Duties and Responsiblities
- Ensure renewals are carried out within 90 days to renewal date.
- Organize and attend renewal meetings and include all value-adding riders and features.
- Ensure clients queries are handled within two days or earlier.
- Client visits – have at least 4 visits per client, fill in a checklist prior to meeting and prepare a detailed file note on the action points agreed with the client, this should be reviewed by the division head within a day after the meeting.
- Business retention of 100% within allocated portfolio with organic growth of 10% per year.
- Perform other duties as assigned, including work in other functional areas to cover absences of relief, to equalize peak work periods or otherwise to balance the workload.
- Collect all premiums within 30 days of cover placement.
- Conduct at least one member education session for all allocated accounts per year.
Knowledge And Skills Required
- Strong verbal and written communication skills.
- Good assessment, analytical and problem-solving abilities.
- Demonstrated ability to interact and engage effectively with stakeholders at all levels.
- Business awareness, with a good understanding of financial markets.
- Proven planning, coordination and time management skills.
- Keen attention to detail and high levels of accuracy.
- Three to Five years’ experience in the insurance industry.
Professional and Academic Qualifications
- Bachelor’s degree in business related field.
- Diploma in insurance.
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