Sales Insurance
Resume:
AKRAM SAMIR ABDELKAFI
COUNTRY SALES &
BUSINESS DEVELOPMENT LEADER
Beaverton, OR 97008.
Mobile 1: (503) 984 - 4010,
Mobile 2: (503) 488 - 0770,
Email: *********@*****.***
INSURANCE BROKING & CONSULTATION PROPERTY CASUALTY ENGINEERING MARINE FINANCIAL LINES POLITICAL VIOLENCE TRADE CREDIT EMPLOYEE BENEFITS .
PERSONAL & CONTACT DETAILS
Nationality
:
Egyptian
Full Name
:
Akram Samir Abdel-Kafi
Current Location
:
Beaverton, Oregon – USA.
Date & Place of Birth
:
18th Feb. 1973 – Cairo, Egypt.
Gender
:
Male
Marital Status
:
Single
Mobile (1)
:
(503) 984 - 4010
Mobile (2)
:
(503) 488 - 0770
:
*********@*****.***
Address
:
10440 SW Homestead Ln.,
Beaverton, OR 97008
EDUCATION
B.Sc. in Business Administration;
Faculty of Commerce;
Cairo University;
May, 2000.
Additional educational development:
1.Chartered Financial Analyst (CFA) exam preparation course (Mar. – Jun. 2007)
2.Project Management Professional (PMP) exam preparation course (Oct. – Nov. 2009)
3.Sales Management Diploma (Sep. 2009 – Dec. 2010),
4.Business Development Management (Jun. 2011),
5.Accounting and Finance Certificate (Sep. 2011 – Dec. 2012).
Insurance courses:
1.Insurance, Legal & Regulatory
2.Insurance Underwriting Process
3.Insurance Claim Handling Process
4.Insurance Marketing
5.Property & Casualty Insurance
6.Marine Cargo Insurance (Ocean/Inland)
7.Political Violence / Political Risk Insurance
8.Trade Credit Insurance
9.Employ Health & Benefit Insurance
EMPLOYMENT NARRATIVE
PRUDENTIAL, Portland, OR. – USA
(Licensed; Series 7, Series 66, L&H and P&C)
02/2016 – Present
MARSH Saudi Arabia, Jeddah – Saudi Arabia
Business Development Manager – Jeddah Office
01/2015 – 09/2015
MARSH Egypt, Cairo – Egypt
Country Sales Leader – Cairo Office
Role & scope of work:
Taking responsibility for the development and execution of sales and marketing strategy that facilitates the accomplishment of the office’s short and long-term new business revenue goals (new client and expanded) through a team of sales professionals which result in a meaningful contribution to the office’s growth objectives.
Essential functions:
Oversee the development and execution of the office’s annual sales and marketing plan.
Take a leadership role in managing, recruiting, selecting, training, developing, motivating, and evaluating sales team members.
Setting and allocating targets and goals.
Counsel and assist sales team members in the pursuit of new business opportunities (new and expanded).
Take leadership in developing and executing the office’s strategy for cultivating relationships with key centers of influence.
Plan and execute a consistent schedule of sales meetings for the office’s sales team.
Coordinate with the Client Executive team the execution of the office’s strategy on marketing and public relation efforts including but not limited to direct mail, client forums, educational seminars, information on new products/solutions, competition, markets, and trends.
Coordinate the development and execution of local growth and/or recognition meetings and events.
Oversee the development and distribution of sales reports and the appropriate utilization of sales support systems and tools.
Work with the Regional Sales Leader and the region’s Sales Leaders to develop and execute regional and national sales practice initiatives.
Identify new market opportunities
Search market size, market dynamics, barriers to entry, emerging technologies, key industry players, competitors, distribution channels, resource requirement, potential revenue/profit and various options available to enter new markets
Achievements:
Distinguished for developing a qualified pipeline and establishing the gold standard of prospecting and cold-calling processes later used by Business Development Executives.
Joined forces with the Regional Sales & Business Development Leader to address issues, conduct market research, devise new strategies and produce the marketing collateral, sales tools and templates to support the sales effort for a new line of business in Egypt.
Introduced Marsh capabilities and expertise through joining forces with the FINPRO, Financial Institutions, Employee Benefits, Bowring Marsh and Trade Credit & Political Risk practices.
Successfully managed the relationship with Marsh’s strategic partner “the HSBC” that evolved to be very profitable relationship and contributed soundly to the office new business pipeline.
Founding, managing and developing the relationship with Egypt second largest commercial bank “MISR Bank” that significantly contributed to Marsh position in the Egyptian market.
06/2009 – 03/2013
KAB INTERNATIONAL HOLDING - Rep. Office, Cairo – Egypt
Business Development Manager (GCC Markets)
Role & scope of work:
Managing all aspects of prospect development from pre-sale through closing. This includes developing referral sources, identifying new clients that match KAB client profile, and ensuring a consistent flow of new revenue for the firm. Identifying and actively pursuing potential new business opportunities with a strong audience in financial institutions in the GCC markets.
