Maria Consuelo Santos

Licensed Financial Advisor / Nurse

Paombong Bulacan,BUL

Summary

Dedicated insurance professional with over 15 years of experience in client needs analysis and relationship management. Proficient in developing tailored insurance plans, streamlining claims processes, and leveraging CRM software to enhance client interactions and satisfaction.

Overview

years of professional experience

Work History

Licesed Insurance Agent /Registered Nurse

Sun Life of Canada Phils Inc.

Malolos Bulacan

09.2018 - Current

Developed customized insurance plans to meet diverse client needs.
Performed comprehensive evaluations of clients' financial situations and risk exposures.
Guided clients through policy features, benefits, and coverage options.
Managed client relationships enhancing satisfaction and retention through consistent follow-up interactions.
Analyzed market trends to identify new opportunities for product offerings and enhancements.
Streamlined claims processes to improve efficiency and reduce turnaround times for clients.
Built strong relationships with clients through consistent communication and excellent customer service.
Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
Worked closely with other team members to optimize sales strategies and achieve regional goals.
Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.

Staff Nurse /Private Home Health Nurse

San Pascual Baylo Maternity and General Hospital

04.2007 - 09.2010

Monitored vital signs and reported significant changes to healthcare team for timely interventions.
Collaborated with multidisciplinary teams to develop and implement individualized care plans for patients.
Educated patients and families on health management, fostering understanding of treatment options and procedures.
Administered medications and treatments, ensuring patient safety and compliance with protocols.
Administered medications via oral, IV, and intramuscular injections and monitored responses.
Performed various nursing interventions such as wound dressing, vital sign monitoring, and specimen collection.
Assessed physical, psychological, physiologic, and cognitive status of patients.
Monitored patients' conditions and reported changes in physical presentation, appearance, and behavior to discuss treatment with physicians.
Implemented medication and IV administration, catheter insertion, and airway management.
Developed strong rapport with patients and families, fostering trust and open communication during challenging times.
Demonstrated excellent time management skills while juggling multiple priorities in a fast-paced environment.
Directed patient care by initiating and following through with plan of care, continuing care, and discharge instructions.
Assisted physicians with diagnostic procedures, ensuring accurate results for optimal treatment planning.
Reduced medication errors through meticulous charting and double-checking dosages.
Improved patient satisfaction scores by providing empathetic, compassionate care to diverse populations.
Provided exceptional pre-and post-operative care, reducing recovery times and complications for surgical patients.
Monitored patient reactions after administering medications and IV therapies.
Documented treatments delivered, medications and IVs administered, discharge instructions, and follow-up care.
Evaluated patient histories, complaints, and current symptoms.

Education

Bachelor of Science - Nursing

La Consolacion College ( Former Regina Carmelli College)

Malolos, Province Of Bulacan, Philippines

03.2004

Skills

Licensed insurance agent

Insurance product knowledge

Customer service

Professionalism and ethics

Customer follow-up

Client relations

Client needs analysis

CRM software

Cold calling

Referral pipeline maintenance

Insurance eligibility

Insurance coverage verification

Timeline