

Summary
Business Development professional with strong experience in managing key accounts, building lasting client relationships, and driving revenue growth within financial services. Proven ability to understand client needs, identify new business opportunities, and deliver tailored solutions. Confident working with stakeholders, negotiating effectively, and managing a strong pipeline of opportunities.
A hardworking, enthusiastic and self-motivated individual with the ability to communicate effectively with people at all levels. I can perform equally within a team or when working alone and using my own initiative.
· Manage and develop a portfolio of key accounts, building strong relationships with brokers and corporate clients to drive retention and revenue growth
· Act as a trusted partner to clients, delivering tailored financial and employee benefits solutions aligned to business objectives
· Identify and convert new business opportunities within existing accounts through upselling and cross-selling strategies
· Collaborate with internal teams to structure competitive and commercially viable solutions
· Lead client meetings, presentations, and negotiations, influencing stakeholders at multiple levels
· Track pipeline, forecasts, and account performance to ensure strong opportunity management
· Support delivery of strategic account plans and contribute to regional sales targets
· Maintain awareness of market trends and competitor activity to inform client strategy
As an Account Executive at Unum, I am responsible for managing a portfolio of client accounts, ensuring their needs are met and providing exceptional customer service. I collaborate with internal teams to develop and implement retention strategies, identify opportunities for account growth, and address any issues or concerns that may arise. By leveraging my strong communication and collaboration skills, I build and maintain strong relationships with clients, driving client satisfaction and contributing to the overall success of the organization.
· Positioning of the quote based on needs / drivers of the customer and competition involved and highlighting Unum’s unique selling points for the Sales Consultant
· Support the consultant in following up quotes and agreeing set parameters levels for each product. Ensure all quotes are followed up to maximise new business generation and capture information on Salesforce.com of the outcome of quotes in order to gain valuable competitor / market information
· Management of Salesforce which includes monthly projections/graded cases, pipeline, market feedback, trends, and prospect reports
· Supporting all proactive post sales activities promoting our value-added proposition to all new and existing clients.
· Own all scheme expansion activities and to help consultant achieve sales targets each quarter.
Presenting webinars to employers and talking about Well-Being services as well as working in partnership with Sales Consultants to build relationships, provide proactive support and take the lead on the after sales process.
• Effectively handle all claims in a customer focused manner
• Effectively handle all claims to high technical standard in accordance with claims philosophies and client handling requirements
• Provide customers with relevant information that is clear, fair not misleading allowing them to make an informed decision
• Understand and be able to explain policy cover line with terms conditions
• Establish and maintain effective communication and relationship with all colleagues and costumers, promoting a professional business image
• Deliver individual quantitative targets, adhering to quality and accuracy standards
• Understand and be able to explain policy cover in line with terms and conditions
• Understand and apply all legal, regulatory information security and compliance requirements and report any breaches when identified any breaches when identified contribute to the achievement of team
• Cashing up the till and proving good numeracy skill calculating profit
• Managing the bar on daily basis and responsible of the stock and hygiene
• High standard costumer service
• Handling deliveries and signing for the deliveries and stock count
• Enforcing health and safety rules
• Increasing profit and managing cashflow
• Ensuring excellent customer service and quality delivery
• Working in the events and managing small events
• Decorating the event and helping to create the right atmosphere four our guests
Women in Health and Protection Awards Finalist 2025
Category - Women of the Year Customer Support
Women in Health and Protection Awards Finalist 2026
Category - Rising Star