Client Servicing Executive
16 hours ago
**Windward Insurance Brokers: Smart Solutions, Delivered Simply
**Job Description: Client Servicing Executive - Broking Support
Launched in 2019, Windward is an innovative General Insurance broking firm that gives 'end-to-end’ risk management advice across the value chain of its clients’ businesses.
Through designing insurance products with insurers and usage of digital platforms, Windward seeks to enable clients to have more transparency on pricing and risks for business insurance, making business insurance cover affordable and simple to buy.
**What you are responsible for**:
- Client advisory and handling of new business matters in Corporate Commercial General Insurance
- Cross and Up selling of existing accounts
- Close follow up of new business referrals
- Ensure compliance of processes whilst aiding clients to meet their insurance requirements
- Forge and maintain good relationships with insurers
- Follow up with insurers and follow through with client on Policy Documents, Invoicing and payment matters.
- Understanding, facilitating and finalizing any claims or premium refund process from clients, whilst working with Client Account Manager if necessary
- Close collaboration with overseas partners and reinsurers to ensure appropriate capacity provided to insure client
- Continuous feedback and support on process improvements standards and level of service to clients and internal team workflows.
**Requirements**:
- ComGI, BCP papers from SCI preferred but not compulsory. A positive attitude and willingness to learn is more important.
- Good attention to detail
- Client facing and customer focused with great communication skills
- Basic computer skills such as MS Word, Excel, PowerPoint
- Able to prioritise work tasks
- Mandarin speakers highly preferred due to cross border transactions and partners in China
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