Shahar Moroshan
Data-driven economics & management graduate skilled in analytics and finance tools
Rishon LeZion, IL
Full time
On-site
I am a graduate in Economics and Management with a specialization in insurance and data analysis. My academic experience includes data analysis, dashboard...
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My Career Journey
1/3
Hapnix Smart
Vehicle Insurance Sales Representative
Jan 2021 - Jan 2024 | 3y
Sold vehicle insurance policies, documented processes in CRM, managed leads, and followed up with clients. Provided personalized service, negotiated and closed tailored deals while maintaining high satisfaction...
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We Call
Finance Meeting Coordinator
Jan 2021 - Dec 2021 | 11m
Initiated contact with potential clients in finance, documented activities in CRM, conducted initial screenings to identify client eligibility for services, scheduled meetings with financial advisors,...
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Israel Defense Forces
Public Inquiries Coordinator
Jan 2018 - Jan 2020 | 2y
Managed inquiries from soldiers and civilians, offering guidance and communicating with various IDF departments. Responsible for tracking cases until resolution, working with senior personnel, managing...
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Organizational Skills
Relationship Management
Prioritization
Customer Service
Accountability
Goal-Oriented
Problem Solving
Most proud of (2/3)
1st
Calmed a frustrated insurance client, clarified options, negotiated a mutually acceptable solution, and secured a policy renewal.
2nd
Managed multiple customers daily: diagnosed needs, resolved issues, met business targets, and built strong client rapport.
