Michael Campos
CEBU CITY (Capital)
Summary
With a proven track record at Axa Philippines, I excel in building client relationships and enhancing customer satisfaction through personalized insurance solutions. Expert in client needs analysis and insurance sales strategy, I've significantly expanded client bases and fostered loyalty by prioritizing professionalism and ethics.
Overview
34
34
years of professional experience
Work History
Insurance Agent
Various Non-life Insurance Companies
04.2001 - Current
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
FINANCIAL ADVISOR, UNIT MANGER
Axa Philippines
09.2006 - 07.2022
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Insurance Agent
Prulife UK
09.2004 - 09.2007
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
Insurance Agent
Philam General Insurance
03.1996 - 02.2002
- Maintained high standards of customer service by building relationships with clients.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
Insurance Agent
Philamlife
01.1991 - 02.1996
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
Education
Bachelor of Arts - Marine Transportation
University of Cebu
Cebu City, Province Of Cebu, Philippines03-1980
Skills
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Customer follow-up
- Client relations
- Auto insurance
- Client needs analysis
- Client retention
- Upselling
- Negotiation
- CRM software
- Health insurance
- Policy renewals
- Property insurance
- Marketing management
- Regulatory compliance
- Leads prospecting
- Business planning
- Cold calling
- Insurance sales strategy
- Client assessment
- Property examination
- Insurance product promotion
- Relationship building
- Critical thinking
- Policy Knowledge
- Property and casualty insurance
- Client prospecting
video editing, social media marketing, youtube Marketing, Tiktok Marketing
We are in the age of AI. We need to upgrade our skills and redirect our prospecting skills towards attraction marketing, whereby we attract prospective clients in TikTok, You Tube, Shorts, Reels, Facebook ads. We offer our professional skills thru these digital networks, because that's where the people are now. They are now called Netizens because they are always there on the world of the internet.
Timeline
FINANCIAL ADVISOR, UNIT MANGER
Axa Philippines
09.2006 - 07.2022
Insurance Agent
Prulife UK
09.2004 - 09.2007
Insurance Agent
Various Non-life Insurance Companies
04.2001 - Current
Insurance Agent
Philam General Insurance
03.1996 - 02.2002
Insurance Agent
Philamlife
01.1991 - 02.1996
Bachelor of Arts - Marine Transportation
University of Cebu
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