Insurance Development Manager/ Bank Teller
Resume:
Jocelyn Guelos Gomez
London Ontario Canada N*Y*A* / 226-***-****
*******************@*****.***
Insurance Manager/ Bank Teller/ Sales
PROFESSIONAL SUMMARY
More than 6 years experienced as an Insurance Development Manager with excellent background in customer service, exceeding client expectation from initial contract to post-sales follow up. Has the ability to identify client needs, make recommendation and implement effective solutions. Highly skilled in developing rapport, self- starter and persuasive communicator with extensive knowledge of life insurance plans. I am goal- oriented person with proven track record of being excellent and top sales manager in UAE.
SKILLS SUMMARY
Customer and Personal Service
Time Management
Market Growth
Account Retention
Financial Negotiation
Staff Training
Phone Sales
Plan Development
EXPERIENCE
INSURANCE DEVELOPMENT MANAGER Nov 2015 to Apr 2022 ORIENT INUSRANCE PJSC BY AL FUTTAIM GROUP- ABU DHABI UAE
Build a strong team of Insurance Sales Advisors and leading the team.
Achieving growth and hit sales target by successfully managing the sales team.
Assisting the advisors through lead generation, sales calls, and processing of the business.
Developing a sales strategy to achieve organizational sales goals and revenues.
Ensuring that all advisors are well trained by providing a correct financial solution to the clients.
Achieving own monthly, quarterly, and annual sales targets.
Doing daily morning huddle to review each advisors’ activities and monitor the sales team.
Making sure that all advisors are successful and earned huge commission month on month.
EXPERIENCE CONTINUED
PHILIPPINES NATIONAL BANK Aug 2011 to Sept 2015
ON-LINE TELLER/ SENIOR CLERK- PASAY PHILIPPINES
Serves customer by completing account transaction.
Provide account services to customer by receiving deposits, cashing checks and issuing savings withdrawals.
Cross-sells bank products by answering inquiries, informing customer of new services and products promotions, and assisting customer’s needs.
Reconciles cash drawer by proving cash transactions, counting, and packaging currency and coins.
Maintains customer confidence and protects bank operations by keeping information confidential.
Maintain accurate checking on all end of day reports and rectifying of highlighted discrepancies to ensure all controls and procedures are adhered to
Check counterfeit currencies, checks and identities.
Provide a high level of customer service, providing answers and assistance with a smile
BDO UNIBANK, INC. Jul 2007 to Oct 2009
JUNIOR NEW ACCOUNTS TELLER/ STAFF 2
CONGRESSIONAL-MINDANAO AVENUE
Perform start and end of the day banking activities.
2.1 Checks for completeness and accuracy of information in the transaction slip.
2.2 Verifies if the cash/ check received from the client or paid out to client tallies with the amount indicated in the transaction slips
Processes over the counter transactions pertaining to deposits, payments, and foreign.
Responsible for signature verification and approval of transactions within authorized limits.
Ensures that transactions beyond the teller’s authorized limits are approved by an authorized officer before paying out to client.
Generates reports.
Performs other duties as may be assigned from time to time.
EXPERIENCE CONTINUED
MC DONALD’S PHILIPPINES May 2006- Jul 2007
SWING MANAGER- COMMONWEALTH PHILIPPINES
Leads Crew Members and directs all daily operations of the restaurant in the absence of the General Manager including supervising and training employees, opening and closing the store, ensuring all food preparation is complete, managing employee breaks and shift changes, and completing shift summary reports. lead shifts every week
Motivates and coaches Crew Members and assists in the training of new Crew Members.
Works as a team player to support other employees in completing their tasks.
Ensures that the Occupational Safety and Health Act, local health and safety codes, and
company safety and security policies are followed.
MC DONALD’S PHILIPPINES Mar 2003- May 2006
SERVICE CREW & MRM - COMMONWEALTH PHILIPPINES
Taking orders of the customer accurately.
Follow the instructions as laid down by the licensee, manager, crew trainer or any other authorized person
Doing the up selling to make more sales
to deliver accurate, friendly, and fast customer service
Ability to work as member of a team
REWARD AND ACHIEVEMENTS
3 Consecutive years as a number one Insurance Manager from 2019 till 2021
Top Insurance Manager in Persistency
Highest Gross Selling Team
Top Insurance Advisor from 2016 till 2018
EDUCATIONAL ATTAINMENT
2002 – 2006- BS in Business Management major in Marketing Management
La Consolacion College Manila, Philippines
Personal Information's
Birthday: June 11, 1985
Civil Status: Married
Spouse name: Mark Anthony D. Gomez
Sex: Female
Citizenship: Filipino Visa status: Open work permit
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