Roles and responsibilities
Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team. The Consultant will guarantee 100% client satisfaction leading to client retention and business growth through new business referrals.
Relationship Lead
Creates and strengthens relationships by holding frequent ad hoc meeting with the clients to update them on the status of the scheme.
Be the main contact person of Zamara to clients and underwriters.
Provide professional advice explaining cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy.
Scheme Performance and Reviews
Review the performance of all schemes and advising the clients on how to ensure that their claims experience is favorable.
Preparing service reports to clients on the operational, claims and care management issues.
Providing reports within the given time frames to ensure the clients are in the know about their scheme performance.
Analyze and communicate market trends which will advise clients and how best to optimize scheme performance by comparing and benchmarking various corporate benefits offering.
Underwriting
Scheme set up in the system.
Invoicing clients and collecting premiums.
Reconciliation of accounts with finance and underwriters.
Database Management
Acknowledgement of receipt of membership instructions from client.
Advising insurer on membership instructions received (additions & deletions).
Accurate day to day membership updates.
Value Adds
Design & implement value adding concepts.
Complaint Management
Revert to clients on escalated issues and complaints raised ensuring that customers are always satisfied by the service level given.
Ascertain that the agreed upon turnaround time for resolution of client enquiries and complaints.
Business Development and retention
Produce referrals from clients through great service, excellent advice and knowledge of insurance.
Analyze and take advantage of opportunities always to cross/up sell to client in respect of all covers.
Warranty that the agreed retention rate is reached – that one offers the best solutions on scheme renewals to manage client’s budget and benefits.
Compliance
Drive compliance of all schemes by making sure that all pertinent documents such as policy documents, renewal endorsements, award and introduction letters, service level agreements are issued and qualified.
Conduct member education to members to drive adherence to the set policies.
Experience and personal qualities
The following experience is preferred:
Bachelor of Commerce degree – Insurance option or business-related field.
Minimum 3 years’ experience in key accounts management with a bias in the insurance sector.
A professional qualification in customer service is an added advantage.
The following personal qualities are preferred:
Excellent communication skills both written and spoken
Customer management skills
Good analytical skills
Good work ethic
Team player
Attention to detail
Business etiquette
Innovative
Apply via :
www.linkedin.com
