Experienced with building and maintaining strong client relationships. Utilizes effective communication and problem-solving skills to understand and address client needs. Track record of enhancing client satisfaction through proactive and personalized service.
Overview
2
2
years of professional experience
Work History
Relationship Associate
Max Life Insurance
12.2023 - Current
Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
Participated in regular training sessions to stay current on industry trends and emerging products or services.
Identified areas of improvement in internal processes, implementing changes that increased efficiency and quality of service delivery.
Assisted in organizing events aimed at promoting brand awareness among prospective customers while also strengthening existing client relationships.