Client acquisition efforts in a startup environment, employing a multifaceted approach including cold emailing, cold calling, and diligent follow-up. Craft persuasive proposals and managed the CRM system to efficiently track and nurture leads. Facilitated strategic networking opportunities by connecting the business with relevant industry events. Actively listening to client’s needs and goals, and tailored solutions to address specific business objectives.

Drive sales revenue growth through strategic data utilization, working closely alongside the sales manager to achieve our objectives. Anticipate client needs during insurance renewals, where I leverage insights to propose tailored solutions. Excel in crafting persuasive and compelling copy that describes the benefits of each recommendation, enhancing client engagement. Conduct comprehensive analyses of proposals. This entails meticulously analyzing each offer and preparing detailed comparison tables, empowering clients to make informed decisions.

Identified Alumni preferences to increase attendance to the IE Alumni annual event. Discovered insights from Benchmark to improve activities within the IE Alumni annual event. Designed survey and guidelines for Focus Groups and In-depth Interviews.

Designed and presented proposals to brokers contributing to amplify portfolio of business clients as main objective. Collaborated with Data Manager to launch cross-selling enabling agents to sell other products increasing revenue. Refined recruiting process of sales agents leading to increase numbers of recruited agents annually.

Gave assistance to Sales Executives including troubleshooting, preparing reports and managing complaints. Supervised two employees’ performance.