Manager- Servicing & Operations

Role Purpose The purpose of the Servicing Role is to act as a primary point of contact for clients, assisting them with their insurance-related needs, inquiries, and concerns. The role is pivotal in ensuring that clients have a positive experience, receive timely and accurate information, and have their insurance requirements met effectively. Key Expectations of the Role 1. Client Relationship Management:  Build and maintain strong relationships with clients through regular communication and follow-ups.  Understand clients' insurance needs and provide appropriate solutions or assistance. 2. Policy Management and Processing:  Handle policy issuance, renewals, endorsements, and cancellations in compliance with organizational and industry guidelines.  Ensure accuracy and completeness of policy documentation and related processes. 3. Client Queries and Issue Resolution:  Address client inquiries, concerns, and complaints promptly and professionally.  Collaborate with internal teams to resolve issues and provide satisfactory solutions to clients. 4. Cross-Selling and Upselling:  Identify opportunities to cross-sell or upsell additional insurance products to existing clients.  Provide clients with information about additional coverage options that may benefit them. 5. Compliance and Documentation:  Ensure compliance with all regulatory and legal requirements in insurance servicing activities.  Maintain accurate and up-to-date client records and documentation in accordance with company policies. Competencies Required for the Role Customer Focus:  Demonstrates a strong commitment to meeting customer needs and exceeding customer expectations.  Shows empathy and actively listens to clients to understand their requirements. 2. Communication Skills:  Communicates clearly and effectively, both verbally and in writing, to convey complex information in a simple and understandable manner.  Demonstrates active listening and understands the nuances of effective client communication. Problem-Solving and Decision-Making:  Identifies issues, analyzes problems, and proposes effective solutions in a timely and efficient manner.  Makes informed decisions considering relevant factors and potential impact on clients and the organization. Team Collaboration:  Collaborates and works effectively with team members, sharing information and ideas to achieve common goals.  Demonstrates a willingness to support team members and contribute to team success. Interpersonal Skills: Strong interpersonal skills, including the ability to build rapport and maintain positive relationships with clients. Show more Show less