Rose Schwartz Dan Email and Phone Number

With 7 years of experience in the insurance and finance industry, I began my career as a Customer Service Representative at Menora Mivtachim Insurance Company. Following that, I worked for 5 years as a Department Manager at an insurance agency, where I was responsible for claims handling, customer service, and operations across various fields: pensions, finance, and insurance.Currently, as part of Probit Group, I provide my clients with unique terms and agreements with leading insurance companies and investment houses in Israel. My expertise includes financial, insurance, and pension management, tailoring unique solutions to meet each client’s needs. In my work, I conduct a comprehensive analysis of client portfolios and provide consulting in various areas:-Pension: Pension funds, provident funds, and executive insurance.-Finance: Study funds, investment provident funds, and savings policies.-Insurance: Health, life, mortgage, loss of work capacity, long-term care, personal accident, and travel insurance.My approach focuses on creating personalized solutions that address the diverse needs of clients in the pension, insurance, and investment markets.