Internal Relation: Customer Service, Sales, Operation

Job highlights

• Bachelor s degree in any discipline (preferred: Finance,Business,or Insurance)
• Licentiate / Associate from the Insurance Institute will be an added advantage
• Proficient in MS Office,with working knowledge of CRM platforms (e.g
• 5+ years of proven experience in relationship management within the insurance sector

Reports to: Director Positions Supervised Operations, Sales Team, Customer Support Team

Mandatory Skills

1. Leadership: Demonstrates the ability to inspire, guide, and lead a diverse team toward achieving business objectives.

2. Customer Orientation: Exhibits a customer-first mindset, ensuring client satisfaction and long-term relationships.

3. Problem-Solving: Proactively identifies challenges and devises effective solutions to address customer concerns.

4. Collaboration: Works effectively across teams, building partnerships to meet customer needs seamlessly.

5. Adaptability: Quickly adapts to dynamic market conditions and client demands to maintain relevance and competitiveness.

6. Effective Communication: Displays excellent interpersonal skills to convey ideas clearly and build trust with stakeholders.

7. Accountability: Takes ownership of responsibilities and strives to exceed client and organizational expectations.

in identifying new opportunities, expanding client portfolios, and driving branch revenue growth.

2. Client Relationship Management: Strong ability to nurture, retain, and deepen customer relationships to ensure loyalty and satisfaction.

3. Product Knowledge: Comprehensive understanding of general and life insurance products and their relevance to client needs.

4. Market Analysis: Skilled in assessing market trends, competitor strategies, and customer behavior to drive business success.

5. Negotiation Skills: Adept at negotiating contracts and ensuring mutual benefits for the company and its clients.

6. Compliance Management: Ensures adherence to regulatory requirements and organizational policies in all client dealings.

Job Description

Role and Responsibilities:

Build and nurture relationships with key employees and stakeholders among customers. Create strategic plans to address clients business needs and objectives. Advise clients on implementing profitable processes and best practices. Schedule regular check-ins with customers to ensure satisfaction and resolve any concerns. Act as the primary point of contact for complaints, ensuring timely escalation and resolution

of issues. Assist the sales team in up-selling or cross-selling relevant products and services. Ensure adherence to contractual terms by both the company and clients. Monitor competition to identify innovative methods for client retention and acquisition. Set and achieve sales and revenue targets aligned with organizational goals. Collaborate with internal teams (sales, senior management, etc.) to effectively address and

Bachelor s degree in any discipline (preferred: Finance, Business, or Insurance). Licentiate/Associate from the Insurance Institute will be an added advantage. 5+ years of proven experience in relationship management within the insurance sector. A track record of achieving sales and customer retention goals in both general

and life insurance domains. Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)