- 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.
- – Develop and implement project workplans, timelines, and deliverables.
- – Coordinate meetings and maintain professional communication with stakeholders.
- – Prepare project status reports and maintain organized documentation records.
- – Support month-end close by managing journal entries and validating cost-centre accuracy.
- – Deliver financial reports that analyze variances and recommend actions for improvement.
- – Lead budgeting and forecasting by collaborating with cross-functional teams for data inputs.