• Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones• Offer advice on personal financial planning for short-term and long-term financial goals, including insurance protection, planning for children's education, and retirement.• Identify client financial goals and risk tolerance to recommend insurance products.• Distribute information on accounts, insurance plans and diverse funds

• Drove client profitability and retention of key accounts including analyzing client trends and feedback to suggest opportunities for growth• Drove year to year business growth through identifying, prospecting, evaluating, proposing business plans and securing business opportunities to support company growth opportunities• Supervised the customer care team and provided leadership and direction in handling of all customer service issues• Ensured overall customer satisfaction is achieved through interaction and guidance with the rest of company departments• Developed and implemented standards and procedures to guide staff activities.• Managed key account matters including solving issues, updating on project milestones, attending meetings and managing other communications.• Led RFP/RFQ submissions, site visits, technical evaluation through business & operational knowledge and financial evaluation. • Spearheaded all vendor/supplier negotiations with airlines, hotels and GDS provider.• Collaborated with third-party vendors to enhance customer experience.• Kept key accounts up-to-date on the latest news, events and promotions, by instructing marketing teams to send newsletters, social media updates and magazines.• Formulated marketing and promotional strategies to drive business revenue.