Francisco Laverde Serrano Email & Phone Number

Bogotá, CO

Bogotá, Capital District, Colombia

Responsible for managing both the commercial and operational aspects of high-profile client accounts. including direct client interaction, ensuring personalized attention, as well as backend management of policies to deliver comprehensive and tailored insurance solutions. focus on optimizing client satisfaction and retention, while ensuring smooth.

Bogotá, Capital District, Colombia

Provide exceptional customer service, answering customer questions and inquiries accurately and promptly for customers in Canada.- Transaction Management: Process banking transactions, including deposits, withdrawals, transfers, and bill payments, ensuring accuracy and security at all times.- Basic Financial Advising: Offer basic assistance with customer.

Bogota, D.C., Capital District, Colombia

• Performed administrative duties regarding new and renewal accounts, riskassessments, and loss runs and loss ratings for a US-based market completing thefollowing tasks:
• Make detailed recommendations for the underwriting process regardingworkers compensation insurance, through selection, acceptance, rejection, andpricing according to company guidelines and policies.
• Responsible for reviewing insurance applications and documentation for thepreparation of written reports on decision making for the acceptance orrejection of policies.
• Elaboration of detailed risk analysis proposal through company requirementsand making informed recommendations.
• Binding new businesses, processing endorsements and renewals.
• Presenting quotes and reviewing rates in compliance with risk management

Bogotá, Capital District, Colombia

• In charge of commercial broker interactions to facilitate policy acquirement andpre-sale and post-sale inquiries:
• Accompanying brokers through understanding and addressing knowledge gapsin the company's insurance portfolio.
• Analyze documentation readiness to ensure success rates in the issuanceprocess leveraging company guidelines.
• Educating brokers about issued policy-specific coverage, premium values, policystatus and billing information.
• Intake of customer feedback and fulfillment of requests, such as certiJcationsand documentation as needed.
• Strict compliance of the data protection policy and handling of sensitiveinformation according to the company's policy and current regulations.

Bogotá, Capital District, Colombia

Bilingual Agent: Reception of customer calls in Spanish and English in order to give commercial assistance and technical service for cell phone products