Mariia Kapitonova
Insurance Broker
Birkirkara,04
Summary
Confident Insurance Broker possessing strong work ethic and excellent business sense. Bringing 5-year background customizing insurance plans, calculating premiums and interviewing potential clients to obtain data about financial resources. Client-centered and dedicated to customizing insurance programs to suit individual customer needs.
Overview
6
6
years of professional experience
2
2
Languages
Work History
Insurance Broker
Aplus Holding Ltd
1 2023 - Current
- Assisted clients with filing claims and resolving disputes with insurance companies, resulting in a swift resolution
- Educated clients on insurance policies and coverage options, resulting in an increase in policy renewals
- Developed relationships with clients, resulting in an increase in referrals and repeat business.
Mortgage Consultant
Sberbank Domclick
08.2020 - 07.2022
- Developing strategic long-range plans to achieve strategic objectives
- Creating and managing transaction plans and real estate projects
- Managing external service providers, such as consultants and facility owners.
Insurance Broker
VTB Insurance Company
07.2019 - 08.2020
- Educate clients on various loan products, funding sources, buying or refinance process, and lending guidelines
- Gather documents such as applicant's credit history, income and employment verification, assets and liabilities, and background check to determine creditworthiness.
Insurance Broker
Energogarant JSC
08.2018 - 07.2019
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
Education
Master of Finance -
North-Eastern Federal University.
Bachelor of Science in Mathematics - undefined
North-Eastern Federal University.
Skills
- Underwriting knowledge
- Financial Planning
- Claims Handling
- Top-rated sales performance
- Sales Presentations
- Policy analysis
- Retirement planning
Accomplishments
- Won "Service Excellence Award" for playing instrumental role in driving record-high sales.
- Exceeded sales goals by 35% in a year..
Timeline
Mortgage Consultant
Sberbank Domclick
08.2020 - 07.2022
Insurance Broker
VTB Insurance Company
07.2019 - 08.2020
Insurance Broker
Energogarant JSC
08.2018 - 07.2019
Insurance Broker
Aplus Holding Ltd
1 2023 - Current
Master of Finance -
North-Eastern Federal University.
Bachelor of Science in Mathematics - undefined
North-Eastern Federal University.
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