Financial
Insurance

Jurisdictions:

Degrees and membership of associations:

Areas of expertise:

Foundations

Years of practice in his field:

25 Years

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About

We work with an expert who has over twenty-five years of experience in the insurance market. The first half, he worked as a claim’s manager at Interoceánica de Seguros, an insurance company. In this role, he learned how to manage to a great extent different policy procedures. After working in this position for about two years, he joined Assicurazioni Generali. At Generali, he became manager of life insurance agencies.

Thanks to his position, he had the opportunity to gain a deeper understanding in different areas such as conservation, accounting and the technical department. He succeeded at training the sales agents and pursuing the sales quotas obtaining monthly and annual recognitions.

After nine years at Generali, he decided to pursue a career as an independent insurance broker. Working in this new role he serves his clients with life, health, auto, home and business insurance. He also plays the role of an advisor to families, individuals, business owners, executives, and entrepreneurs. He makes use of his acquired knowledge and expertise to sell policies that fit the individual needs of his clients, focusing in building long-term relationships as well as providing excellent customer service. He also meets with clients to determine new insurance needs and recommend more suitable plans. His dedication to customer satisfaction has earned him excellent ratings in policy conservation.

Currently, he is focusing in long-term life insurance with pay in advance options, disability, and quality products for retirement needs.

He is currently offering insurance services in Panama through our Mundo network and to our readers.

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