“A One Stop Life Insurance Resource.”

Professional Talent

Delia M. Velazquez

Delia M. Velazquez

Phone: 210-668-5530

Sales Support/Strategic Planning/Operational Analysis/Customer Service

 

Professional Summary: Results-driven Mission & Vision Development Professional eager to offer cross-functional leadership and communications talents toward supporting an employer in achieving above plan performance objectives. Proven experience maintaining strong professional relationships with co-workers, managers, and executives within a corporate environment.

 

Strategic Relationship Manager

EMSI 2013 – 2020

  • Worked closely with strategic EMSI clients
  • Lead monthly calls with clients, reviewing prior month’s stats, issues, new/ongoing projects, review of short/long term goals, updates on new/enhanced product offerings and upcoming innovations
  • Attended Insurance industry events/meetings, i.e., AHOU, TWUC, CTHOULA, manning booth, attending breakout sessions and meeting with clients
  • Assisted in preparing PowerPoint presentations for existing clients as well as prospective clients
  • Created accounts for new clients or new/additional products for existing clients
  • Trained new client and/or new client staff on how to navigate, place orders, view status on the EMSI portal
  • Assisted in generating/distribution/review of monthly reports for clients
  • Tracked issues reported by clients, looping in the appropriate party and assisted in resolution as well as reviewed for possible trends
  • Reviewed contracts for adherence to any client SLA’s
  • Served pm several internal committees – CEO Club and Contract Process Review
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