• Managed relationships with large enterprise clients through birthday activities, networking events, and performance celebrations, enhancing client satisfaction and loyalty. This involved maintaining strong, long-lasting relationships and acting as the main point of contact for client inquiries, concerns, and requests.
• Oversaw new client registration, recruitment, and development, including corporate client negotiations, securing 2 new corporate contracts, and engaging 3 potential corporate clients within 6 months. This involved building relationships with new clients by positioning the company as an ally and a thought leader.
• Guided 16 branch agency teams to align with strategic initiatives, ensuring compliance and improving team development; analyzed and reported weekly/monthly income data to the Chief Agency Officer. This involved developing account plans and strategies to achieve revenue targets and growth objectives.
• Organized the Yearly Agent Awarding Ceremony in December 2023, reducing expenses by 30% compared to the previous year, and achieved the highest sales records in company history in February 2024 through strong client relationships. This involved taking ownership of the sales cycle with clients until the client handover was given to the Account Management team.
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Insurance Specialist
Manulife Myanmar Life Insurance Co.,Ltd
สำหรับสมาชิกเท่านั้น
• Strengthened relationships with key stakeholders, led brainstorming sessions, and developed improved sales execution strategies for existing and new customers.
• Exceeded targets for a low-tier branch by applying exceptional sales techniques and providing high-quality advice and solutions to customers.
กุมภาพันธ์ 2563 ถึง มกราคม 2564
Supervisor
AYA SOMPO Insurance Co.,Ltd
สำหรับสมาชิกเท่านั้น
• Managed a portfolio of over 50 corporate clients, securing new and renewing property insurance policies, including CAR, EAR, IAR, and marine cargo coverage.
• Engaged with Myanma Insurance to secure approval for reinsurance cases within turnaround time.
• Handled a volume, 50+, of monthly reinsurance including quotation preparation, seeking Level 1, Level 2 (Regional Office) approval, cooperating with the regulator, case filing, policy administration, endorsement, and renewal processing.
Gained practical experience through paper trading and managing small accounts, honing skills in a controlled environment. Monitored and analyzed market trends using technical and fundamental analysis such as RSI, MACD, Moving Averages, EMA, Fibonacci, Elliot Wave theory, price action, liquidity sweeps, ICT concepts, and multi-timeframe analysis to identify potential trading opportunities and execute the trade with profitability. Developed and executed trading strategies for better results of the position. Managed and conducted post-trade analysis for every trade to know how the strategy worked well and brought out better trading outcomes. Implemented robust risk management practices to ensure consistency and optimize trading outcomes. Studied and applied psychological principles to maintain discipline and emotional stability during trading activities.