Ramla Sozi

Drive business growth and client retention through effective relationship management, insurance broking, and strategic business development initiatives. Lead sales team training and performance improvement programs, analyze sales data to support decision-making, and collaborate with marketing to increase market penetration and revenue opportunities. Manage insurance policy administration, risk assessments, renewals, and claims support while ensuring regulatory compliance and operational efficiency. Monitor market trends and competitor activities to provide informed client advice and maintain a competitive market position. Act as a key liaison between clients and insurers to ensure seamless service delivery and customer satisfaction.

Business Development & Sales Growth
Client Relationship Management
Insurance Broking & Risk Advisory
Team Leadership & Training
Sales Performance Analysis & Reporting
Policy Administration & Claims Management
Regulatory Compliance & Governance
Market Research & Competitive Analysis
Cross-Selling & Revenue Generation
Stakeholder Management & Negotiation Skills

 Agent Recruitment & Onboarding: Recruited new agents, guiding them
through the BRELLA registration process, identifying appropriate Principal
Officers, and assisting with TIRA registration, ensuring full compliance and
smooth onboarding.
 Agent Relationship Management: Successfully on boarded agents from
competitors, expanding the agency network and increasing market share.
Established and maintained strong relationships with agents to foster long-
term business partnerships.
 Business Renewal Follow-Up: Proactively followed up on business renewals
from existing agents, ensuring timely submissions and renewals to maintain
continuous coverage and revenue.
 New Business Registration: Assisted in registering new business, ensuring
accurate documentation and compliance with company policies and regulatory
standards.
 Product Training & Support: Conducted training sessions for agents on new
products, ensuring they were equipped with the knowledge to effectively sell
and represent the company’s offerings.
 Claims Progress Monitoring: Monitored the progress of claims filed by
agents, providing support and resolving any issues to ensure timely
settlements and maintain agent and client satisfaction.
 Commission Management: Prepared commission statements for agents,
coordinating with the finance department to ensure timely and accurate
payments.
 Agent Negotiations: Negotiated terms and agreements with agents to ensure
mutually beneficial arrangements, aligning business goals and promoting
strong partnerships.
 Cover Note Approvals: Managed the approval process for Cover Notes on
TIRAMIS, ensuring accuracy and compliance with internal and regulatory
standards.
 Agent Performance Reporting & Reconciliation: Reconciled agent reports,
ensuring accuracy and consistency of records, and shared the reports with the
supervisor for review and strategic decision-making