Takuma Kotani
Client Executive
Tokyo
Summary
Talented Client Executive eager to maximize sales success and drive business growth. Veteran relationship-builder and conflict-manager with strong communication and organizational abilities. Leverages over 10 years of experience in insurance industry to position organization for success.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Client Executive
Marsh Japan Inc.
Tokyo
08.2021 - Current
- Opened new accounts according to laid down rules and guidelines.
- Informed and suggested new insurance & other financial products to customers.
- Assessed client's viability for financial services and facilitated closings and referrals.
- Contributed to insurance marketing and awareness campaigns to grow customer base.
- Maintained and managed existing accounts by performing daily client service and producing risk management service.
Assistant Manager - Finance
Sojitz Corporation
Tokyo
06.2017 - 07.2021
- Trained new and existing staff members in various financial (especially in insurance) procedures to prepare for job requirements.
- Managed investments to diversify financial portfolios of in-house insurance agency and grow revenue.
- Created organizational structures to improve insurance functions.
- Forecasted trends and recommended improvements based on corporate risk analyses.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
Sales Executive
Mitsubishi Electric Corporation
Tokyo , tokyoto
2016.06 - 2017.05
- Provided accurate estimates by defining scope, timelines, potential setbacks, and limitations.
- Researched construction cost trends to stay up-to-date with industry developments and changes.
Assistant Manager
Tokio Marine ＆Nichido Fire Insuanrace Co.,Ltd.
Tokyo
04.2012 - 05.2016
- Reviewed sales and gross profit report to assess company efficiency.
- Defined clear targets and objectives and communicated to other team members.
- Used industry expertise, client service skills and analytical nature to resolve client concerns and promote loyalty.
- Assisted sales team with completing customer transactions and managing issues.
Education
Bachelor of Science - Economics
04.2006 - 03.2010
- Continuing education in Airport Management
- Elected to exchange student for Studying abroad program in France in 2009
Master of Science - Logistics Management
09.2010 - 11.2011
- Professional development completed in Airport Management
- Member of Chartered Institute of Logistics and Transport(CILT)
Skills
Networking strength
undefinedTimeline
Client Executive - Marsh Japan Inc.
08.2021 - Current
Assistant Manager - Finance - Sojitz Corporation
06.2017 - 07.2021
Sales Executive - Mitsubishi Electric Corporation
2016.06 - 2017.05
Assistant Manager - Tokio Marine ＆Nichido Fire Insuanrace Co.,Ltd.
04.2012 - 05.2016
University of Westminster - Master of Science, Logistics Management
09.2010 - 11.2011
Kwansei Gakuin University - Bachelor of Science, Economics
04.2006 - 03.2010
Similar Profiles
AYA NISHIYAMAAYA NISHIYAMA
Associate Consultant at Marsh Broker Japan, Inc.Associate Consultant at Marsh Broker Japan, Inc.
Mary Jane C. IsidroMary Jane C. Isidro
Licensed Immigration Agent at Business Grit Co., Ltd. Japan - Immigration Services Agency of Japan (ISA)Licensed Immigration Agent at Business Grit Co., Ltd. Japan - Immigration Services Agency of Japan (ISA)
Mayumi KayamaMayumi Kayama
Manager at Accenture Japan Ltd, Tokyo, JapanManager at Accenture Japan Ltd, Tokyo, Japan