JOHN GERALD CALISAY
Malabon, Metro Manila
Summary
Experienced with building and maintaining client relationships to drive insurance sales. Utilizes effective communication and negotiation skills to tailor insurance solutions to individual client needs. Track record of consistently achieving sales targets and enhancing client satisfaction through personalized service.
Overview
8
8
years of professional experience
1
1
Certification
Work History
INSURANCE SALES SPECIALIST
CEBUANA LHUILLIER INSURANCE BROKERS INC
11.2023 - Current
- Focusing on building long-term relationships with clients through trustworthiness, professionalism, understanding their needs thoroughly
- Streamlining application processes by efficiently collecting information from clients and submitting accurate documentation to carriers in a timely manner
- Generating new leads for potential clients with collaboration with branches through effective networking and relationship-building techniques
- Establishing rapport with branches by listening attentively to their needs, ensuring a high likelihood of converting them into sales and good customer satisfaction
- Increasing client satisfaction by providing personalized insurance solutions to meet their unique needs
- Mentoring branch personnel by sharing best practices and expertise to help them succeed and achieve common goals
- Resolving customer complaints or inquiries promptly, demonstrating excellent customer service skills and commitment to client satisfaction
- Achieving sales targets consistently by utilizing strong product knowledge and persuasive communication skills
Senior Accounts Specialist
TRINITY INSURANCE AND REINSURANCE BROKERS INC
06.2021 - 07.2023
- Developed and deepened relationships with key customers by closely monitoring projects, providing information and resolving concerns
- Engaged in daily communication with clients to establish and maintain positive working relationships
- Developed customized proposals that effectively communicated the value of the company's offerings and addressed clients' specific pain points, resulting in increased win rates.
- Seek endorsement from BU Head if necessary
- Monitor and manage activities pertaining to new business and renewal activities of the group and ensures they are attended efficiently and effectively within the approved turnaround time;
- Conducts policy audit of assigned accounts for renewal and checks correctness of information
- Perform other duties that may be assigned from time to time
- Negotiated contracts with clients, securing favorable terms and conditions for both parties
- Established trust-based partnerships with clients by consistently demonstrating expertise in their industries and understanding their unique needs.
- Resolved escalated issues quickly, maintaining positive client relationships while safeguarding company interests.
Bancassurance Sales Executive
BPI-Philam Life Assurance
06.2017 - 02.2021
- Organized presentations at bank branches to promote Bancassurance products, educating both bank employees and customers on the benefits of these offerings.
- Enhanced product knowledge by attending regular training sessions, staying updated on industry trends, and participating in webinars to ensure accurate information was provided to clients.
- Increased Bancassurance product sales by effectively identifying customer needs and presenting appropriate solutions.
- Improved overall productivity by tracking daily activities and adjusting work routines as needed to maximize efficiency.
- Managed a diverse portfolio of clients from various backgrounds and industries, adapting sales approaches to suit their unique needs and preferences.
- Mentored new team members on best practices for Bancassurance sales success, sharing insights from personal experiences in the field.
- Assisted clients in filing claims and navigating the claim settlement process, ensuring a smooth experience during difficult times.
- Developed a pipeline of potential customers through networking, prospecting, and cold calling efforts.
- Conducted regular policy reviews with existing clients to identify gaps in coverage or opportunities for upselling additional products.
- Delivered exceptional customer service by addressing client concerns promptly and maintaining open communication channels throughout the sales process.
- Met or exceeded monthly sales quotas consistently by implementing effective sales strategies and managing time efficiently.
Education
Bachelor of Science - Nursing
OUR LADY OF FATIMA UNIVERSITY
Valenzuela, Metro Manila, Philippines03-2016
Skills
- Goal-Oriented
- Policy analysis
- Follow-up skills
- Insurance sales
- Product Knowledge
- Customer Needs
- Risk Management
- Marketing
- Management
- Licensed insurance agent
- Excellent communication
- Continuous improvement
Certification
- IIAP Basic Non Life Seminar, Insurance Institute of Asia and the Pacific, 07/10/17 - 07/25/17
- Intermediate Course on Miscellaneous Casualty Insurance, 07/15/19 - 07/19/19
Timeline
INSURANCE SALES SPECIALIST
CEBUANA LHUILLIER INSURANCE BROKERS INC
11.2023 - Current
Senior Accounts Specialist
TRINITY INSURANCE AND REINSURANCE BROKERS INC
06.2021 - 07.2023
Bancassurance Sales Executive
BPI-Philam Life Assurance
06.2017 - 02.2021
Bachelor of Science - Nursing
OUR LADY OF FATIMA UNIVERSITY
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