Daisy Roldan is a skilled professional, working in Willis Towers Watson as a Client Manager from 2018. Daisy Roldan has earned professional experience in more than eight positions at various companies. Daisy Roldan went to the Florida International University - College of Business and was studying there from 2017 to 2017. This expert has these professional qualifications: Notary Public, State of Florida, 220 - General Lifes (Prop & Cas), and 120 - Surplus Lines. Miami, Florida is the area, where this expert was lastly known to live. This person's phone number and email can be accessed through SoftwareOfficial on demand.
Name variants:
Daysie Roldan
Last updated May 01, 2024
Contact Information
Last Update
Jul 5, 2022
Email
dr**@gmail.com
Location
Miami, FL
Company
Willis Towers Watson
Workplace
Client Manager
Work History
Client Manager
Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth.
from Feb 2018
Account Executive
355 Alhambra Cir SUITE 1201, Coral Gables, FL 33134
Market various accounts based on their needs to multiple carriers
Prepare new business proposals and renewals in a timely manner
Prepare and issue binders and policies and make sure all i...
Jan 1, 2013 — Feb 2018
Financial Analyst
Evaluate and analyze current and potential clients
Extensive underwriting and due diligence
Conduct research reports for internal and external constituents
Portfolio management and monit...
May 2012 — Jan 2013
Marketing and Policy Procurement
1180 southwest 36Th Ave SUITE 204, Pompano Beach, FL 33069
Instigated marketing campaign to attract new customers in the time period of one month, on a budget
Jan 2012 — May 2012
Account Manager
835 west 6Th St, Austin, TX 78701
Preparation of perspective investment accounts as well as the interpretation of them; monitor the performance of possible future Life Settlement purchases
Negotiate pricing with investors/...
Jul 2006 — Jan 2012
Administrative Assistant
Marketing coordinator for South America, Europe, and Asia
Operations specialist
Assistant to Vice President; coordinate business travel and meetings
Structure the relationship with exist...
Apr 2003 — Jul 2006
Front Desk Department
3225 Aviation Ave SUITE 700, Miami, FL 33133
Front desk
phone operator
pre-registering
Perform as liaison agent between doctor and family members follow up coordination
Managed medical documentations for radiologists
Handled exis...
Aug 2001 — Apr 2003
Customer Service Representative
16 Worldwide Dr, Dawsonville, GA 30534
Customer service and receptionist - Improved a disorganized, inefficient filing system by developing a simple but sophisticated functional-coding system
Sep 2000 — Aug 2001
Education
from 2015
2012 — 2012
2005 — 2005
Occupations
Sales Specialist
Client Manager
Accountant
Finance and Accounting Specialist
Account Service Manager
Client Service Officer
Customer Service
Accounting Bookkeeper
Bookkeeper
Skills
Insurance
Pricing Analysis
Insurance Law
Pricing Negotiation
Trade Shows
Market Analysis
International Relations
Compliance
Credit Risk
Due Diligence
Country Risk Analysis
Customer Relations
Notary Public
Disability Insurance
Management
Fixed Annuities
Customer Service
Negotiation
Real Estate
Analysis
Brokers
Pricing Strategy
Strategic Financial Planning
Portfolio Management
Financial Planners
Life Insurance
Sales
Finance
Term Life Insurance
Underwriting
Investments
Health Insurance
Long Term Care
Wealth Management
Marketing
Customer Relationship Management
Financial Planning
Working With Brokers
FAQs about Daisy Roldan
What is the main profession of Daisy Roldan?
Daisy is a Client Manager.
What are the profession of The professional?
These person's professions are Sales Specialist and Client Manager
Where does Daisy Roldan live?
Miami, Florida is the place where Daisy Roldan currently lives
Does the expert have the email address?
dr**@gmail.com is Daisy's email address.
Where did Daisy Roldan work?
Daisy Roldan worked at Willis Towers Watson, Sema Insurance.
Where has Daisy Roldan studied?
Daisy studied at the Florida International University - College of Business from 2017 to 2017.
Are there any certifications Daisy Roldan has?
This professional received the following certifications: Notary Public, State of Florida, 220 - General Lifes (Prop & Cas), 120 - Surplus Lines, License W049533, and License Ee168204.
What languages does Daisy Roldan speak?
Daisy Roldan speaks Spanish and English.