Client Relationship Manager

Job Description:

• Ensuring renewal notices are issued to clients in a timely manner
• Using the Renewal CRM to manage policy allocations
• Following up with clients regularly, ensuring they have received the renewal documents and that the renewal of the policy is processed in a timely manner
• Offering alternative options to clients in case they are unhappy with the current policy, while making them aware of the pros and cons of changing insurance providers (pre-existing conditions, waiting periods, etc.)
• Expediting the resolution of clients’ problems and complaints
• Coordinating with the Administration team for the processing of renewals, applications, and paperwork up until the completion of payment
• Independently organizing midterm campaigns for the assigned portfolio of clients to generate referrals
• Maintaining strong knowledge of internal tools (Outlook, Yellow Sheets, CRM, MO, etc.), following their associated procedures, and efficiently utilizing them to achieve the highest possible customer retention
• Constantly building and maintaining an understanding and knowledge of insurance companies’ products and services, and being able to identify and compare their advantages, pitfalls, and selling points
• Coordinating with the New Business, Corporate, and Claims teams when required

Requirements:

• Proactive and service-oriented with a can-do attitude
• Sales driven, positive and results-oriented
• Excellent interpersonal and communication skills
• BCP, PGI, ComGI and HI certifications are required for licensing