Segun Adeleke Email & Phone Number

• Responsible for generating turnover of Asset Under Management for the firm.
• Assisting clients by understanding of their financial objectives and life-cycle stage and constructing/recommending appropriate bespoke wealth management strategies to match same.
• Keep abreast of other opportunities in the market to create alternative investment products that will fit into the clients' investment profile.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Obtaining and maintaining clients data and documentation in a compliant manner.
• Actively manage clients relationship and proactively help to resolve issues and concerns.

Lagos, Nigeria

Nigeria

• Management of corporate, group and individual claims.
• Claims administration and payment.
• Competently scrutinize documents presented for claims.
• Physical investigation of presented claims.
• Preparing, and presenting monthly, quarterly, and annual report.
• Periodic calculation of loss ratio to guide underwriters towards rating new businesses and renewals of existing ones.

Nigeria

• Effectively analyze and monitor market trends and customers’ requirements.
• Handle company’s social media accounts.
• Sending bulk texts and e-mails to clients on eventful days and birthdays.
• Interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.
• Liaise with the companies’ insurance agents to resolve clients’ requests.
• Understand and provide necessary information on company’s insurance policies and products.

Nigeria