MARGARITA GRACE AGUILAR
INSURANCE BROKERS
San Jose Del Monte, Province Of Bulacan
Summary
Energetic and analytical professional with strategic mindset and strong foundation in leadership and management. Possesses deep understanding on insurance program in the market. Developed strong leadership and strategic planning skills within high-paced insurance environment. Demonstrated ability to manage teams, oversee compliance, and analyze financial data effectively. Seeking to transition into new field where these transferable skills can drive success and innovation.
Overview
12
12
years of professional experience
2
2
Certificates
Work History
ASSISTANT VICE PRESIDENT - EB DEPARTMENT
AFDR INSURANCE BROKERS INC.
10.2012 - Current
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Provided comprehensive reporting on accounts utilization, enabling clients to make data-driven decisions about their insurance program.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
Education
Bachelor of Science - Nursing
OUR LADY OF FATIMA UNIVERSITY
Quezon City, Metro Manila, Philippines 04.2001 -
Skills
Corporate presentations
Accomplishments
- Registered Nurse in the Philippines = Board passer June 2011
- 264th Basic Non-Life Insurance Course = Passed the Exam
Certification
Speech Enhancement with Business Writing
Timeline
Ethics, Privacy, and Employee & Client Data Management
02-2024
Speech Enhancement with Business Writing
03-2022
ASSISTANT VICE PRESIDENT - EB DEPARTMENT
AFDR INSURANCE BROKERS INC.
10.2012 - Current
Bachelor of Science - Nursing
OUR LADY OF FATIMA UNIVERSITY
04.2001 -
Similar Profiles
Charlene Ruth AsarisCharlene Ruth Asaris
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers
Biman DeyBiman Dey
Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)Regional Business Development Manager at Good insurance brokers private limited(Heart beat brokers)
Sabir ShaikhSabir Shaikh
Assistant Manager at Athena Insurance and Re-insurance Brokers Pvt LtdAssistant Manager at Athena Insurance and Re-insurance Brokers Pvt Ltd
Maria Teresa CruzMaria Teresa Cruz
Software Engineer at AccentureSoftware Engineer at Accenture
Marvin GregorioMarvin Gregorio
Application Development Team Leader at Citigroup Services and Technology (China) LimitedApplication Development Team Leader at Citigroup Services and Technology (China) Limited