Client Relationship Manager

• Jun 2016 - Present

• Continuously up to date with Product knowledge, I diligently coordinate with doctors, nurses, and other healthcare professionals to identify issues as effectively as I review customer needs and align with viable solutions that provide value for money. • Oversee client’s claim submissions from start to finish, ensuring compliance to set protocol in addition to advising on renewal terms at least 6 weeks in advance and providing alternatives • Monitor credit control, safeguarding for prompt payment of premiums by customers and strictly enforcing sanctions such as suspension of policy where necessary. • Ensure complaints are dealt with in a highly professional manner to cultivate a positive customer experience and built loyalty. • Closely engage with Sub-Brokers to ensure that clients have policies that suit their needs. Show less

Enterprise Sales Executive

• Jul 2015 - Apr 2016

• Leveraging product knowledge, current trends, and client expectations, effectively identifying new areas of marketing and building a pipeline. • Expertly identified prospective customers, generate leads, manage customer accounts, and developed relationships • Collaboratively address customer issues, prioritize alternative solutions, and efficiently resolve matters • Leveraging product knowledge, current trends, and client expectations, effectively identifying new areas of marketing and building a pipeline. • Expertly identified prospective customers, generate leads, manage customer accounts, and developed relationships • Collaboratively address customer issues, prioritize alternative solutions, and efficiently resolve matters

Personal Assistant to Director

• Jan 2015 - Apr 2015

• Oversaw the office administration functions including managing a staff of 5. • Managed electronic correspondence, conducted research, handled travel logistics, and provided minutes at general meetings on behalf of the MD. • Oversaw the office administration functions including managing a staff of 5. • Managed electronic correspondence, conducted research, handled travel logistics, and provided minutes at general meetings on behalf of the MD.

Executive Financial Advisor

• Feb 2013 - Dec 2014

• Generate leads by building a sales pipeline and executing initiatives such as cross-selling with new and existing customers. • Customer care operations, e.g., safeguarding the supply of services are not interrupted due to late payments or disputes. • Conduct monthly closure of accounts and scanning of accounts documentation • Develop plans and execute annual sale events in addition to kick-offs, team building and other internal events. • Generate leads by building a sales pipeline and executing initiatives such as cross-selling with new and existing customers. • Customer care operations, e.g., safeguarding the supply of services are not interrupted due to late payments or disputes. • Conduct monthly closure of accounts and scanning of accounts documentation • Develop plans and execute annual sale events in addition to kick-offs, team building and other internal events.

Sales Team Lead

• Aug 2008 - Jan 2013

• Led in recruiting, training, and equipping team members with the right skill to deliver strong business results in a dynamic and competitive market environment • Managing a team of 8, led in boosting performance by setting achievable targets, monitoring KPIs and prepare of sales reports. • Provided market intelligence to the bank’s leadership on the market conditions. • Managed operations and day-to-day administration of client accounts in addition to continuous interaction with existing clients and introducing new products in the market Show less

Personal Assistant to Director

• May 2007 - Jul 2008

Senior Customer Care Executive

• Apr 2004 - Dec 2006

• Provided customer relations management, offered guidance to prospective IAT clients and scheduled IAT classes • Participated in budgeting for IAT Mombasa and setting yearly targets • Provided customer relations management, offered guidance to prospective IAT clients and scheduled IAT classes • Participated in budgeting for IAT Mombasa and setting yearly targets