Relationship Executive

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)
  

• 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.