Hany Hallawa

• Team Management: Recruiting and supervising a team of insurance sales agents. This includes setting sales targets, and mentoring staff to achieve goals.
• Sales Strategy Development: Creating and implementing sales strategies to meet or exceed company goals, which includes analyzing market trends and competitive activities.
• Client Relationship Management: Building and maintaining relationships with clients to enhance customer satisfaction and retention. This includes addressing client inquiries, and resolving issues.
• Networking: Developing professional networks to identify new business opportunities and partnerships within the insurance industry.
• Market Analysis: Conducting research to identify potential clients and assessing their insurance needs. Understanding regional market dynamics is crucial for tailoring services effectively.
• Performance Monitoring: Tracking sales performance metrics and preparing reports for upper management. This includes analyzing sales data and adjusting strategies as needed.
• Compliance and Regulations: Ensuring all sales practices comply with national laws, industry regulations, and company policies.
• Collaboration: Working with other departments, like marketing and underwriting, to align sales initiatives with broader business objectives.
• Customer Education: Providing potential clients with information about insurance products, their benefits, and helping them make informed decisions.

• Build up a good rapport with individual clients and insurance companies.
• Analyze information from clients, and assess their insurance needs.
• Research and identify insurance companies' policies, and negotiate with them to find the most suitable insurance offer for the client.
• Ensure that clients understand the terms and the extent of the coverage provided, in line with industry regulations.
• Manage the annual insurance cycle, including policy renewals, amendments, and mid-term adjustments, and project clients' insurance needs.
• Advise clients on whether and when they need to make a claim on their policies.
• Build a new portfolio of clients, and maintain ongoing relationships with existing clients.
• Opening, negotiating, and closing deals.
• Keep detailed records and complete administrative tasks, such as paperwork and correspondence.
• Stay updated with changes and developments in the insurance market.

• Client acquisition and consultation: Actively and continuously build relationships with new clients through networking (attending events, seminars, participating in marketing initiatives, and industry events to promote the consulting firm's services and expertise), utilizing my network, referrals, and cold calls.
• Assess clients' insurance needs, considering their personal or business circumstances, assets, liabilities, and risk tolerance.
• Recommend suitable insurance policies, approaches, or products (required service) to meet their needs.
• Assist and guide clients in making informed decisions, including negotiating, closing deals, insurance licensing, claims, etc.
• Provide tailored recommendations, solutions, and alternatives to help clients optimize their insurance portfolios, and mitigate risks effectively.
• Maintain strong relationships with existing clients to ensure retention and satisfaction.
• Address the clients' inquiries and concerns promptly and effectively.
• Provide ongoing support and assistance, whether with required adjustments, claims processing, and other related issues.
• Educate clients on insurance concepts and best practices to enhance their understanding and decision-making.
• Seek regular updates and developments in the insurance market, as well as in different industries (local and regional), regulations, and product offerings.
• Stay aware and updated with industry regulations, compliance requirements, and legal developments affecting insurance products and services.
• Analyze competitor offerings and pricing strategies to remain competitive in the market.
• Assist clients in identifying and understanding potential risks inherent in their personal or business operations.
• Offer guidance on suitable insurance products, and risk transfer and mitigation mechanisms.
• Ensure all necessary paperwork and documentation are concluded in compliance with the organization's, company's policies, rules, and regulations.
• Set and achieve sales targets and performance goals as outlined by management.
• Track and report on sales activities, pipeline status, and revenue projections.
• Evaluate insurance policy terms, conditions, and exclusions to ensure clients have a clear understanding of their coverage.
• Review insurance proposals and quotes from multiple carriers to help clients make informed decisions.

Managed day-to-day operations of a family-run agricultural and poultry production business, including crop cultivation, poultry farming, workforce supervision, supply and sales coordination. Contributed to improving productivity and maintaining consistent output over six years.