
- Knowledge of all areas of the insurance products life, health and casualty insurance.
Insurance Assistant
INVERSIONES ISA, S.A.
Ciudad de Panamá, Panamá
02.1993 - 03.1997
- Researched and resolved areas of concern for potential and existing clients.
- Completed sales documentation and collected signatures to finalize purchases.
- Generated leads and met with potential clients to explain insurance options and encourage purchases.
- Assured timely verification of insurance benefits prior to patient procedures or appointments.
- Knowledge of all areas of the insurance market including casualty insurance, life and health insurance and bonds.
Education
Humanities Degrees - French Literature
Universidad De Panamá
Panama 02.2014 - 11.2020
Insurance
INTEC
Panamá 09.1994 - 04.1995
No Degree - English Language
Marycrest College
Davenport, Iowa 04.1982 - 12.1983
Skills
Auto insurance
Timeline
Humanities Degrees - French Literature
Universidad De Panamá
02.2014 - 11.2020
Insurance Agent
Independent
10.2009 - Current
Insurance Agent Assistant
NABERO, S.A.
04.1997 - 10.2009
Insurance
INTEC
09.1994 - 04.1995
Insurance Assistant
INVERSIONES ISA, S.A.
02.1993 - 03.1997
No Degree - English Language
Marycrest College
04.1982 - 12.1983
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