Sofia Lioli Email & Phone Number

Cyprus

37B Prodromou Avenue, Flat 101, Ayioi Omologites, 1090 Nicosia Cyprus

As Director and Certified Insurance Specialist at GML Insurance Agents Ltd, I lead our firm with a commitment to delivering bespoke insurance solutions that secure and enhance our clients' financial well-being. Drawing on extensive expertise in life and general insurance, I design tailored portfolios aligned with each client’s unique needs. My role also emphasizes strict regulatory compliance, ensuring our services adhere to European and Cypriot insurance standards, fostering transparency and… Show more As Director and Certified Insurance Specialist at GML Insurance Agents Ltd, I lead our firm with a commitment to delivering bespoke insurance solutions that secure and enhance our clients' financial well-being. Drawing on extensive expertise in life and general insurance, I design tailored portfolios aligned with each client’s unique needs. My role also emphasizes strict regulatory compliance, ensuring our services adhere to European and Cypriot insurance standards, fostering transparency and trust.Leading a skilled team, I prioritize best practices in client engagement, long-term relationships, and proactive support to adapt our solutions to meet evolving client needs. Whether advising on individual life policies, managing complex general or group insurance plans, my goal remains the same: to protect what matters most with professionalism and integrity."Key Responsibilities: • Strategic Leadership: Direct overall company operations, steering the vision and strategic growth of GML Insurance Agents Ltd.• Tailored Insurance Solutions: Lead the design and implementation of personalized solutions, ensuring robust life and general insurance coverage.• In-Depth Risk Assessment: Perform meticulous risk assessments to guide clients in selecting optimal insurance options for their needs.• Regulatory Compliance: Uphold local and European insurance regulations, building trust through transparency.• Team Development: Mentor a dedicated team, instilling industry best practices and client-centered service.• Client Relationship Management: Foster enduring client relationships, providing regular support, policy reviews, and proactive service to meet evolving needs. Show less

Cyprus

Cyprus

- Develop the market and create new contacts / leads,- Visit customers/merchants/leads on a casual/daily basis promoting/ soliciting the company's services.- Increase the awareness and clientele of the company.- Conduct DD and KYC gathering for the applications completed.- Maintain relations with existing or perspective merchants.- Undertake public relations with KBIs and monitor their performance; - Act as Account Officer for KBIs and PR network;- Schedule and book… Show more - Develop the market and create new contacts / leads,- Visit customers/merchants/leads on a casual/daily basis promoting/ soliciting the company's services.- Increase the awareness and clientele of the company.- Conduct DD and KYC gathering for the applications completed.- Maintain relations with existing or perspective merchants.- Undertake public relations with KBIs and monitor their performance; - Act as Account Officer for KBIs and PR network;- Schedule and book business meetings;- Hold and update daily performance, target data, as well assist in marketing activities coordination;- Analyze market data and review competition;- Create market analysis reports based on SWOT and PASTEL, as well as make presentations to leads with the Branch Managers of the Company.- Ensure that successful leads are smoothly converted into merchants with the Account Manager of the Company, complete merchant application package.- Report to the company managers the findings and progress of the business development activities on a daily/weekly basis. Show less

Cyprus

73, Arch. Makariou Iii, Methonis Tower 4Th Floor, 1070 Nicosia Cyprus

- Develop the market and create new contacts / leads,- Visit customers/merchants/leads on a casual/daily basis promoting/ soliciting the company's services.- Increase the awareness and clientele of the company.- Conduct DD and KYC gathering for the applications completed.- Maintain relations with existing or perspective merchants.- Undertake public relations with KBIs and monitor their performance; - Act as Account Officer for KBIs and PR network;- Schedule and book… Show more - Develop the market and create new contacts / leads,- Visit customers/merchants/leads on a casual/daily basis promoting/ soliciting the company's services.- Increase the awareness and clientele of the company.- Conduct DD and KYC gathering for the applications completed.- Maintain relations with existing or perspective merchants.- Undertake public relations with KBIs and monitor their performance; - Act as Account Officer for KBIs and PR network;- Schedule and book business meetings;- Hold and update daily performance, target data, as well assist in marketing activities coordination;- Analyze market data and review competition;- Create market analysis reports based on SWOT and PASTEL, as well as make presentations to leads with the Branch Managers of the Company.- Ensure that successful leads are smoothly converted into merchants with the Account Manager of the Company, complete merchant application package.- Report to the company managers the findings and progress of the business development activities on a daily/weekly basis. Show less

Cyprus

37B Prodromou Avenue, Flat 101, Ayioi Omologites, 1090 Nicosia Cyprus

- Find contacts- Develop the market and create new contacts - Visit customers- Schedule and book business meeting- Financial Advisor

Master'S Degree, Msc Management With Specialization In Insurance

Completed an MSc in Management with a specialization in Insurance, gaining in-depth knowledge in management principles and risk management.

Bachelor'S Degree, Business/Managerial Economics

Graduated with a Bachelor’s degree in Business/Managerial Economics, focusing on economic theory and its application in business.