· Detail-oriented insurance agent with 5 years of experience in managing customer relations and driving client engagement.
· Seeking into transition into a Customer Relationship Management role, leveraging expertise in client retention, data analysis, and CRM software to enhance customer experiences.
· Collaborated with the marketing team in my district to implement targeted campaigns, leading to increase in new businesses.
· Analysed customer data and feedback to identify trends, improving service delivery and client management.
- Led sales calls with team members, setting clear objectives for both sales and customer retention, resulting in a 30% increase in overall team performance and exceeding quarterly sales goals.
Consistently achieved individual sales targets, surpassing monthly quotas by an average of 15%, contributing significantly to the team's overall revenue growth.
Maintained friendly and professional customer interactions, driving a 95% customer satisfaction rate and leading to strong referral-based sales growth.
- Analytical Skills
- Communication
- Interpersonal Skills
- Client Engagement and Retention Strategies
-Problem Solving and Conflict Resolution
- IBF Certified Level 2
(Able to demonstrate applied knowledge and advanced analytical skills for specialist or supervisory functions.)
- Life and Health Insurance Certification (M9, M9A,M5,Health Insurance)