Sandra Azana
Althorpe Crescent, Bradville,Milton Keynes
Summary
Insurance professional with over 5 years of experience in finance, both as an employee and self-employed. Currently pursuing Chartered Insurance Institute (CII) IF1 qualification to enhance knowledge of insurance law and regulations. Proven ability to assess client needs and develop cost-saving solutions that improve revenue and customer satisfaction. Bilingual communicator in English and French, with strong listening skills to support effective interactions.
Overview
7
7
years of professional experience
Work History
Business Consultant
Access Financial Services
MILTON KEYNES
03.2024 - 12.2025
- Advise clients on various insurance options and recommend suitable plans.
- Build relationships with clients and providers for consistent collaboration.
- Guide customers with financial challenges to viable payment solutions.
- Engage with clients to assess needs and offer tailored product recommendations.
- Coordinate with senior officers to maintain quality assurance standards.
- Select insurance plans based on customer needs and budgets.
- Process paperwork and update customer information.
- Contact existing customers to verify changes in circumstances.
- Promote services on social media to attract potential clients.
- Support clients with specialised business consulting and re-engineering services.
- Secure monthly sales between £1000 and £3000 through referrals.
- Achieve a 0% clawback rate.
Inside Service Sales - Value
Leica Microsystems
Milton Keynes, Buckinghamshire
10.2022 - 10.2023
- Sell new or renew existing, Company Service Contracts and Service offerings via telephone or electronic means to customers in France.
- Generate prospective customers through cold calling, qualify and follow up sales leads from all channels.
- Generate contract quotes using SAP and deliver to the customer via email and negotiate either on the phone or email to generate the purchase order
- Tender Support in coordination with the Regional Service Manager, Service Sales Account Manager and involved sales teams
- Achieve team and individual quotas for Orders and Sales and other defined KPIs
- Consistently selling between $100,000 to 150000$ every month on different product groups
- Provide contract renewal information to existing customers. Foster and maintain customer relationships to facilitate growth with channel partners
- Help customers without service contracts to understand the value of the service offerings and convert customers with Warranty into Service agreements
- Create new opportunities and follow up on open opportunities, both internally and externally. Close the sale by collection of a purchase order
- Manage service agreements in SAP and SFDC; ensure that all information is entered correctly and accurately in a timely manner. Ensure that all billing and invoices are correct
- Uphold accurate service agreement pricing to ensure that service contracts are profitable to Leica
- Work with field service engineers and field sales by means of lead management in the sale of contracts; create quotations and close sales leads provided by the field representatives
- Utilize the DBS tools for Standard Work and Daily Management (e.g. Forecasting, Funnel Management, Value Selling and others) • Keep up-to-date with knowledge of the industry, as well as the competitive posture of the company, and prepare activity and forecast reports as requested
- Attend and participate in internal meetings as required
Business Consultant
Ntari Bespoke Finance
London, Greater London
01.2022 - 09.2022
- Assisted new clients locally and internationally in understanding insurance options.
- Cultivated strong relationships with clients and providers for ongoing support.
- Consulted with customers facing financial challenges to offer suitable payment solutions.
- Communicated with clients to evaluate their current needs and researched appropriate products.
- Liaised with senior officers to uphold quality assurance standards.
- Recommended insurance plans tailored to clients' needs and budgets.
- Processed paperwork and ensured customer information remained current.
- Followed up with existing clients to address changes in circumstances.
- Advertised across social media platforms to engage potential clients.
- Supported clients through specialised business consulting services.
Customer Solutions Consultant
Simply business
London
06.2021 - 05.2022
- Assisted customers via phone, email, and online chat.
- Identified customer needs and suggested appropriate commercial insurance policies.
- Provided clear information regarding pricing and policy terms.
- Created quotes and facilitated conversion of enquiries into sales.
- Guided customers through the buying process over the phone.
- Updated records using internal systems.
- Achieved sales targets, KPIs, and maintained quality standards.
- Delivered excellent customer service and fostered client trust.
