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Konrad JakubówKJ
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Konrad Jakubów

@konradjakubw

Insurance Service Specialist at VeloLeasing / Marsh who maintained client coverage and negotiated policy changes with insurers.

Poland
Message

At VeloLeasing / Marsh, I monitored policy renewal deadlines to help maintain continuous coverage for fleet and individual clients. I was the first phone contact for about 80 clients per week, handling policy enquiries and building client relationships.

I also negotiated policy changes and cancellations with insurers on clients’ behalf. My relationships with insurer account managers helped secure faster settlements and premium refunds.

At PKO Leasing, I sold leasing and insurance through active B2B sales and a vendor channel of partner dealers. I also analysed business clients’ financial documentation for leasing credit decisions.

Alongside my insurance and leasing work, I build Python-based automation projects, including a financial markets analysis system and a Telegram nutrition and training agent. I hold a BSc in Finance and Accounting from Wroclaw University of Economics and Business.

Experience

Work history, roles, and key accomplishments

VM

Insurance Service Specialist

VeloLeasing / Marsh

Mar 2025 - Sep 2026 (1 year 6 months)

Ensured continuous coverage for fleet and individual clients by monitoring policy renewal deadlines. Acted as first phone contact for ~80 clients per week and negotiated policy changes with insurers.

PL

Junior Leasing Advisor

PKO Leasing

Jan 2024 - Jan 2025 (1 year)

Sold ~PLN 8M of leasing and insurance through active B2B sales and a vendor channel. Analyzed and prepared clients' financial documentation for leasing credit decisions.

CA

Intern

Carefleet

Jan 2023 - Dec 2023 (11 months)

Supported used-car sales as part of an internship in financial analysis and sales.

ML

Intern

Millennium Leasing

Jan 2023 - Dec 2023 (11 months)

Analyzed B2B clients' financial statements as part of an internship in financial analysis and sales.

Education

Degrees, certifications, and relevant coursework

Wroclaw University of Economics and Business logoWB

Wroclaw University of Economics and Business

Bachelor of Science, Finance and Accounting

2023 -

Pursuing a BSc in Finance and Accounting (ACCA-accredited) with a thesis on a 60/40 portfolio strategy in the US vs Polish market, implemented in Python.

Tech stack

Software and tools used professionally

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