Purpose of Job
We are looking for talent who manages day-to-day servicing of Employee Benefits accounts, including renewals, develops business relationships with clients, review coverage terms, conditions, and pricing on new and renewal accounts for corporate clients.
Key Responsibilities / Accountabilities
- Maintain relationships with clients, understanding their insurance needs.
- Review client policies, documentation, and marketing presentation, analyse and identify scope of cover required and check adequacy of existing cover.
- Follow up with insurers on policy documents, notify insurer of any discrepancies, and amendment.
- Respond to incoming enquiries from clients, insurers and third parties.
- Ensure quotations, memorandum of insurance, and billings are correct and complete.
- Follow up with clients on premiums collection and address premium warranty due date.
- Assist in renewal process, preparation of submission and the gathering of information
- Process of slips, quotes, indications, and endorsements duties.
- Review client's claim status and assist in handling claims where necessary.
Knowledge and Experience and Skill
- Diploma or bachelor's degree in insurance, economics, business management or related disciplines.
- Minimum 5 years working experience in similar field.
- Possess relevant knowledge of the principles of Insurance will be preferable.
- Able to communicate effectively both orally and written in English.
- Computer skills (Microsoft Excel, Word, and Power Point)
- Interpersonal skills and client relationship capabilities.
- Ability to work effectively within a team.