Provide prompt accurate and friendly customer service. This will include providing the most costeffective comprehensive Insurance coverage to clients.
Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage policy changes insurance availability etc.
Use a customerfocused needsbased review process to educate customers about insurance coverage/options.
Hold internal and client facing status meetings and updates that report on performance issues and continuous improvement.
Create and maintain comprehensive project and client documentation.
Plan and facilitate clientplanning sessions to ensure all contractual obligations are met and performance of clients portfolio is on par with expectations.
Build strong working relationships with clients stakeholders and team members through effective communication throughout the client life cycle.
Requirements
Provide prompt accurate and friendly customer service. This will include providing the most costeffective comprehensive Insurance coverage to clients.
Prospect for new business through various channels and follow up warm leads. Shall involve responding to inquiries regarding coverage policy changes insurance availability etc.
Use a customerfocused needsbased review process to educate customers about insurance coverage/options.
Hold internal and client facing status meetings and updates that report on performance issues and continuous improvement.
Create and maintain comprehensive project and client documentation.
Plan and facilitate clientplanning sessions to ensure all contractual obligations are met and performance of clients portfolio is on par with expectations.
Build strong working relationships with clients stakeholders and team members through effective communication throughout the client life cycle.
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