Delivering exceptional customer service and resolving customer enquiries to assist in the profitable growth of the direct business portfolio by performing quotes, renewals, policy maintenance and problem solving and relationship building with direct customers
Primary Responsibilities
• Strategy and Planning
•Nil
•Policy, Process and Procedures
•Monitor and manage monthly budget are met
•Identify and implement ‘best practice’ risk control and process improvements
•Attend relevant product and skill course, maintain product, system and process knowledge and pass on relevant points to other employees
•Monitor, review and maintain underwriting guidelines, procedures, checklist suitable for product requirements
•Underwrite current and existing policies, complex risks within underwriting authority limits, organizational policy and underwriting standards
•Environmental Awareness/Customer Focus
•Assist customers with initial usage of products and ongoing problem resolution.
Provide communication for development or enhancement of the products
•Review service and performance standards against expectations with direct customers. Focus on delivering excellent customer service and provide an enjoyable customer experience
•Investigate, resolve or escalate all customer complaints in a timely fashion
•Maintain and improve relationships and promote company image both internally and with direct customers
•Technical Performance
•Utilize product knowledge and demonstrate the necessary technique and skill and to resolve customer enquiries and perform the job
•Identify new business opportunities and self insurance prospects
•Accurately indicate trends by class of business to develop, present and negotiate direct customers’ requirements
•Build strong knowledge of current legislation, best practice, underwriting acceptance levels systems and guidelines
•Provide proper, adequate and effective underwriting risks records, either manual
📌 Senior Associate (Mumbai)
🏢 Qbe
📍 Mumbai
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