At Economical Insurance, I contacted policyholders about renewal reminders, policy reviews, and upsell opportunities. I assessed client needs and recommended products based on their risk profiles and financial goals.
I also generated qualified leads and booked follow-up appointments for licensed insurance advisors, helping ensure a smooth handoff. Before that, at Keystone Bank, I processed account requests and helped customers use internet, mobile, and USSD banking.
At Restral Limited, I conducted market research, maintained sales records, and prepared regular reports. I also collaborated with marketing and operations to improve customer satisfaction.
