Job Description
GENERAL FUNCTIONS & TASKS
Will be provided in detail at client interview but will include - Deliver service and manage relationship with SME Insurance clients. Generate additional revenue by creating cross-selling opportunities. Contribute to the achievement of the financial goals of the business. Working with a team oriented ethos deliver timely advice and service to new and existing customers. Work with insurers to promote a proactive working relationship with common goals.
Financial Goals - Meet targets detailed in the Balanced Scorecard for the service of General Insurance products.
Customer Management / Portfolio Management. Manage a portfolio of SME renewals in line with Company standards and processes. Ensure all documentation is returned by the customer completed appropriately for processing within the timeframes detailed in the customer service standards. Undertake quality check of completed proposals and insurance questionnaires upon their return from the client. Assist in the customer retention strategies as identified by the business. Handling of all claims, advices and ongoing management enquiries. Ensure information is updated on Customer Relationship System in a timely manner. Appropriate communication is maintained with members via meetings, newsletters, seminars and trade presentations. Work with Head Office Team to establish eligibility for WA SME clients.
Insurer Management - Working with insurers, improve service standards to lift customer sentiment through reduced response times, appropriate and timely decision making, competitive product pricing and profitable results for both organisations. Assist staff develop relationships with insurer representatives.
Compliance - Ensure all processing is completed in line with established processes. Complete all tasks in accordance with service standards. Identified improvements are channelled appropriately, prior to their implementation. Working with Other Teams. Provide the necessary support to assist the business maintain customer service standards and achieve their financial goals. Promote our cross-selling strategy by continually offering other products and services available. Working with the colleagues, foster a team approach amongst staff. Where requested, assist other teams with identified duties.
Self Development - Undertake technical training identified by the incumbent that maintains industry skill level requirements. Participate in training programs identified by management.
Additional Duties - The incumbent may be required to perform additional tasks or duties outside those specified in the position description, if they are in line with the skills, experience and qualifications of the employee.
RELATIONSHIPS & AUTHORITY
Reports to the State Manager
QUALIFICATIONS & EXPERIENCE
You will need to have Tier 1 and recent broking experience.
