Francisco Monteiro Email & Phone Number

Lisboa, Portugal

Cidade De Sydney, Nova Gales Do Sul, Austrália

- Sales consultant for over 2 years achieving more than 2500 new business clients worth $1.8M AUD. Key responsibilities include inbound and outbound calls to potential customers to ensure they are getting the right policy options for their business, identify cross sell opportunities (achieving 1.20 ratio) - Dealing with Business Insurance – Public Liability, Professional Indemnity, Management Liability, Cyber Liability and Business Pack.- Coaching and training of new sales agents

Cidade De Sydney, Nova Gales Do Sul, Austrália

Lisboa E Região, Portugal

- Responsible for managing a portfolio of over 200 clients across all lines of insurance (Business, General and Life). Annual premium averaging €6M- Managed top tier multinational Clients across all industries (Recruitment companies, Credit institutions, Transport companies and Rent-a-car) as well as SME and Individual clients.- Responsible for ensuring that all policies were renewed and identified cross sell opportunities.- Generating and managing monthly reports of clients´ claims evolution.

Lisboa E Região, Portugal

- Assist Account Manager with quotations, renewals and other administrative tasks- Assisting clients with enquiries- Claims Processing- Identify opportunities for cross-sell of products to clients- Examine and verifying claims eligibility- Verifying and explaining benefits and coverage plans – inbound calls- Compare and conciliate claims database with insurance companies

- Defining the annual commercial calendar- Elaboration of weekly sales reports- AD-HOC analysis of new possible products- Monthly distribution plan of all products to Portuguese warehouse

Business Administration And Management, General

Level 2