Specialist Protection Advisor
Eunisure
LONDON
11.2020 - 01.2022
- Contacting new clients to educate and recommend an appropriate insurance plans
- Communicate with customers to assess their current situation, research products to match their needs,
- Recommend appropriate insurance plans to customers or businesses based on their needs and afford abilities.
- Processing paperwork, and ensuring existing customer information is up to date.
- Follow up with the existing customers to update any change in circumstances
- Advertise on all the social media platforms to attract and educate the potential client
- Consistency selling between £3000-5000 a month generated by my existing client's referrals
- Exceeding the monthly sale target of £1000
- Less than 5% of clawbacks
Executive Finance Officer/12 Months contract
Nestac
Rochdale, Lancashire
06.2019 - 06.2020
- Developed and monitored the project budgets
- Monitored multiple transactions to keep track of the cash flow
- Forecasting return on investment (ROI) for current and future programs Processing and Raising invoices
- Handling cost and benefits analysis for diverse fundraising campaign. Managing financial and operational risk in the programme portfolio Supporting the Finance Manager and executives with projects and tasks when required
- Maintained excellent standards of service through impeccable attention to detail.
- Generated £3000 in annual savings by creating a social event to boost the reserve account and cover future fluctuations in income
- Coordinated with the project manager to ensure the effective implementation of the project
- Provided effective and efficient solutions to aid progression in line with targets.
- Carried out essential weekly and monthly report to control and improve day-to-day transactions.
- Supported in improving operations and resolving issues to deliver excellent customer service.
- Received consistently positive feedback for manager and stakeholders for continually working with energy and enthusiasm.
French account assistant
Eurogarages
Blackburn, Lancashire
12.2018 - 05.2019
- Dealt with all the maintenance and rent invoices related to Esso fuel station in France
- Ensured all weekly invoices and related paperwork are received and processed through SAP software or emails.
- Processed 40 to 50 invoices per day while making sure month ends checks are done accurately
- Dealt with all mails and calls enquiries from the France sites and suppliers
- Identified and recovering outstanding payment , overpayment
- Check banking and related documents to ensure no errors are being made on site - Liaising with managers & sales team.
- Meeting monthly targets Provide monthly reconciliation on all major suppliers
- Monitored the end-to-end cash process & investigating any discrepancies in between
- Monitored the sales of the different type of products and services provided by a third party company.
- Investigated any discrepancies prior processing the payments going through sites cash and credit card accounts - Process includes cash, cash equivalent and service incomes
- Changed fund monitoring and reconciliation, missing sales monitoring, escalation and resolution
- Reduced the invoice waiting time by 10 to 20% by drawing and checking daily an excel list.
Education
Master of Science - Banking and Finance
Salford University
Salford/ Greater Manchester2018
Insurance, Legal and Regulatory (IF1)
Home | Chartered Insurance Institute (CII)
OnlineSkills
- Account retention
- Account analysis
- Accounting systems and software
- Bank account reconciliation
- Accounts payable
- Accounts receivable professional
- Portfolio management
- Investment decisions
- Risk and Return
- Financial reporting ,budgeting and forecasting
Languages and IT skills
- Proficient in the use of MS Office Applications like word, excel ( Pivot table, Pivot reporting, advance charting ...) , power point and other packages such as online applications.
- Fluent in English, French, Lingala and Swahili
References
Available upon request
Timeline
Business Consultant
Access Financial Services
03.2024 - 12.2025
Inside Service Sales - Value
Leica Microsystems
10.2022 - 10.2023
Business Consultant
Ntari Bespoke Finance
01.2022 - 09.2022
Customer Solutions Consultant
Simply business
06.2021 - 05.2022
Specialist Protection Advisor
Eunisure
11.2020 - 01.2022
Executive Finance Officer/12 Months contract
Nestac
06.2019 - 06.2020
French account assistant
Eurogarages
12.2018 - 05.2019
Master of Science - Banking and Finance
Salford University
Insurance, Legal and Regulatory (IF1)
Home | Chartered Insurance Institute (CII)