Martins Precious

I’m a Financial Advisor with a proven focus on client acquisition, relationship management, and strengthening insurance pipelines. At Leadway Assurance, I managed high-value client relationships and built consistent post-sale follow-up systems that improved policy retention and satisfaction.

I advise corporate and individual clients on selecting optimal insurance portfolios through comprehensive financial need assessments and risk profiling. I also maintain accurate digital client records and coordinate with underwriting teams to speed up policy updates and responses, while identifying cross-selling and upselling opportunities.

Before that, I served as a Client Engagement Officer at Renmoney Microfinance Bank, collaborating with sales and marketing teams to engage prospects and present complex consumer finance products. I accelerated loan application processing by auditing borrower documentation for compliance, maintained secure customer information databases, and moved leads from inquiry to fully closed accounts.

My customer-facing foundation also comes from being a Receptionist/Administrative Assistant at Crown Crest Academy, where I handled high-volume multi-line calls, email correspondence, and appointment scheduling, while coordinating communication between parents, staff, vendors, and executives. I’m passionate about driving business growth through data-backed outreach strategies, organized administrative frameworks, and modern digital tools like CRM and Google Workspace.