Beatrice Nyaguthie

Beatrice Njeri is a focused, resilient, and result-oriented marketing, business development, sales, and customer service professional with over eighteen years of proven experience in customer service, administration, planning, sustaining high-level relationships as well as growing customer portfolio, product promotion, and championing and customer management. She has extensive experience in the Insurance Industry.

Beatrice is excellent in business development, sales, and marketing and has consistently delivered value, success, and profits. She has outstanding experience in sourcing and developing client referrals, and sales events, responding to sales inquiries and conducting market research to address the organization's sales and marketing requirements. She has worked with big organizations such as Britam, Murphy Marketing, Liberty Life, Pan Africa Life, and Metro Marketing Ltd. While at Murphy Marketing she got the Award of Best Marketer. She also holds an AKI Agent of the Year Award.

Beatrice holds a Degree in Advance Sales and Marketing Management as well as professional training in sales Leadership, Wealth Creation, and Anti Money Laundering. She has demonstrated outstanding skills in managing and sustaining high-level relationships as well as growing sales portfolios and product championing, retail sales, and distribution management. She is friendly and outgoing with excellent strategic prospecting, Selling, and negotiation, creating buyer-seller agreements, rapport building, good in multitasking, and completing assignments efficiently and on time, among other key skills. She also upholds integrity, honesty, reliability, and excellence.

Beatrice is all-rounded and able to handle multiple skills while paying attention to detail and working both under minimal supervision and as a member of the team.

 Head of operations, Nyota Logistic

 Key Task and Responsibilities

•  Designing Policies
• Overseeing customer service
• Implementing technology solution
• Managing business relationship
• Analyzing complex problem cases, as well as developing action or recommendations to assure sustainable elimination and avoidance 

Unit manager, Britam

Key Tasks and Responsibilities

Driving continuous growth in sales production to meet and surpass the set budgets;

Setting up in house agency force, recruiting, training, motivating, and providing effective field support to the in-house agents to ensure retention of a productive sales force and attainment of set targets;

Operationalizing the marketing and customer service strategies within the agency;

Identifying, targeting, and penetrating niche markets and creating awareness of Britamproducts within niche markets;

Promoting a positive image of the company through excellent service delivery; Playing an active role in carrying out CSR activities within the branch networks;

Ensuring compliance with the company policies and procedures on underwriting especially credit policy and documentation;

Ensuring that Direct Sales Agents comply with all regulatory requirements before starting to transact business;

Ensuring that Direct Sales Agents are well equipped with Britam product knowledge and updated in a timely manner of any changes;

Carrying out frequent client visits for customer relationship management, marketing, major renewals, and deal operational issues arising.

Financial Advisor, Pan Africa Life

Key Tasks and Responsibilities

Prospecting for clients for the provision of insurance and investment services and products including unit trusts, life insurance, monthly investment plans, education plans, General insurance, Retirement planning, offshore products, etc.;

Providing financial advice to clients according to their requirements and risk profile, as well as the performance of the specific portfolios;

Carrying out a detailed-fact find review of the potential clients and recommending appropriate insurance and investment products;

Maintain a regular follow-ups with clients to maintain strong customer service.

Marketing manager, Metro Marketing Limited

Key Tasks and Responsibilities

Planning, preparing, and presenting persuasive approaches and pitches to potential clients; Identifying and growing opportunities by achieving set sales targets;

Using existing networks of industry contacts to generate new business; Growing and retaining existing clients;

Following up with customers to ensure achievement of customer satisfaction and revenue generation, and Establishing long-term relationships with clients;

Conducting market research and competitor analysis; Establishing and executing route-to-market plans;

Understanding key client business drivers for all opportunities by identifying individual client buying decisions;

Maintaining teamwork with sales colleagues and other staff within the company; Providing regular activity/performance reports;

Revenue generation through initiating and pursuing leads on sales to a conclusion;

Promoting, advertising, and distributing Company products through all forms of marketing media campaigns, traditional print, digital, cold calling, SMS, email, and any other channels that may be availed to them;

Follow up on leads by calling, writing emails or physically visiting potential clients.

 Sales and MarketingOfficer, Liberty Life

Key Tasks and Responsibilities

Prospecting for Medical, Pensions& Life InsuranceClients;

Approaching Prospective Clients and scheduling appointments with them; Solutiondevelopment, Presentation, and responding to concerns and queries; Fact-finding to establish client needs and Desires;

Preparing and making reports on market analysis, competitor analysis, and market trends; Collecting information from clients on their risk profiles in order to offer them the proper solution;

Business Assembly on Policy Purchase and Sales Follow Through; Solution Delivery and After Sales Service;

Achieve the set monthly

  Senior Sales Executive, Murphy Marketing

Key Tasks and Responsibilities

Identifying, evaluating, and implementing new lucrative business positions; Prospecting and acquiring new clients;

Achieving assigned sales targets in terms of New Client Acquisition, number of projects and value and build a robust pipeline of Business Leads;

Being part of the Project Team at pitching stage and endeavoring to bring the interaction to a positive closure;

Communicating, liaising, and negotiating internally and externally using appropriate methods to facilitate the development of profitable business and sustainable relationships;

Ensuring that client requirements are captured, understood, agreed and delivered in a manner that creates positive client perception by engaging in constant expectation setting with client organization at all levels required;

Understanding the client requirements and ensuring the same is understood accurately by the sales team;

Maintaining contact with all clients to ensure high levels of client satisfaction; Receiving and resolving customer complaints and problems in a timely manner; Providing a weekly project pipelines update to Project Sales Manager;

Assisting the team in achieving sales targets.

• Certificate in Sales Leadership
•  Wealth Creation MasterClass
•  Anti-Money Laundering Course
• certificate of proficiency AKI
• Advanced Diploma in Sales and Marketing Management