Marlene Guzman Email & Phone Number

Houston, Texas, United States

Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing onesBreed productive relationships to create a pool of prospective clients from various sources by networking, cold calling, using referrals etcEvaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteriaWork with clients to deliver risk management strategies that fit their risk profilesReport the progress of monthly/quarterly initiatives to stakeholdersMaintain bookkeeping systems, database and recordsMonitor insurance claims to ensure mutual satisfactionAchieve customer acquisition and revenue growth objectivesConstantly update job knowledge and learn about new products and servicesFulfill all policy requirements

preparing, typing and routing correspondence and reports, and organizing and maintaining files. receiving office visits and handling telephone communications. YNs operate personal computers, word processors, duplication, audio-recording and other office machines. Perform office personnel administration, maintain records and official publications, and perform administrative functions for legal proceedings. Serve as office managers and perform other various clerical and administrative duties.

Associate Of Science (A.S.), Biology, Accounting

Education record