CV, Experienced Insurance Customer Service Agent

Available

Serial No: 48144

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Skills keywords: insurance sales

Short Bio:

I have been working in the Italian Insurance market for more than twenty years, and thirteen for the same Company.
Two years ago I moved to Switzerland for family reasons.
I am multilingual - French, Swiss and Italian.

Current location:  Valais, Switzerland - View on map

Nationality: Italian

Preferred Sector of Employment:  Banking Insurance and Financial Services

Spoken languages: english, french, italian

Location I am interested in working: Anywhere

PROFESSIONAL EXPERIENCE

10/2014 – 07/2015
AVOCIS AG, LAUSANNE, SWITZERLAND
CUSTOMER SERVICE AGENT

Customer service to clients speaking French, Italian and English.

IT problem solving concerning internet, phone and television contracts.

External technicians calls when requested.

5/2014 – 9/2014
CONSTRUCTION COMPANY, SAXON, SWITZERLAND
PROJECT MANAGER

Internal and external procedures revision project.

External Area (construction sites, warehouse, workforce)

As is and to be analysis. Revision draft for new planning and control.

Internal Area (Accounting)

As is and to be analysis. Documental flow study. Costs and revenues draft administration.

7/2001-4/2014
ERGO PREVIDENZA S.p.A., ERGO ASSICURAZIONI S.p.A., ERGO ITALIA DIRECT NETWORK S.r.l., MILAN, ITALY
DISTRIBUTION (SALES) DEPARTMENT
HEAD OF SALES CONTRACTS

Sales Contracts Area

Organizational and developing activities administration of all sales networks (Traditional Agencies, Structured Networks, Direct Networks, Financial Institutions, Bank Insurance, Brokers and new channels); new agencies opening, intermediary agreements issue, all formal contracts management in respect of the relationship between the Companies and the Agent. Extraordinary agreement and private writings study. Sales Department representation in the frequent and periodic relationship with the Italian Insurance Regulatory and Surveillance Bureau (IVASS).

Planning and controlling Area

Planning, incentive and controlling activities administration (analysis of figures, single or national Incentive Plans issue). Acquisition costs report, quarterly updated.

Commercial Legal Assistance (between March 2003 and July 2005)

Agent and Life Customer Litigation Activities responsibilities, with daily contacts with Advocates and Legal Consultants.

1991 to 7/2001
DUOMO ASSICURAZIONI S.p.A., CASSA GENERALE DI ASSICURAZIONI S.p.A., MGF VITA ITALIA S.p.A., VECCHIA MUTUA GRANDINE ED EGUAGLIANZA, MILAN, ITALY
SALES DEPARTMENT AND PLANNING OFFICE
SENIOR ANALYST

From 1/1998 to 7/2001

Optimization process and procedure activities to analyse sales figures processed by the Milan HQ or by the single agencies.

Monthly deep reports sent to the Sales Manager and to the Co-Managing Director concerning accounting premiums (issued, collected and backlogs) and portfolio premiums (new business and lapses), direct costs (commissions, incentives, start up, organizational and rent contributions).

General business agency balance sheet. Historical trends study for the new business annual targets. Incentive programs administration.

Sales Network Management Office
From 12/1993 to 12/1997

Office responsible

Traditional Agencies organization and management.

Accounting Inspector
Until 11/1993

Sales Network support, controlling and checking accounting figures, in all the Italian territory and in particular in north-west region.

DETAILS OF FURTHER EXPERIENCE CAN BE PROVIDED UPON REQUEST