Catherine Rodgers

Business development and client relationship specialist experienced in international outreach, campaign management, and pipeline growth. Strong communicator with a results-driven approach to building partnerships and converting opportunities into commercial outcomes.

Senior Support & Business Development Account Manager at Swissential SA (2021-01 – Present)

Support business development and client relationship activities for international clients, focusing on outreach, campaign coordination, and pipeline management. Contribute to lead generation, client engagement, and retention through targeted communication and CRM-driven follow-up.

• Supported B2B LinkedIn lead generation campaigns for service-based clients through organic and paid strategies. Assisted in building outreach sequences, ad copy, taglines, and sourcing targeted audiences via Sales Navigator. Monitored campaign responses, ensuring leads were booked into Calendly and tracked against client KPIs, while also overseeing ad spend to maintain budget efficiency.

Senior Financial Advisor/Client Care Specialist at NOI Digital (2021-01 – 2021-12)

Progressed through multiple client-facing roles focused on insurance sales, retention, and advisory services across personal and commercial lines. Managed client portfolios by handling queries, policy changes, and complaints while providing tailored financial advice and upselling relevant products. Strong focus on client retention, relationship management, and administrative support.

Senior Financial Advisor/Client Care Specialist at NOUTsurance (2013-01 – 2020-12)

• Earlier roles in customer service and administration prior to 2013

National Senior Certificate – Sybrand Van Niekerk High School (2002-01 – 2008-12)

RE5 & Full FAIS Qualification – INSETA (2015-01 – 2018-12)