Jonathan Raymundo

Insurance Broker @Premier Financial Alliance

US

Client Consultation and Needs Assessment: Provided personalized consultations to clients, helping them identify life insurance and financial planning solutions tailored to their specific goals. Sales and Relationship Management: Built and managed a book of business by cultivating strong client relationships, ensuring client retention, and expanding coverage opportunities through referrals and upselling. Data Management and Reporting: Analyzed client data to identify coverage gaps, presented actionable insights, and created reports to support client decision-making.Compliance and Regulatory Knowledge: Ensured all processes adhered to insurance industry regulations and maintained accurate, up-to-date client documentation. Cross-Department Collaboration: Worked closely with underwriters and claims specialists to streamline the policy issuance and claims handling process, improving customer satisfaction.