
Officer, Client Servicing
5 days ago
**In this position you will....
Perform full spectrum of insurance broking tasks and processes independently in relate to servicing of new and renewal clients’ accounts primarily in commercial lines insurance.
**You will be responsible for **
- Perform a supporting role to insurance schemes managed under the team.
- Establish and maintain professional relationships with clients and insurers.
- Ensure retention and organic growth of clients’ needs.
- Ensure timely production of placement/broking slips, cover notes and policies.
- Follow-up with insurers to ensure policy documents are processed and sent to billing within acceptable timeline.
- Check and sort insurance policies, endorsements and other documents before forwarding to the clients.
- Administration duties including sorting, despatching documents, retrieval of office files, maintaining filing / mailing records of office files / other mailing documents etc.
- Work closely with claims team to ensure the client’s claims are handled and managed promptly and efficiently.
- Assist credit control department to follow-up on premium collections when required. Perform other ad-hoc assignments which may be assigned as and when required.
**For you to be successful
**We expect you to be able to demonstrate the following key competencies**
Customer Focus:
- Demonstrates a customer centric mindset by prioritizing customer needs and addressing concerns with a sense of urgency
- Aware of the benefits of offering different service solutions to a diversity of customers and helps support adoption
Collaborative:
- Co-operates with team members to resolve problems and achieve goals
Creative:
- Looks for new ways to solve problems and execute in ways that add value
Communication
- Provides others with information they need in a timely manner
- Communicates clearly and actively listens to others
Adaptable:
Handles unexpected requirements and ambiguity in a receptive and calm manner. Resilient when things don’t go to plan.
**You will require the following qualifications and skills**
- Minimum 1 year of experience in similar capacity.
- Attained all relevant insurance certifications (Min. PGI, ComGI).
- Good verbal and written communications skills
- Critical thinker and problem-solving skills
- Good time-management skills and able to thrive in a fast-pace setting
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