Experienced banking and insurance professional with a proven track record in client relationship management and risk assessment. Skilled at identifying client needs and tailoring personalized insurance plans to meet specific requirements. Recognized for reliability and adaptability, consistently fostering a collaborative team environment to successfully navigate changing demands within the industry.
1.Introduction to Life Insurance and Retirement Savings.
2.Fundamentals of Insurance Brokers.
3.Insurance Underwriting Principles and Practices.
4.Fundamentals of Insurance Claims Handling.
5.Risk Management: Managing Life Cycle Risks.
6.Risk Management: Insuring Against Risk