Ana Buetikofer Email and Phone Number
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Ana Buetikofer personal email
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Ana Buetikofer is a Financial Services Representative at Coastal Wealth, a member of the MassMutual Financial Group. She possess expertise in fluent in french, strategic planning, microsoft office, negotiation, project management and 2 more skills.
Coastal Wealth, A Member Of The Massmutual Financial Group
View- Website:
- mycoastalwealth.com
- Employees:
- 228
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Financial Services RepresentativeCoastal Wealth, A Member Of The Massmutual Financial Group Mar 2018 - PresentMiami/Fort Lauderdale Area -
Sales AssociateGlobal Luxury Realty Jan 2015 - Mar 2018MiamiCreate rapport with potential client, research properties on the MLS system , make appointments to show clients such properties, fill in contract for purchase/rent/sales, negotiate a sales price, coordinate details of closing.Perform listing presentations to obtain listings, host open houses among other marketing events to promote the listingMaintained constant balance of property petty cash account.Maintained original leases and renewals for the management office.Completed… Show more Create rapport with potential client, research properties on the MLS system , make appointments to show clients such properties, fill in contract for purchase/rent/sales, negotiate a sales price, coordinate details of closing.Perform listing presentations to obtain listings, host open houses among other marketing events to promote the listingMaintained constant balance of property petty cash account.Maintained original leases and renewals for the management office.Completed final move-out walk-through for tenants.Carefully screened applicants for tenancy.Verified that all customer complaints were handled promptly and appropriately.Communicated effectively with owners, residents and on-site associates.Followed up on delinquent tenants and coordinated collection procedures.Scheduled contractors for maintenance issues.Verified income, assets and expenses and completed file tracking sheet for each applicant.Delivered emergency 24-hour on-call service for any tenant issues.Decreased operating costs by 28% by implementing cost control procedures. Show less
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Management Analyst For Latin America Health NetworkBac Finacial Oct 2012 - Oct 2014MiamiAssisting Management in the development and selection of a Health Insurance Network, in particular insurance agencies/agents, physicians, hospitals, medical clinics and laboratories to be utilized in Latin America.Cultivated effective partnerships with sales agents, underwriting, claim staff and direct clientsDirected the recruiting, training and performance evaluations for sales agents and supervised their weekly activities.Calculated quotes and educated potential clients on… Show more Assisting Management in the development and selection of a Health Insurance Network, in particular insurance agencies/agents, physicians, hospitals, medical clinics and laboratories to be utilized in Latin America.Cultivated effective partnerships with sales agents, underwriting, claim staff and direct clientsDirected the recruiting, training and performance evaluations for sales agents and supervised their weekly activities.Calculated quotes and educated potential clients on insurance options.Contributed ideas and offered constructive feedback at weekly training meetings.Followed up with customers on unresolved issues.Reported policy changes and company conditions affecting customer satisfaction. Show less
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Senior Manager For The International DepartmentConsorcio Tangarife Castillo & Asociados C.A. ( Life And Health Insurance Provider) Feb 2006 - Sep 2012Barquisimeto - VenezuelaOversaw the development and continuous improvement of the underwriting process for health and life policiesDeveloped and supervised new marketing actions such educational seminars, training webinars etc. Coordinated the sales agent relationship with the insurance companies.Created Premium payment report for new policies, renewal and claims reimbursementsCalculated quotes and educated potential clients on insurance options.Tracked the progress of all outstanding insurance… Show more Oversaw the development and continuous improvement of the underwriting process for health and life policiesDeveloped and supervised new marketing actions such educational seminars, training webinars etc. Coordinated the sales agent relationship with the insurance companies.Created Premium payment report for new policies, renewal and claims reimbursementsCalculated quotes and educated potential clients on insurance options.Tracked the progress of all outstanding insurance claims.Finalized sales and collected necessary deposits.Collected all premiums on or before effective date of coverage.Oversaw daily office operations for staff of 20 employeesMade sure all documents (insurance applications, claims and premium payments) were in correct manner before sending them to the companyMaintained compliance with company requirements.Verified that all customer complaints were handled promptly and appropriately Show less
Ana Buetikofer Skills
Ana Buetikofer Education Details
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Atpal Westminster, Montreal, CanadaA -
Universidad Fermín ToroMayor In Business Administration Minor In Management
Frequently Asked Questions about Ana Buetikofer
What company does Ana Buetikofer work for?
Ana Buetikofer works for Coastal Wealth, A Member Of The Massmutual Financial Group
What is Ana Buetikofer's role at the current company?
Ana Buetikofer's current role is Financial Services Representative.
What is Ana Buetikofer's email address?
Ana Buetikofer's email address is ta****@****ail.com
What is Ana Buetikofer's direct phone number?
Ana Buetikofer's direct phone number is +178647*****
What schools did Ana Buetikofer attend?
Ana Buetikofer attended Atpal Westminster, Montreal, Canada, Mcgill University, Universidad Fermín Toro.
What skills is Ana Buetikofer known for?
Ana Buetikofer has skills like Fluent In French, Strategic Planning, Microsoft Office, Negotiation, Project Management, Management, Customer Service.
Who are Ana Buetikofer's colleagues?
Ana Buetikofer's colleagues are Jared Cohen, Jackie Dorsey, Kenna Lapiana, John Capin, Gabriella Hernandez, Joseph Richman, Ramon Kemp.
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