Jorge Borges Email and Phone Number
Experienced professional with a dynamic background spanning 15 years of successful sales expertise and 11years of comprehensive property and casualty account management. Adept at building and nurturing robust client relationships, serving as a trusted advisor to advocate for clients’ needs and delivering scalable value through insights gained from key accounts.My journey has led me to my current role in the Insurtech startup landscape. Working within the fast-paced realm of Insurtech is enriching my proficiency in leveraging emerging technologies to deliver cutting-edge solutions to commercial line clients and stakeholders.A collaborative team player, I thrive in cross-functional environments, collaborating seamlessly across diverse teams including agency experience, underwriting, marketing, sales, and technology, to optimize customer satisfaction. With a passion for data-driven decision-making, I analyze customer data to identify trends, contributing to continuous operational enhancements.Possessing a strong commitment to regulatory compliance, I ensure adherence to state laws and regulations governing insurance agents, including licensing and continuing education requirements. Over the past 8 years, I’ve excelled as a self-managed remote professional, adeptly handling complex situations and escalations from insurance agents. My proficiency extends to coaching and mentoring peers, fostering an environment of growth.I’ve earned the trust of Spanish-speaking customers, and I’m honored to currently fulfill a bilingual role, educating the Spanish-speaking community and business owners on financial protection and goal attainment. Dedicated to my ongoing development, I actively pursue personal and professional growth opportunities, engaging in continuing education, earning professional designations, and participating in internal training programs.
Coterie Insurance
View- Website:
- coterieinsurance.com
- Employees:
- 142
-
Senior Customer Experience SpecialistCoterie InsuranceFountain Valley, Ca, Us -
Policyholder Experience SpecialistCoterie Insurance Jul 2023 - PresentCincinnati, Ohio, Us•Build and nurture strong commercial lines client relationships, acting as a trusted advisor to advocate for clients’ needs.•Collaborate across various teams, including agency experience, underwriting, marketing, sales, and technology, to optimize customer account health and satisfaction.•Monitor policyholder health, proactively address potential issues, and minimize churn by implementing effective strategies.•Analyze customer data to identify trends and areas for operational improvement, contributing to ongoing enhancements. -
Bilingual Insurance AgentCsaa Insurance Group, A Aaa Insurer Aug 2022 - Jul 2023Walnut Creek, Ca, UsBilingual insurance account professional, prospecting inbound and outbound leads and managing full sales cycle through closing. Account manager. Translating and interpreting complex insurance terms in Spanish. -
Senior Insurance Professional, Subject Matter ExpertUsaa Nov 2012 - Aug 2022San Antonio, Texas, UsServed at different capacities thought my 10 years at USAA. Remote insurance account professional, issuing auto,home,rental properties, renters insurance, and umbrella policies. CRM experience. Saving Memberships through member retention responsibilities, guiding and training insurance professionals as part of the “Senior-Helpline” team, providing coaching. Assisting members through complex life transitions under the Separation/Divorce team. SME responsibilities included facilitating new processes to new team members, assisting as a project coordinator, collaborating to find process improvements in design. Contributed to technology training and improving tools for insurance agents, deep understanding of compliance and regulations. -
Member Services SpecialistSchoolsfirst Federal Credit Union Jul 2011 - Nov 2012Santa Ana, Ca, UsHelped members achieve their financial goals through personal loan products and other banking products. -
Sales SpecialistBank Of America Aug 2008 - Jul 2011Charlotte, Nc, UsWorked in different capacities, starting as a teller and primary cash handling and referring new business. Continued to serve customers with financial goals through setting up banking products. Lead strategic campaigns to attract new and local businesses to our banking center. Assisted in training of new employees and launched successful sales efforts within local business, and gained trust with spanish speaking customers earning their business.
Frequently Asked Questions about Jorge Borges
What company does Jorge Borges work for?
Jorge Borges works for Coterie Insurance
What is Jorge Borges's role at the current company?
Jorge Borges's current role is Senior Customer Experience Specialist.
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