Essential functions:
Identifying and actively pursuing potential new business opportunities.
Leading the coordination of organizational resources necessary to drive a sale to completion.
Introducing the personal risk management concepts and other KAB capabilities to prospects and referral sources.
Developing sales strategies for increasing target market sales and managing the execution of these strategies.
Identifying potential referral sources and developing relationships through personal contact and presentation of the firm’s resources.
Generating additional revenue opportunities by introducing and leveraging other KAB products and services as appropriate.
Incorporating and regularly practicing techniques introduced through sales training to continuously enhance skills and related performance.
Participates in establishing and monitoring performance against agreed goals.
03/2007 – 06/2009
GULF TAKAFUL INSURANCE COMPANY, Kuwait - Kuwait
Key Account Manger
Role & scope of work:
Directing the profitable handling and growth of client accounts through the delivery of the overall client relationship management strategy, and the acquisition of new clients.
Essential functions:
Seek and build strong relationships at executive and operational levels and communicate the client’s strategy across personal GTIC resources including having a full understanding of the individual’s character styles and the corporate style
Acts as an ambassador for GTIC with client’s executives
Responsible for the direction and management of GTIC’s relationship with the client
Manage the communication between the client and service team members
Understand client business issues, needs and expectations
Seek feedback on GTIC’s service through ongoing client dialogue
Agree and implement client service agreement/letter of understanding
If client relationship is under threat, report client vulnerable, engaging appropriate teams
Ensure that diagnostic tools, Start Plans are completed as appropriate to identify client risks and needs. Ensure they are built in to client business plan and matched to GTIC resources/solutions
Provide leadership by example of the proactive and enthusiastic service levels expected from client service teams
Act as a referral point for the resolution of complex client queries internally and externally
Agree and set renewals with the client
Overall responsibility for the co-ordination of Placement for each client
Lead and sign off programme design activities
Lead new business initiatives and defensives including referral generation
Prepare and maintain a Client Portfolio Business Plan
Ensure operational procedures followed
Produce stewardship report if required
Maintain time recording individually and ensure team compliance
Ensure New and Expanded business is reported in proper manner and promptly.
02/2006 – 03/2007
ROYAL & SUN ALLIANCE INSURANCE COMPANY, Cairo – Egypt
Senior Account Executive
Essential functions:
Building and maintaining effective professional relationship with existing clients through regular review visits;
Contacting and visiting potential clients to introduce new insurance products;
Acting as a contact between my company and its existing and potential clients;
Monitoring the performance of the clients in respect of their profitability and quality standards;
Contacting clients to negotiate their existing insurance policies terms and conditions and encouraging them to buy RSA covers.
Gathering market and clients information and contributing to business plan;
Identifying and developing new business and discuss special promotion;
Dealing with queries on existing business, responding quickly and accurately;
Helping to negotiate with claims department when problems arise;
Keeping up to date with new legislation and technicalities;
Keeping abreast of market and customer changes;
Building up detailed knowledge about the RSA's insurance products;
Undertaking necessary administration activities like report writing;
Attending training and updating sessions run by the company.
06/2004 – 02/2006
ALLIANZ EGYPT INSURANCE COMPANY, Cairo – Egypt
Sales Executive (General Insurance)
Essential functions:
Gaining a clear understanding of clients' business and risk profiles;
Identifying and understanding individual client's needs;
Communicating clients' requirements to technical staff;
Developing a relationship with clients and giving prompt attention to their requests;
Discussing with clients their future insurance needs and maintaining business contact with them;
Organizing and attending meetings;
Liaising with other professional staff; such as surveyors, photographers and structural engineers;
Negotiating with the underwriters on behalf of clients;
Collecting premiums;
Developing new business and marketing my services;
Ensuring that requested work is carried out promptly;
Maintaining detailed records;
Analyzing collating a range of information;
Preparing reports for presentation to the company underwriters;
Keeping up to date with routine paperwork and correspondence;
Identifying new industry trends and developments.
07/2002 – 06/2004
Citibank, Cairo – Egypt
Sales Executive
Essential function:
Identifying and understanding individual client's needs;
Developing a relationship with clients and giving prompt attention to their requests
Visiting clients, establishing their needs and advising which services (such personal loans, insurance policies and saving plans) would best suit them;
Visiting and building links with local business;
Organizing area sales targets.
04/2001 – 07/2002
AMERICAN EXPRESS, Cairo – Egypt
Sales Executive
Essential function:
Identifying and understanding individual client's needs;
Developing a relationship with clients and giving prompt attention to their requests
Visiting clients, establishing their needs and advising which services (such personal loans, insurance policies and saving plans) would best suit them;
Visiting and building links with local business;
Organizing area sales targets.
06/2000 – 04/2001
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