CUSTOMER RELATIONSHIP MANAGER

2024-03-25

info@precisemrc.co.zw

INSURANCE

We have been retained by our client in the Insurance sector for the recruitment and selection of a Customer Relationship Manager. The Customer Relationship Manager will be responsible for managing a portfolio of Executive clients by providing a full spectrum of individual Insurance products and services with a view of retaining and growing the business Portfolio. The individual is responsible for achieving results through own efforts.

•  University degree in Insurance and Risk Management, Marketing, or Business Studies

•  Operational Insurance and Risk Management Experience  

•  Sales and Retail Product Knowledge - Advanced 

•  Relational management - Core 

Underwriting and New Business Development functions

•  Identifying prospective clients for our business and converting these into new business sales . 

•  Assessment of risk and preparation of quotations indicating terms commensurate with the risk.

•  Making mid-term policy changes and amendments. Assisting/providing information to Credit Controllers on premium accounting queries or discrepancies.

• Monitoring loss ratio for portfolios and implementing necessary improvement measures. Providing technical support and advice including recommending appropriate coverage for risks submitted.

•  Manage policies and meet or exceed targets relating to revenue growth, activities, profit margin, mix of products and service sales, client retention and customer acquisition.

•  Adhere to all quality standards and processes, for the acquisition of client’ opportunities. Ensure that the functions and servicing program of clients are adhered to.

• Compliance with laid down contractual arrangements i.e. Service Level and Administration Agreements.

•  Identify new products/opportunities to complement and grow current business in line with client needs. 

•  Cross selling and upselling of  client's products to high networth clients 

Marketing:

•  Markets full spectrum of Insurance products 

•  Cross sells group products. 

•  Reviews client product portfolio regularly and recommends new and enhanced products to suit client portfolio.

•  Keeps abreast of industry trends and ensures that products are aligned to meet client needs and to ensure sustainable growth.

•  Sourcing new Business through acting on Leads and using own initiative.

•  Conducting market intelligence and research on potential clients and competitors.

•  Provide assistance to Marketing division when required.

•  The businesss Client entertainment through birthday celebrations, golf and other activities such as  economic briefs and luncheons etc.

•  Servicing of existing client portfolio enhancing Corporate Image.

•  Builds a pipeline of Executive clients and proactively engages them to achieve sales targets

Risk Management:

•  Uses specialist technical knowledge to evaluate and manage the validity of policy documents and determine and manage the liability of claims.

•  Determines, selects, and accepts risk and/or liability on behalf of the organisation.

•  Evaluates proposals against business rules and practices.

•  Exercises discretion in decision making within standardised practice.

•  Complies with anti-money laundering processes and practices and report any incidents in a timely manner. 

Client Service Delivery

•  Meets regularly with intermediaries and clients to address service-related concerns as to strengthen existing relationships and manage client experience 

•  Takes responsibility for the delivery of superior individualized service to clients.

•  Build key relationships with industry players.

•  Work closely with Backoffice service providers to ensure timely settlement of claims and query resolution.

•  To expeditiously deal with client complaints and escalate within agreed timeframes when necessary

•  Works closely with partners to ensure the business offering is seamlessly extended to them and managed

Harare

5 years

MARKETING EXECUTIVE

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