- Build and maintain strong relationships with clients and brokers.
- Achieve sales targets and manage a portfolio of group benefits.
- Collaborate with teams to deliver tailored solutions and client support.
- – Administers and maintains CRM data, ensuring accuracy and reliability of records.
- – Supports business development by providing updated client information and lists.
- – Trains users on CRM functionalities and promotes best practices for data hygiene.
- Analyser les performances et fournir des recommandations stratégiques.
- Élaborer budgets et prévisions pour optimiser la croissance des revenus.
- Collaborer avec équipes multidisciplinaires pour évaluer initiatives d'affaires.