Michael Kessler Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

San Francisco Bay Area

Job Accountabilities - Measure exposure, analyze risk, Price, Quote and set coverage - Decline - Negotiate terms/conditions - Service account - Processing - Manage agencies - Cancellations - Manage profitability - Renewal underwriting - Apply principle/practices to insurance - Participate in marketing presentations to assigned agents/brokers - Promote.

San Francisco Bay Area

• Service the needs of the customer and support others who maintain relationship with customers
• Respond to inquires quickly and completely, provide status updates
• Recognize and respond to or refer opportunities
• Identify and resolve problems by referring to policies, procedures, standards
• Take action to improve professional performance and manage personal development
• Determine appropriate course of action

Zürich Area, Switzerland

• Customer consultant for non-life and life insurance products
• Developed risk plans for private and corporate clients and advised them in insurance questions such as pension plans, healthcare, liability, travel, legal protection, and property insurance matters
• Successfully managed a customer portfolio of over 500 clients, with an increase of 80 clients in one and a half year

Zürich Area, Switzerland

• Worked in several departments: internal audit, stock exchange, accounting, tax, and customer consulting
• Assured compliance of the banks’ activities with internal and external regulations
• Managed the banks invoice system and ensured payments were made in a timely and efficient manner
• Prepared tax statement for our customers by checking the trades of sell and buy in their securities
• Prepared PowerPoint, Word, and Excel documents for our customer consultant meetings

Zürich Area, Switzerland

• Developed customer relations resulting in a consistent international clientele that regularly visited our store and an increase in turnover to over 50%
• Responsible for purchasing the store’s inventory and ensured compliance with monthly budget
• Sales consultant for all of our articles with a monthly average turnover of USD 100,000
• Managed daily accounting activities including cashing up by the end of the day to make sure the till was correct and depositing the money in the bank