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Curriculum Vitae

informatii personale

 

F 27.02.1977

Permis conducere:  Cat.B, Data obtinerii:13.05.2008

obiectiv

 

• Manager with excellent communication skills in an intercultural environment, depth of experience in customer service, financial services, underwriting and product development with 15+ years of experience; • very good knowledge in MS Office, SAP and AS 400 programs; • good HR knowledge, especially personnel recruitment, with 10 years’ experience; • Team player, self-motivated, result and goal-oriented, strong analytical mind, very organized and dedicated; • leadership, development-oriented, flexibility, high adaptability to the new challenges and strong commitment

Salariu: nespecificat

Tip job: Full time

Departament: Asigurari, Vanzari, Office / Back-office / Secretariat, Marketing, Administrativ / Logistica, Relatii clienti / Call center, Banci

Oras de lucru: Bucuresti, STRAINATATE

Nivel Cariera: Senior-Level (> 5 ani)

Disponibil: oricand

experienta profesionala

 

01.03.2016 - prezent

Departament: financiar / contabilitate

Titlu Job: financial analyst/financial consultancy

Responsabilitati:

• work with companies or individuals to plan for their financial futures by offering
information and guidance on topics that include taxes, investments and insurance
decisions;
• meetings with clients to assess their financial situation in order to present a financial
plan that includes both short- and long-term financial goals;
• help clients with financial planning decisions for retirement, education, day-to-day
expenses and investments

01.02.2009 - 31.03.2016

Departament: asigurari

Titlu Job: underwriting manager

Responsabilitati:

Responsibilities:
• collection and review the application documents/ technical underwriting (customer
eligibility, occupational hazard, medical and financial risk analysis);
• FATCA Specialist;
• fraud investigator (conducting investigations into allegations of fraud, waste or
abuse committed by clients against company, including collaboration with the police);
• participated in Executive Steering Committee meetings;
• AML Reporting Officer (investigate and assess alerts relating to potential money
laundering risks in the company);
• product development (including terms and conditions and all necessary insurance
documents), testing and implementation of new products;
• prepare daily, monthly, quarterly and annually reports and submit the findings and
analysis to top management;
• claims handling;
• motivating customers to use the company's services more by selling them new
products;
• motivating customer to remain in the company by reselling the products;
• developing strong links to internal and external clients;
• insurance premiums reconciliation

01.12.2007 - 28.02.2009

Departament: banci

Titlu Job: regional sales manager

Responsabilitati:

Responsibilities:
• responsible for the development of the overall project plan, content and timeline;
• participated in Executive Steering Committee meetings;
• creating regional sales plans and quotas in alignment with business objective;
• monitoring team's performance and motivating them to reach targets;
• selling trainings;
• support for agents and customers;
• product trainings for agents;
• identify hiring needs, recruitment, selection and train new salespeople;
• prepare daily, monthly, quarterly and annually sales reports and submit the findings
and analysis to top management;
• administrative activities

01.09.2001 - 31.12.2007

Departament: relatii clienti / call center

Titlu Job: new business team leader (client service dept.)

Responsabilitati:

• set department priorities and goals daily, weekly and monthly;
• monitoring team of 27 people in order to achieve the objectives;
• identify hiring needs, recruitment, selection and train new arrivals;
• performance evaluation for subordinates;
• providing high quality customer service, including interacting with customers,
answering customer enquiries, and effectively handling customer complaints;
• fraud investigator (conducting investigations into allegations of fraud, waste or
abuse committed by clients against company, including collaboration with the police);
• testing and implementation of new products;
• discover training needs and provide coaching;
• policy reinstatement;
• motivating customers to use the company's services more by selling them new
products;
• motivating customer to remain in the company by reselling the products;
• prepare daily, monthly, quarterly and annually reports and submit the findings and
analysis to top management (liaison with brokers and both internal and external
clients)

studii

 

Facultati:

2006 - 2008 Masterat: Faculty of Finance, Banking, Insurance and Stock Exchanges la Faculty of Finance, Banking, Insurance and Stock Exchanges din Bucuresti. Master Banks and Insurance
2003 - 2007 Masterat: Insurance la LOMA din Atlanta, GA, USA. • Increased knowledge of financial services;
• Understand customer expectations, patterns, and behavior;
• Organize an effective customer service team

May 2007: AIAA 200 Agency Administration - LOMA courses, Atlanta, GA, USA;
November 2006: British Council English Course Level C1;
November 2006: 391 PCS Customer Behaviour - LOMA courses, Atlanta, GA, USA;
November 2005: LOMA 301: Insurance Administration - LOMA courses, Atlanta, GA,
USA;
November 2005: ACS 100: Foundations of Customer Services - LOMA courses,
Atlanta, GA, USA;
May 2004: LOMA 290: Life and Health Insurance Company Operations - LOMA
courses, Atlanta, GA, USA;
November 2003: LOMA 280: Principles of Insurance: Life, Health, and Annuities –
LOMA courses, Atlanta, GA, USA
1996 - 2000 Facultate: Drept la Faculty of Law, University Bucharest din Bucharest.

Premii

Voluntariat
Feb 2014: Asociatia Kola Kariola
Save the Dogs (honorary)



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