Underwriter/ Relationship Officer Job Old Mutual
Insurance Jobs, Old Mutual Jobs.
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
Skills & 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
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