## Title: Client Relationship Executive

This position offers a great opportunity for career growth in client relationship management within the insurance sector.

Conduct regular visits to existing clients to understand their evolving needs, address concerns, and explore opportunities for upselling or cross-selling
Monitor industry trends, understand clients' insurance needs, and provide tailored solutions
Identify and engage with potential clients to introduce products and services, and cultivate new business relationships
Work closely with the Technical Team to understand client specifications and ensure proposed solutions meet their requirements
Maintain clear and regular communication with clients and internal teams
Provide periodic reports on client interactions, market feedback, and progress of marketing activities
Perform claims oversight functions by engaging with the claims team and clients to ensure all claims are promptly processed and adequately settled

Aptitude for fostering positive relationships and client management practices
Experience in sales with a customer-oriented mindset
Problem-solving attitude
Excellent communication skills
Highly organized with attention to detail
Teamwork and interpersonal skills
Ability to stay updated on industry trends, competitor activities, and market dynamics
Ability to understand client needs and tailor proposals accordingly
Demonstrated ability to create detailed reports and proposals using Microsoft Word and Excel

Client retention rate
Policy renewal rate (ensuring zero policy lapse)
Renewal turnaround time: timely notification to clients (60 days for life, 30 days for others), weekly follow-up, prompt invoicing, and prompt document delivery
Error-free advisory to both potential and existing clients
Client engagement: regular visits or virtual meetings with clients (at least once a year), unless otherwise advised
Quality of feedback and escalation
Complaints resolution rate

Client Relationship Executive at Ark Insurance Group

Job description