I worked for more than 8 years at Banco Bradesco, as Branch Manager, promoting an exclusive relationship with customers and providing business improvements in a fair and ethical manner. I started my career as a Financial Assistant Manager with differentials in offering a transforming experience in the financial life of clients, seeking solutions to better serve them. Over the years, through my performance I was promoted to Manager, starting to lead and train teams, executing operational procedures and managing the financial center. I received several training courses to develop my skills and strategic vision in business and people management. I have always sought to explore my potential, seeking daily knowledge and learning.
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Claims AdjusterBradesco Seguros Jan 2018 - Jan 2021São Paulo, BrasilAs an claims adjuster I was responsible for analyzing and investigatinggeneral information from various sources related to medical reports,accident reports, credit analyses, witness and claimant statements.Through assessments I accurately determined liability for damagesthrough the data collected to reach settlement values and obtain fairand appropriate negotiation with claimants and all parties involved. -
ManagerBradesco Jan 2017 - Jan 2018São Paulo, BrasilI managed the financial and administrative center leading my team inthe agency, promoting training and performing operational routines.Developing exceptional relationships with clients and bringing heightquality solutions to our customers and achieving company’s goas. Ianalyzed customer data to identify trends and opportunities for growth,filling out applications, obtaining budgets, awards and commissions,preparing proposals and presentations, reviews accounting history,responds to accounting inquiries, corrects discrepancies, and contactscustomer regarding accounts receivable collections. -
Insurance UnderwriterBradesco Seguros Jan 2015 - Jan 2017São Paulo, BrazilAs an essential role for insurance company I acted as a auto, life andhealth insurance underwriter analyzing all customer data to determinethe potential risk of providing coverage and setting appropriate rates.
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Insurance BrokerBradesco Seguros Jan 2011 - Jan 2015São Paulo, BrasilAs a auto, life and health insurance broker, I managed sales and policiesto clients for Bradesco Seguros for more than 5 years. Listening to eachclient's financial needs to provide and calculate the best insurance in afair and transparent way based on their expectations, making it apersonalized experience. I carried out insurance sales strategies,reaching customers nationwide, evaluating the appropriate plan andcoverage options to be offered, considering the relationship of costsand benefits for each customer.
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Júlio Escobar attended Universidade Santa Cecília.
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