Adept at transforming client needs into actionable solutions, I leveraged my networking prowess and database management skills at Hinga-Consult Insurance Agency to onboard and maintain a robust client portfolio. My knack for fostering relationships and meticulous attention to detail ensured a seamless claims process, contributing significantly to the firm's client satisfaction and operational efficiency.
1. Prospecting new insurance clients, listening to their insurance needs and offering guidance on the available solutions through online or face to face meetings.
2. Ensuring success in onboarding new clients, exercising helpfulness throughout the process and resolving their concerns in the process for a smooth onboarding.
3. Providing information and assistance during the claims process by guiding and explaining every step and making followups on their behalf whenever necessary.
4. Rendering after sales service and offering team building and rapport with the already onboarded clients.
5. Maintaining a clear and up to date clients database and other related clients data or documents.
6. Ensuring confidential and protecting the clients data by making sure it's safe at all times.
7. General administration of the firm's office by making sure it's conducive for day to day business transactions.
1. Responsible for marketing and selling new insurance contracts.
2. Prospecting new potential clients, assessing their needs and offering compatible insurance solutions.
3. Maintaining clients records as per the companies' policies.
4. Maintaining a strong bond between the clients and the company to ensure a solid business growth.
5. Providing customer services to the onboarded clients to ensure results-driven approach as promised during the sales process.
6. Assisting in claims processing and follow ups on behalf of the clients.
7. Bringing back the feedback from the field to assist in new product development and enhancement of the existing policies.
8. Fulfilling the company's budget through the new acquired insurance contracts.
1. Assisting the Managing Director in the overall running of the office.
2. Supervising on behalf of the managing Director other administrative staff to ensure they hit the business target and assisting them whenever needed.
3. Assisting in budgeting of the office supplies and keeping the office records up to to date.
4. Making sure the office supplies are delivered on time and in good conditions as per the orders.
5. Working on business reports and making sure they beat the deadline.
6. Receiving office calls and acting as per their requests while taking notes on behalf of the Managing Director.