Ivan Trogrlić

International Insurance & Financial Advisor at Swiss Prime International AG
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Contact Information
us****@****om
(386) 825-5501
Location
Switzerland, CH
Languages
  • Engels Professional working proficiency
  • Kroatisch Native or bilingual proficiency
  • Nederlands Native or bilingual proficiency
  • Duits B1 Professional working proficiency
Skills

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5.0

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Lidija Markovic

Ik ben jarenlang een vaste klant bij Ivan en ben erg tevreden met de service. Hij heeft me altijd van goed advies op maat voorzien, waarbij hij heel duidelijk de keuzes toelicht zodat ik de juiste beslissing kan nemen. Altijd klantvriendelijk en gefocust op het ontzorgen van de klant, erg tevreden mee!

Mario Marković

Geholpen door Ivan, Super service inmiddels alle verzekering ook bij Ivan afgesloten. Zeer klant gericht en de kennis van zijn vak en branche is gigantisch. Als je expertise, klant vriendelijkheid zoekt ben je zeker op het juiste adres bij Ivan (Assurantie kantoor de Oude Rijn).

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Credentials

  • Goethe-Zertifikat B1 Deutsch
    Goethe-Institut e.V.
    Sep, 2022
    - Nov, 2024
  • WFT Consumptief Krediet
    Exameninstituut Beroepsonderwijs Financiële Sector (EBFS)
    May, 2010
    - Nov, 2024
  • WFT Basis
    WFTNIVO
    Dec, 2009
    - Nov, 2024
  • WFT Schadeverzekeringen Inkomen
    Opleidingsinstituut Lindenhaeghe
    Jun, 2009
    - Nov, 2024
  • WFT Schadeverzekeringen Particulier
    Exameninstituut Beroepsonderwijs Financiële Sector (EBFS)
    Jun, 2009
    - Nov, 2024
  • WFT Schadeverzekeringen Zakelijk
    Exameninstituut Beroepsonderwijs Financiële Sector (EBFS)
    Jun, 2009
    - Nov, 2024
  • WFT Consumptief Krediet
    Opleidingsinstituut Lindenhaeghe

Experience

  • Swiss Prime International AG
    • Switzerland
    • Insurance
    • 1 - 100 Employee
    • International Insurance & Financial Advisor
      • Aug 2023 - Present

      Swiss Prime International is a privately owned insurance brokerage & financial consultancy, offering customers a wide selection of financial products and services including short and long term insurance, pension and tax consulting, and a range of advisory services. We offer advice to Swiss locals and expatriates in Switzerland or those working globally. Swiss Prime International is a privately owned insurance brokerage & financial consultancy, offering customers a wide selection of financial products and services including short and long term insurance, pension and tax consulting, and a range of advisory services. We offer advice to Swiss locals and expatriates in Switzerland or those working globally.

  • Assurantiekantoor De Oude Rijn
    • Financial Services
    • 1 - 100 Employee
    • Owner, partner at Assurantiekantoor De Oude Rijn
      • Jan 2014 - Aug 2023

      Co-owner / Insurance and Financial Advisor in Private and Business Insurance.

    • Insurance Financial Advisor
      • Aug 2010 - Aug 2023

      Underwriting & Insurance Specialist for private and business Insurance. Analyzing customer inquiries by providing information on products/servicesProviding information to customers in response to customer inquiries on products/services, converting a high percentage to new sales opportunitiesLiaising with insurance companies through online insurance interfaces, emails and via phone calls.Finding the best insurance deals available for a wide range of clients.Responding quickly to customer enquiries made about their insurance policies.Explaining what a policy covers to clients.Establishing a client’s insurance needs by asking them relevant questions.Quickly following up all potential leads.Maintain accurate and relevant customer administrative records. Show less

    • Commercial Employee Back Office
      • May 2007 - Aug 2010

      I was mainly involved in the management and correct processing of daily insurance and additional administrative matters (entering insurance into the system, processing payments, processing received documentation, entering claims into the system) Other relevant insurances and additional administrative matters.

  • Eurocross Assistance
    • Netherlands
    • Insurance
    • 100 - 200 Employee
    • Administrative Assistant
      • Jun 2008 - Sep 2010

      Responsible for all administrative work for the insurance company of Eurocross Assistance Netherlands. • Administration procedures. • Taking care of telephone correspondence. • Maintaining accounts receivable and/or accounts payable. • Registration of the new claims. • Enter offers into the system. • Place e-mails from the general inbox to the correspondent receiver. • Create new files following new notifications via e-mail. Responsible for all administrative work for the insurance company of Eurocross Assistance Netherlands. • Administration procedures. • Taking care of telephone correspondence. • Maintaining accounts receivable and/or accounts payable. • Registration of the new claims. • Enter offers into the system. • Place e-mails from the general inbox to the correspondent receiver. • Create new files following new notifications via e-mail.

  • Hoogvliet supermarkt
    • Netherlands
    • Retail
    • 700 & Above Employee
    • Supervisor of the Filling Team
      • Aug 2005 - Sep 2010

      Part-time job as supervisor of the Filling Team at Hoogvliet, responsible for arranging all business related to filling products. Managing staff at Hoogvliet to get everything done on time and organized on shelves. Make daily planning and other relevant matters. • Maintenance of the store. • Controlling and restocking be commodity, and cleaning. • Managing the inventory and the warehouse. • Goods receiving department. • Managing and coaching group of employees. • Customer contact. • Security maintenance of the store. Show less

Education

  • Commercieel medewerker bank- en verzekeringswezen MBO niveau 4 bij Id-College Katwijk
    MBO
    2007 - 2010
  • Andreas College Rijnmond
    Voortgezet middelbaar onderwijs (VMBO)
    2003 - 2007
  • Opleidingsinstituut Lindenhaeghe
    Adviseur Schadeverzekeringen Zakelijk.
  • Opleidingsinstituut Lindenhaeghe
    Adviseur Schadeverzekeringen Particulier.
  • Opleidingsinstituut Lindenhaeghe
    Adviseur Basis.
  • Opleidingsinstituut Lindenhaeghe
    Adviseur Inkomen.
  • Opleidingsinstituut Lindenhaeghe
    Adviseur Zorgverzekeringen.

Community

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