Job Description
KEY TASKS AND RESPONSIBILITIES
Managing the renewals cycle by ensuring the terms/notices are dispatched by 15th of every month.
Maintain good relationships with intermediaries and ensure maximum retention of profitable accounts.
Participate in renewal meetings with intermediaries and clients to review and retain renewal business.
Seek opportunities to cross-sell or upsell to existing clients by reviewing insurance portfolios and foster organic growth.
Provide excellent and prompt customer service for maintenance of a positive reputation for the business.
Resolve any customer complaints/issues/concerns in a prompt and professional manner, where necessary escalate to the various departments/authorities for closure.
Maintaining and updating the renewal tracker
Daily follow ups of renewals with the intermediaries through phone calls, visits, and emails
Confirming renewals and obtaining the risk notes
Collecting market intelligence for strategic renewal decisions to support retention.
Monthly follow up on recovery of lost/unrenewed business
Follow up on risk improvement implementations.
Quarterly and monthly review of performance and engaging clients/intermediaries for improvements and recovery
Support credit control by collecting all renewal premiums and ensuring that all feedback is given to the credit control team on policies that are due to be cancelled.
SKILLS AND COMPETENCIES
Sound Technical Underwriting skills.
Intensive and extensive product knowledge
People Management and overall managerial skills
Good analytical skills
Customer service skills
Good Communication Skills
Computer Literate with good knowledge of Excel
KNOWLEDGE & EXPERIENCE
Experience:
Minimum 5 years’ experience
QUALIFICATIONS
Degree in insurance or business related.
Professional qualification (CII or IIK) or good progress
Apply via :
oldmutual.wd3.myworkdayjobs.com
