Chartered Insurance Institute

- CRM Specialist 
- Proficient in Metro and Microsoft Dynamics NAV software platforms for efficient customer account management, transaction processing, and policy information tracking.
- Sets a minimum contacts goal of 70 calls/emails per day, demonstrating a commitment to effective communication, networking, and relationship-building.
-  Expert in navigating and leveraging Customer Relationship Management (CRM) systems to maintain accurate customer records, track interactions, and manage inquiries.
-  Skilled in handling billing inquiries, processing payments, and reconciling customer accounts with meticulous attention to detail.
- Contributes to meeting individual and team sales targets, identifying opportunities to upsell or cross-sell learning products and services.
- Skilled in handling billing inquiries, processing payments, and reconciling customer accounts with meticulous attention to detail.
-  Collaborates effectively with colleagues and stakeholders using collaboration tools like Microsoft Teams for seamless communication, information sharing, and coordinated customer service activities.

Customer Advisor

Business Solutions Centre

•	Conduct market and competition analysis utilising frameworks such as SWOT & PESTLE analysis, providing valuable insights and strategic recommendations for business owners.
•	Successfully complete a minimum of two projects per month, demonstrating strong project management skills and timely delivery of solutions and data.
•	Demonstrated creativity in crafting insightful and visually engaging reports, presenting complex data in an easily understandable format.

Business Solutions Advisor

First Class Honours graduate in Business Management and Finance, fluent in English and Italian. Experienced in Sales and Advisory roles with a solid blend of theoretical knowledge and practical expertise. Driven by continuous self-improvement and a passion for learning, fitness, travel and business.

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