Business Development & Client Relations Officer
1 | Business Development |
| · Identify, assess and pursue new business opportunities in support of
premium and revenue growth objectives. · Build and expand relationships with existing clients, prospective
customers, brokers and other stakeholders. · Support customer retention, cross-selling and upselling initiatives
across appropriate insurance products and services. · Conduct market research, monitor emerging trends and provide relevant
insights to support business decisions. · Assist with the planning and execution of approved marketing, outreach
and business development initiatives. |
| |
2 | Client Relationship Management |
| · Maintain regular and professional contact with clients to strengthen
relationships and understand their evolving needs. · Respond promptly to customer inquiries and service requests,
coordinating with internal teams where necessary. · Assist with the timely resolution of customer concerns and complaints,
ensuring appropriate follow-up and documentation. · Promote a consistent, courteous and customer-focused experience at
every point of contact. |
3 | Service Standard and Customer Service Experience |
| · Monitor response and turnaround times for assigned client matters and
follow through to completion. · Support adherence to established service-level standards and customer
service procedures. · Work collaboratively with departments and branches to improve
consistency in service delivery. · Promote a customer-centric culture and identify practical
opportunities to improve the client experience. |
| |
4 | Operational Support, Reporting and Continuity · Maintain accurate and current prospect, client, activity and follow-up
records. · Prepare periodic sales, pipeline, client engagement and performance
reports as required. · Support branch and departmental business development initiatives and
provide coverage for critical client engagement activities when
required. · Facilitate appropriate knowledge transfer and maintain organized
records to reduce key-person dependency and support business
continuity. · Carry out other related duties that are reasonably assigned and
consistent with the purpose of the role. |
- Maintain an up-to-date prospect and client pipeline showing opportunities, next actions, expected value, status and anticipated conversion dates.
- Submit a weekly activity update covering client contacts, prospecting, opportunities generated, follow-ups, outstanding matters and upcoming priorities.
- Prepare a monthly report covering new business, premium or revenue contribution, pipeline movement, conversion, retention, cross-selling, service issues and market observations.
- Provide quarterly trend analysis and recommendations on growth opportunities, customer feedback, service performance and stakeholder engagement.
- Promptly escalate significant complaints, service delays, reputational concerns, compliance issues or material business risks.
- Ensure all reports and supporting records are accurate, complete and submitted by established deadlines.
Requirements
- Relevant experience in business development, sales, client relationship management or customer service.
- Insurance or financial services experience would be an asset.
- A valid driver’s license and willingness to attend client meetings or business events would be an asset.