● Liaised with the client's insurance service providers, including insurance brokers regarding all aspects of insurance such as programmer design, placement and claims. ● Developed and implementing insurance frameworks and strategies. ● Reviewed complex insurance arrangements and providing insurance advice and recommendations. ● Developed a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. ● Approached potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being. ● Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. ● Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation

● Answered incoming customer calls regarding billing issues, classes’ problems, service questions and general students concerns. ● Was responsible for maintaining a high level of professionalism with students and teachers and working to establish a positive rapport with every student.● Worked with the management team to stay updated on product knowledge and be informed of any changes in company policies. ● Attracted potential students by answering all their questions about classes and prices. ● Maintained student’s records by updating account information.

● Understanding client’s business cycles ● Test of control, environment and system documentation and accounting system ● Preparing draft financial statements with discloser's accordance with International Financial Reporting Standards.● Establishing good communication channels with clients. ● Preparing management letters, comment on weaknesses in the accounting records, systems and controls, report's findings of procedures that could possibly put the company at risk of possible fraud.● Utilized several accounting and audit tools including Case Ware.

● Operate business and handle responsibilities such as creating business plans, arranging financing, hiring staff, reviewing sales, developing marketing strategies, overseeing daily activities, and identifying business opportunities.● Provide excellent customer service to clients by leading, instructing, and motivating individuals or groups in exercise activities and nutritional and health needs.● Conduct and perform social media campaigns to maximize brand identity and generate warm leads.● Maintain accurate customer accounts in the company computer system by keeping track of data, personnel information, inspections, audits, and local policy changes.

● Liaised with the client's insurance service providers, including insurance brokers regarding all aspects of insurance such as programmer design, placement and claims. ● Developed and implementing insurance frameworks and strategies. ● Reviewed complex insurance arrangements and providing insurance advice and recommendations. ● Developed a base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects. ● Approached potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being. ● Determined clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals. ● Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.

● Ensured full awareness of all products provided and is constantly updated on all changes and amendments on product features, procedures and processes. ● Promoted Bank products by providing consistent, accurate and transparent information to customers. ● Achieved sales targets assigned and contributed to the overall achievement of the team. ● Maximized on cross selling growth of existing customer base and identify new potential selling opportunities. ● Pro-actively participated in Bank products campaigns & promotions. ● Consistently illustrated high levels of customer orientation and professionalism in day-to-day conduct. ● Ensured all service levels and agreements are being met consistently without any fail.