Sonila Ceka
Nice
Summary
Spécialiste en vente et support dans le secteur des assurances avec 6 ans d'expérience dans la comparaison, vente en ligne et gestion des assurances en Suisse. Expérience en assurance maladie (LAMal), prévoyance professionnelle (LPP), AVS, AI, LAA, responsabilité civile et autres. Forte capacité à accompagner les courtiers et à conseiller les clients dans le choix de leurs assurances. Compétences solides en négociation, relation client, et vente à distance.
Overview
15
15
years of professional experience
Work History
Experienced Financial Advisor | Expert in Investme
Travailleur Indépendant · Freelance
01.2022 - Current
- Worked with clients to support understanding of rationale and details of financial strategies.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
French Sales/Support - Courtier Indépendant En Assurances
Visana Services AG
09.2009 - 06.2015
- Vente en ligne d’assurances maladie de base (LAMal), assurances complémentaires, accidents, prévoyance (LPP) et vie
- Réalisation de comparatifs d'assurances pour les clients et optimisation des contrats en fonction de leurs besoins
- Assistance aux clients pour les changements d’assurances à distance, coordination avec le courtier indépendant pour la signature des contrats
- Collaboration avec des compagnies d'assurance comme Swiss Life, AXA, Zurich Insurance Group, Allianz, Groupe Mutuel, CSS Assurance, Helsana, etc.
- Worked effectively in fast-paced environments.
- Worked flexible hours across night, weekend, and holiday shifts.
- Worked well in a team setting, providing support and guidance.
- Applied effective time management techniques to meet tight deadlines.
- Gained extensive knowledge in data entry, analysis and reporting.
Sales and Marketing - Visana Services AG
Visana Health
09.2009 - 06.2015
- Développement des stratégies de vente et de marketing pour les produits d'assurance (maladie, vie, prévoyance)
- Gestion des relations clients, support dans la souscription des assurances et résolution des problèmes liés aux contrats
- Utilisation des outils G Suite et Pack Office pour la gestion quotidienne des tâches administratives et de suivi.
- Collaborated with leadership to identify marketing and communication needs for team and stakeholders.
- Built diverse and consistent sales portfolio.
- Developed, maintained and utilized diverse client base.
- Contributed to event marketing, sales and brand promotion.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Senior Account Manager
BDSWISS
06.2015 - 12.2022
- Stakeholder Management: Demonstrable ability to communicate, present, and influence key stakeholders at all levels, including executive and C-level management.
- CRM Proficiency: Extensive experience with CRM software such as Salesforce, Zoho CRM, and HubSpot.
- MS Office Expertise: Proficient in MS Office, particularly MS Excel.
- Client-Focused Solutions: Proven track record in delivering solutions tailored to customer needs.
- Project Management: Ability to manage multiple account management projects simultaneously, maintaining sharp attention to detail.
- Communication: Excellent verbal and written communication skills, with strong listening, negotiation, and presentation abilities.
- Attention to Detail: A sharp eye for detail with the ability to concentrate for extended periods and work accurately.
- Time Management: Strong organizational and time-management skills to meet deadlines effectively.
- Spelling, Grammar & Punctuation: Sound knowledge of spelling, grammar, and punctuation, ensuring clear and professional communication.BA/BS in Business Administration, Sales, or Relevant Field
Education
Master 1 - Gestion d'entreprise
Tirana Business University College
01.2021
CAP - Forex CFD Training
BDSwiss Holding PLC
01.2017
Master 2 - Enseignement du français
Université de Tirana
01.2013
Skills
- Insurance Expertise: Health (LAMal), Life, AVS, AI, LPP, LAA, RC
- Online Sales & Product Comparison: Experience in selling, comparing, and managing insurance products
- Client Relationship & Negotiation: Strong in client management, negotiation, and retention
- Broker Support: Assisted brokers with case management and follow-ups
- Office & CRM Tools: Proficient in G Suite, Microsoft Office, and CRM systems
- Risk Analysis & Claims Management: Skilled in assessing risks and handling claims efficiently
- Swiss Regulations: In-depth knowledge of Swiss insurance laws
- Multilingual: French, English, Albanian, Italian
- Trend analysis expertise
- Client Relations
- Planning for retirement
- Insurance decisions
- Managing wealth
- Making insurance decisions
- Funding education
- Financial Services
Websites
Languages
Français
Anglais
Albanais
Italien
References
Disponibles sur demande.
Availability
Immédiate
Timeline
Experienced Financial Advisor | Expert in Investme
Travailleur Indépendant · Freelance
01.2022 - Current
Senior Account Manager
BDSWISS
06.2015 - 12.2022
French Sales/Support - Courtier Indépendant En Assurances
Visana Services AG
09.2009 - 06.2015
Sales and Marketing - Visana Services AG
Visana Health
09.2009 - 06.2015
CAP - Forex CFD Training
BDSwiss Holding PLC
Master 2 - Enseignement du français
Université de Tirana
Master 1 - Gestion d'entreprise
Tirana Business University College