EDNA FRIMPONG
Shippensburg,PA
Summary
Adept at fostering client relationships and managing financial portfolios, excelled at Prudential Life Insurance Ghana by enhancing customer loyalty and boosting portfolio growth through strategic investment advice and insurance planning. Expertise in analytical thinking and relationship building, coupled with a proven track record in asset allocation and process improvement, positions me as a valuable asset to any financial team.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Financial Advisor/Independent Insurance Adjuster
Prudential Life Insurance Ghana, Prudential PLC,GH
Ghana
01.2017 - 07.2024
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Managed approximately 30 incoming calls and emails per day from customers
Finance Officer
National Insurance Scheme
Ghana
09.2012 - 12.2015
- Established and enforced controls on revenue and expenses to protect company assets.
- Collaborated with team leaders to define standards, policies and procedures to meet company revenue goals.
- Improved resource utilization with data management systems, reducing costs through strategic coordination and contract analysis.
- Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
- Registration of new members for Insurance program and reviewed membership of exiting clients
- Front desk officer, captured bio-data and other information of clients on HNIS enrollment form.
- Promoter for Nivea, Royal Reserve and MacDowells
- Creating awareness of new changes and made on products
Electricity Company of Ghana (ECG)
Customer Service Center
Kumasi, Ghana
10.2008 - 08.2012
- Improved overall safety by conducting thorough electrical inspections and identifying potential hazards.
- Contributed to successful completion of large-scale projects by coordinating with project managers, engineers, and other tradespeople.
- Streamlined repair processes by diagnosing complex electrical issues quickly and accurately.
- Maintained high standard of workmanship through adherence to industry codes, regulations, and best practices.
Education
No Degree - Hotel, Catering, And Institutional Management
Kumasi Polytechnic
Kumasi, Ghana09.2012
High School Diploma -
Aduman Senior High School
Aduman, Kumasi05.2008
Skills
- Relationship building and management
- Sales and Marketing
- Process Improvement
- Insurance Planning
- Insurance sales
- Long-Term Care Planning
- Cash Handling
- Insurance decisions
- Cash Flow analysis
- Microsoft Excel
- Attention to Detail
- Critical Thinking
- Analytical Thinking
- Client Needs Assessment
- Portfolio Management
- Honest and Dependable
- Project Management
- Client Confidentiality
- Product Promotion
- Financial Goal Planning
- Critical Thinking
- Analytical Thinking
- Client Needs Assessment
- Portfolio Management
- Honest and Dependable
- Project Management
- Client Confidentiality
- Product Promotion
Certification
Certified Medical Technician - In progress
Home Health Aide
Timeline
Financial Advisor/Independent Insurance Adjuster
Prudential Life Insurance Ghana, Prudential PLC,GH
01.2017 - 07.2024
Finance Officer
National Insurance Scheme
09.2012 - 12.2015
Electricity Company of Ghana (ECG)
Customer Service Center
10.2008 - 08.2012
No Degree - Hotel, Catering, And Institutional Management
Kumasi Polytechnic
High School Diploma -
Aduman Senior High School