Summary
Overview
Work History
Education
Skills
Certifications And Technical Skills
Remote Work Setup
Work Availability
Certification
Timeline
Hi, I’m

ISAAC IMOH INWANG

Abuja
ISAAC IMOH INWANG

Summary

Results-oriented Client Success Manager with over six years of experience in client relations, account management, and customer success in the financial services and banking industries. Skilled in developing and maintaining long-term client relationships, identifying needs to provide customized solutions, and enhancing client retention through proactive support and expert advice. Demonstrates a proven track record in tracking client satisfaction, quickly resolving inquiries, and collaborating with teams to improve results. Proficient in client retention tactics, sales, and problem-solving in dynamic environments. Enthusiastic about applying expertise in building trust and loyalty to help clients reach their goals, with a passion for connecting professionals to opportunities and ensuring smooth partnerships.

Overview

8
years of professional experience

Work History

Prudential Zenith Life - Bancassurance
Abuja

Senior Financial Advisor
08.2018 - 06.2025

Job overview

  • Served as the primary point of contact for clients across banking and insurance services, ensuring seamless communication and building strong, trust-based relationships to foster loyalty and long-term partnerships.
  • Assessed client needs through in-depth consultations, developing customized financial solutions aligned with their objectives, including investment, savings, and insurance products to drive success and retention.
  • Provided expert guidance and ongoing support, monitoring client satisfaction via feedback and performance metrics, while identifying opportunities for improvement and upselling to enhance value.
  • Addressed client inquiries and concerns promptly and professionally, achieving high first-contact resolution rates and consistently high satisfaction scores, contributing to client retention and repeat business.
  • Collaborated with internal teams, including junior advisors, to optimize client experiences, mentor on best practices for relationship management, and deliver comprehensive support.
  • Generated leads and closed high-value sales exceeding $177,631.57, demonstrating expertise in client acquisition, retention, and navigating complex challenges with ease.
  • Recognized as Top Financial Advisor (Abuja Zone 2020-2022) and MDRT Member (2019-2022) for exceptional client management and results; volunteered with Chaching to promote financial literacy and professional development.

Wellness Practitioners Alliance
Vancouver

Email Campaign Manager
07.2023 - 10.2023

Job overview

  • Acted as a key client contact, nurturing relationships through strategic email campaigns focused on lead cultivation, engagement, and conversion to support client onboarding and long-term success.
  • Assessed audience needs and collaborated with support teams to develop tailored communications, improving retention and satisfaction by addressing feedback and optimizing client experiences.
  • Monitored campaign performance and client interactions, providing proactive solutions to enhance value and drive positive outcomes in a remote, collaborative environment.

Federal Roads Maintenance Agency Headquarters
Abuja

Finance/Admin Assistant (NYSC)
03.2017 - 08.2018

Job overview

  • Served as a primary contact for clients and stakeholders, handling financial inquiries with professionalism, assessing needs, and delivering accurate, tailored resolutions to build trust and satisfaction.
  • Collaborated with internal teams on operational tasks, including payroll and budget tracking, while monitoring feedback to identify improvements and ensure efficient client support.
  • Resolved concerns promptly, contributing to strong client relationships and operational success through proactive problem-solving and documentation.

Education

University of Port Harcourt

Bachelor of Science from Economics
01.2014

Skills

  • Client Success and Account Management
  • Client Relationship Building and Retention
  • Client Needs Assessment and Customized Solutions
  • Expert Guidance and Ongoing Support
  • Client Satisfaction Monitoring and Feedback Analysis
  • Cross-Functional Team Collaboration
  • Problem-Solving and Conflict Resolution
  • Exceptional Written and Verbal Communication
  • Proactive Self-Starter with Independent Work Ethic
  • CRM Tools (Zendesk, HubSpot, Zoho)
  • Lead Generation and Sales Expertise
  • Remote Work Efficiency and Documentation

Certifications And Technical Skills

  • Customer Service & Relationship Management - Dexter & Heros Consulting
  • Marketing & Communications - UNIDO HP-LIFE
  • Simple Data Analytics - Data Lead Africa
  • Proficient in CRM Software: Zoho
  • Microsoft Office Suite (Word, Excel, Outlook)

Remote Work Setup

HP EliteBook Core i5 (8th Gen) with 8 GB RAM, exceeding minimum requirements for seamless operations., A Functional laptop meeting AMD Ryzen 5 equivalent standards, operational during power interruptions, and a solar inverter in the event of a power outage., high-speed connection 70 Mbps, 30 Mbps capable of supporting work during outages., Functioning webcam, noise-canceling USB headset, smartphone for communication and verification., Quiet, dedicated home office environment for focused, professional remote work.
Availability
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Certification

  • Customer Support - 2017

Timeline

Email Campaign Manager

Wellness Practitioners Alliance
07.2023 - 10.2023

Senior Financial Advisor

Prudential Zenith Life - Bancassurance
08.2018 - 06.2025

Finance/Admin Assistant (NYSC)

Federal Roads Maintenance Agency Headquarters
03.2017 - 08.2018

University of Port Harcourt

Bachelor of Science from Economics

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ISAAC IMOH INWANG