Review and verification of documents. Results-oriented CRM and Forecast management. Hubspot Management. High empathy with the client. Exit strategies and/or sales teams. Business analysis. Constant training to internal and external clients Asserted communication. Provide supervision and support during the first weeks of the internal and external client onboarding process.
Evaluate the risks of an insurance contract Promote and market the products of the comprehensive portfolio of the different insurers (Suramericana SA, Axa Colpatria, Seguros Bolívar, Allianz, MedPlus) Customer prospecting. Opening of new markets (B2B-B2C) Advise the user on the use of the purchased service. Consultative sale. After sales service. CRM management. Report update.