Annie Shirekuli
Broking Consultant - SME & Individuals at JW Seagon & Company- Claim this Profile
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Bio
Credentials
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Business Development: Strategic Planning
LinkedInMay, 2023- Oct, 2024 -
Communication within Teams
LinkedInMay, 2023- Oct, 2024 -
Managing Your Sales Process
LinkedInMay, 2023- Oct, 2024 -
Sales Management Foundations
LinkedInMay, 2023- Oct, 2024 -
Sales: Business to Consumer Online Sales
LinkedInMay, 2023- Oct, 2024 -
The Secret to Better Decisions: Stop Hoarding Chips
LinkedInMay, 2023- Oct, 2024 -
The Top Skills Sales Professionals Have Right Now
LinkedInMay, 2023- Oct, 2024 -
Account Management: Maintaining Relationships
LinkedInMar, 2023- Oct, 2024 -
Serving Customers in a Continuously Changing World
LinkedInMar, 2023- Oct, 2024 -
Critical Thinking for Better Judgment and Decision-Making
LinkedInOct, 2022- Oct, 2024 -
Effective Listening
LinkedInOct, 2022- Oct, 2024 -
Master In-Demand Professional Soft Skills
LinkedInOct, 2022- Oct, 2024 -
Building Resilience
LinkedInAug, 2022- Oct, 2024 -
Embracing Unexpected Change
LinkedInAug, 2022- Oct, 2024
Experience
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JW Seagon & Company
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Kenya
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Insurance
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1 - 100 Employee
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Broking Consultant - SME & Individuals
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Jan 2020 - Present
Focus on winning and developing new business in line with defined company strategic direction Develop my own prospects and demonstrate a good needs based approach on recommendations put forward with a view of delivering strong quote to purchase conversion ratio Participate fully in strategic thinking and high level pitching for new business for SME's Participate fully in special projects that have been identified in the business Focus on winning and developing new business in line with defined company strategic direction Develop my own prospects and demonstrate a good needs based approach on recommendations put forward with a view of delivering strong quote to purchase conversion ratio Participate fully in strategic thinking and high level pitching for new business for SME's Participate fully in special projects that have been identified in the business
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Life & Investment Consultant
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Dec 2013 - Dec 2019
Proactively handle all Life and Investment sales opportunities as assigned including fact finding, quotations, follow ups, conversions, and reporting. Build quick and confident personal rapport with prospects, verbally wherever possible, and be responsive to their needs while following agreed sales processes. Monitor investment and fund values and update investment clients on progress of portfolio. Contact and advise client of policy maturity and discuss further business opportunities Proactively handle all Life and Investment sales opportunities as assigned including fact finding, quotations, follow ups, conversions, and reporting. Build quick and confident personal rapport with prospects, verbally wherever possible, and be responsive to their needs while following agreed sales processes. Monitor investment and fund values and update investment clients on progress of portfolio. Contact and advise client of policy maturity and discuss further business opportunities
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Administration Executive Financial Services
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Jul 2010 - Oct 2012
Contacted clients and set up meetings. Conducted in-depth reviews of clients' financial circumstances, current provision and future aims. Analyzed information and prepared plans best suited to individual clients' requirements. Provided clients with information on new and existing products and services. Assisted clients to make informed decisions. Researched information from various sources, including providers of financial products. Negotiated with product suppliers for the best possible rates. Liaised with head office and financial services providers. Kept up to date with financial products and legislation. Contacted clients with news of new financial products and changes to legislation regarding their savings and investments. Prepared and sent out annual summaries of investment and pension details to clients. Achieved client satisfaction and loyalty through excellent service. Show less
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Junior Sales Consultant
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Feb 2010 - Jun 2010
Build a profitable and sustainable portfolio of Health Insurance based New Business for Lifecare InternationalBuild and maintain relations with relationship managers/contact points in insurance companies with whom we have contracts.Provide expert advice and guidance to new prospective clients within the UAE health insurance market relative to BUPA international products and /or products and services provided by an accredited panel of international and domestic health insurance underwriters.Gain a comprehensive understanding of the health insurance industry/practices and the business community in the UAE.Obtain referrals/self-generated leads for New BusinessIdentify and establish sources of obtaining new lead generationIdentify and establish sources of strategic alliance partnershipsEngage in training sessions with new and existing insurance companies as and when required.Manage assigned incoming leads and convert to saleUnderstand the requirements of each lead enquiry, individual/corporate through a thorough fact find mechanismSend quotation requests to insurance companies if proposal cannot be prepared in house.Conduct meetings with potential clients as and when required; internal and externalTo sell and promote ONLY the range and products and services as authorized and provided by the company. Show less
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Renewals Consultant
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Mar 2007 - Feb 2010
Maintaining a list of all Lifeline renewal packages available, recording the received package and following up on the pending renewals to ensure proper/accurate documentation of files, papers and folders.Intimating the clients about the renewal packages, complete information of the package and arranging for delivery of the documents to clients at the assigned area.Regularly informing clients on their renewal dates either by email or telephonic reminder, researching/providing alternative options available for renewal procedures to preserve the clientele in LCI. Efficiently filing, regularly updating of personal information, papers, and documents, recording all activities, results / conversationsResearching the current market scenario about competitor’s product information, advantages, disadvantages, parallel products availability, price variations, etc. to keep abreast/updated on latest industry trends. Assisting the renewal team manager in effectively performing group renewal process and following up on pending documents/cases. Coordinating activities of several departments, maintaining a healthy long term relationship with other team members and departments, aiding the preparation of weekly/monthly reports and submitting the same to the top management to keep track of any outstanding issues with BUPA Show less
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Education
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2002 - 2005
United States International University
Bsc Information Technology, Information Technology
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