Client Manager dedicated to assisting account executives and account teams by performing administrative and client support duties associated with maintaining client accounts. Focused on ensuring excellent service standards and maintaining high customer satisfaction. Experience providing product and services information, and resolving any emerging problems clients might face with accuracy and efficiency.
Overview
14
14
years of professional experience
Work History
Client Manager
MINET MALAWI INSURANCE BROKERS LTD
09.2010 - Current
Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
Organized daily workflow and assessed appropriate staffing to provide optimal service.
Implemented new processes to streamline workflow and improve overall efficiency within the team.
Partnered with business leaders to deliver services that support company objectives and consistent with corporate values.
Trained new employees on company policies, procedures, and best practices, ensuring seamless integration into the team dynamic.
Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.
Achieved revenue targets consistently by identifying upselling opportunities and securing long-term contracts with key accounts.
Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
Maintained client files with sales contracts, records of client interactions, client notes, and other information.
Provided comprehensive reports on account performance, offering insight into areas of improvement and potential growth opportunities.
Enhanced client satisfaction by effectively addressing concerns and resolving issues in a timely manner.
Managed accounts to retain existing relationships and grow share of business.
Implemented systems and procedures to increase sales.
Account Broker
Minet Malawi Insurance Brokers Limited
09.2010 - Current
Conducted regular policy reviews for clients, identifying potential gaps in coverage and offering solutions to mitigate risks.
Provided exceptional service to high-net-worth clientele, addressing their unique needs and exceeding expectations at every touchpoint.
Participated in ongoing professional development opportunities to maintain expertise in ever-changing insurance landscape.
Streamlined communication between clients and carriers, ensuring accurate policy information and efficient processing of coverage changes.
Providing training
Vet documents and fund accounts
claims management
Assisting in the renewal process
Ensuring member accounts are being updated
Giving relevant advice and updates on the developments in the industry
· Involvement in preparation and interpretation of the fund rules
· Attending meetings and minutes preparation
· Conducting pre-retirement counselling
· Managing debtors
· Communicating directly with clients and insurance companies.
· Handling queries from both external customers and internal calls.
· Assessing clients’ needs then matching their insurance requirements.
· Business development and building lasting business relationships with clients.
· Maintaining a client’s portfolio including claims and enquiries and renewals.
· Assisting in renewal terms
· Ensure inclusion of new members on insure's register of lives assured
· Ensure appropriate life premiums are paid in time
· Ensure that all new members have been included in the pension fund
· Track scheme claims with fund admnistrator and follow them through resolution
· Managing debtors
· Underwriting of general insurance classes of business
· Acquiring new business as per budget allocation
· Processing Claims
· Debit and collecting premium
· Servicing client’s portfolio
· Attending to enquiries from customers
· Dealing with incoming correspondence promptly
Undertaking any other work as delegated by the Account Manager
Education
B. A. Logistics & Supply Chain Management (LSM) -
Exploits University
Blantyre, Malawi
01.2020
Diploma In Insurance -
Insurance Institute of Malawi
Blantyre, Malawi
01.2010
Skills
Teamwork
Problem-Solving
Customer Experience
Customer Service
Leadership
Multi-tasking
Target oriented
Fast learner and adaptive
Hard Work
Ability to work under pressure with minimum supervision
Claims Handling
Communication
Written communication
Organization skills
Insurance claims
Client Services
Team Oversight
Time Management
Customer Portfolio Management
Account Management
Customer Complaint Resolution
Customer Billing
Account Servicing
Decision-Making
References
Mr. Frank Mwagomba, Kingfisher Insurance Brokers & Risk Consultants, +265 993 072 150|887 044 962, frmwagomba@gmail.com|fmwagomba@kingfisher.mw, Blantyre, Malawi
Account Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance BrokersAccount Manager at Fitzpatrick & Co Insurance Brokers now Aviso Specialty Insurance Brokers
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