Senior Consultant, Client Service - Renewals

ROLES AND RESPONSIBILITIES

Relationship Lead

• Maintain strong relationships with all clients to ensure 100% retention.
• Handle escalated cases to completion.

Business Retention

• Ensuring that the agreed retention rate is reached – that one offers the best solutions on scheme renewals to manage client’s budget and benefits.

Renewal Function

• Ensuring that the budgeted renewal income is attained every month.
• Monitor the renewal process- end- to-end to ensure TATs are adhered to.
• Ensure the renewal tracker is updated.
• Review renewal reports to ensure standardization across client offerings.
• Mitigate against potential risk of loss of clients by having all information about clients on risk and following through on mitigating factors to secure the renewals.

Business Development

• Drive organic growth and new business by generating referrals from clients through great service, professional advice and knowledge of insurance and maximising opportunities at all times to cross/up sell to client in respect of all covers
• Replacement of lost accounts by actively pursuing clients not in the book and keeping a robust pipeline
• Monitoring and updating the CR pipeline tracker

Monitoring & Evaluation

• Preparation of monthly & periodic reports detailing achievements against set deliverables for the functions above.

EXPERIENCE AND QUALIFICATIONS

The following experience is preferred:

• Minimum of 5 years’ experience in key accounts management with a bias in insurance sector.
• A Degree in Insurance/Health/Customer Service/Business related field.
• A professional qualification in customer service is an added advantage.