Bancassurance Associate
Sanlam Allianz
Developed and maintained strong client relationships by identifying insurance needs and recommending suitable protection and financial solutions; supported bancassurance sales through customer engagement, product education, lead generation, follow‑up and conversion; collaborated with banking and insurance stakeholders to deliver efficient client service and support business growth; maintained accurate customer and transaction records while adhering to internal procedures, regulatory requirements and service standards; responded to customer enquiries professionally, resolved service issues and supported customer retention through proactive relationship management.