Education

• Bachelor’s degree from a college or University.

Experience

• 1 -2 years of experience.
• Maintain high levels of customer satisfaction by dealing with member/client enquiries in an effective and timely manner.
• To offer the highest possible level of service to all our clients thereby assisting in retaining existing business and improving our persistency levels by maintaining excellent productivity and accuracy

Duties & Responsibilities

• Respond to all client enquiries relating to eligibility, plan benefit coverage, claims status, policy terms and conditions and strive for first call resolution.
• Communicate regularly with clients and our business partners regarding the insurance cover and related claims.
• Provide payment confirmation or clarifications as required to clients.
• Achieve / exceed set productivity and quality standards.
• Interface effectively with internal colleagues and staff to resolve client issues.
• Maintain accurate records and files as required.
• Identify potential process improvements and make recommendations to Team Leader or Senior Officer.
• Adhere to the contents of the Operating Procedures Manual (OPM) and the Company’s overall internal procedures and policies.
• Nil E&Os.
• Miscellaneous tasks within the scope of work, as assigned by the direct manager.

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Education

• Bachelor’s degree from a college or University.

Experience

• 3 – 5 years of relevant experience in Insurance.
• To promote the Company with clients and actively solicit and secure new businesses and proposals.

Duties & Responsibilities

• Reviews contracts as required.
• Checks externally produced policy documents.
• Have a good working knowledge of the insurance products available, insurance trading conditions, the Company’s products and services.
• Handles all technical queries effectively.
• Highlights the specifics of the warranties, terms and conditions to clients.
• Contributes to a successful audit score.
• Demonstrate regulatory knowledge.
• Demonstrates detailed knowledge and understanding of the insurance market, insurance principles and the ability to apply them in the day to day activities.
• Demonstrates detailed understanding of more complex product features, benefits, exclusions, warranties and their application to various situations.
• Tailors product offering to client’s needs.
• Demonstrates an understanding of the concept of risk and how variables can affect the client, decisions in all classes of business.
• Demonstrates proficiency in the use of the Company’s systems and processes to fulfill role.
• Develops and maintains a strong relationship with the client and the market.
• Effectively manages the clients’ portfolios.
• Actively develops new business opportunities.
• Maximizes cross selling opportunities where possible.
• Prepares a prospect list of potential new clients.
• Demonstrates understanding of the concept of risk and exposures and how each aspect of risk affects the underwriting profile.
• Tailors the product offering to satisfy the needs of the client.

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