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Old Mutual
Banking + 2 more
Description
QUALIFICATIONS, KNOWLEDGE & EXPERIENCE
Knowledge & Experience
- 2-3 years’ experience in the insurance industry preferably in client servicing
- Experience in handling SME/Corporate clients/portfolio is a must.
- Sales experience and excellent report writing communication and interpersonal skills.
Educational Requirement
- University Graduate with a business-related degree in Commerce/Finance or Business Administration -Insurance Option/Marketing/Economics
- Professional insurance qualifications - CII/COP is an added advantage
- Proficient in the use of Microsoft office suite & packages (word, excel, PowerPoint)
Responsibilities
- End to end proactive management of Intermediaries and customer relationships for assigned portfolio of schemes.
- Ensure superior customer experience is always provided to intermediaries/clients while working closely with other departments.
- Track and report on delivery of OM Customer Service Charter to meet the NPS and NES targets
- Contribute to the profitable growth of the portfolio based on set annual targets through profitable retention of existing business
- Responsible for obtaining and providing correct market intelligence on renewal/Tender business to ensure it is correctly/competitively priced.
- Proactively manage and reduce all costs including cost controls for adverse performing schemes.
- Support on excess, undertakings, and premium collection.
- Adhere to all the processes, procedures and controls set parameters.
- Train and increase uptake of all automation initiatives by clients/intermediaries and having gained comprehensive understanding of the same.
- Demonstrate teamwork/spirit and continued personal development.
- Any other duties that may be assigned by the management.
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