ELLA BAH EPSE TUMI

Collaboration and Client Education

Key Responsibilities & Achievements

• Partner with multiple financial companies in the USA and Canada, to meet the wide diverse client need.
• Educate clients on tax-saving strategies through diversified financial portfolios.
• Educate clients on the features, benefits, and limitations of common financial portfolios, empowering informed decision-making.

Insurance & Financial Planning Services

• Provide services including life insurance with or without living benefits, final expense policies, business insurance, annuities, and college planning.
• Enhance client understanding of complex insurance products using clear illustrations and educational materials.
• Analyze clients’ financial situations to recommend suitable life insurance solutions, maximizing satisfaction and coverage effectiveness.
• Calculate premiums aligned with clients’ affordability and coverage needs.

Customer Service & Relationship Building

• Deliver exceptional service by promptly resolving policy and claim inquiries, reinforcing brand trust.
• Increase policy sales through strategic marketing(prospecting) and strong client relationships.
• Conduct regular policy reviews to identify opportunities for coverage adjustments based on evolving client circumstances.

Claims & Underwriting Support

• Guide clients through claims processes with empathy and efficiency.
• Collaborate with underwriters to secure favorable terms and ensure comprehensive coverage.
• Assist team members with complex cases and underwriting challenges, fostering a collaborative work environment.

Professional Development & Industry Engagement

• Participate in continuous education to enhance product knowledge, sales techniques, and maintain licensure.
• Stay current with industry best practices for accurate, informed client interactions.
• Attend industry conferences and seminars to generate new business leads through cold calling, emails, and social media outreach.

Operational Excellence

• Implement effective time management strategies to balance prospecting, client meetings, policy reviews, administrative duties, and continuing education.
• Promote mentorship, leadership, and mutual respect among business partners to cultivate a supportive team culture.

• Delivered outstanding customer service, leading to numerous positive reviews and customer referrals.
• Assisted customers with product selection and inquiries, enhancing their overall shopping experience.
• Created a welcoming environment by engaging customers in friendly, conversational interactions.
• Built strong client relationships, fostering customer loyalty and repeat business.
• Proactively developed customer relationships to identify sales opportunities and upsell products.
• Increased sales by consistently addressing customer needs and providing tailored recommendations.
• Accurately processed transactions, ensuring smooth and efficient checkout experiences.
• Gained proficiency in inventory management systems, improving stock organization and accuracy.
• Quickly adapted to new promotions and sales strategies, boosting customer engagement and conversion.
• Collaborated with team members to uphold store presentation and execute visual merchandising standards.
• Supported promotional events by setting up displays and engaging customers to drive interest and sales.
• Maintained a clean, organized sales floor, contributing to a positive and inviting shopping environment.
• Expanded the customer base through proactive outreach, prospecting, and networking initiatives.
• Managed inventory levels, ensuring products were available and organized on sales floor.