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1 | Business Development |
聽 | 聽 路聽聽聽聽聽聽聽 Identify, assess and pursue new business opportunities in support of premium and revenue growth objectives.聽 路聽聽聽聽聽聽聽 Build and expand relationships with existing clients, prospective customers, brokers and other stakeholders.聽 路聽聽聽聽聽聽聽 Support customer retention, cross-selling and upselling initiatives across appropriate insurance products and services.聽 路聽聽聽聽聽聽聽 Conduct market research, monitor emerging trends and provide relevant insights to support business decisions.聽 路聽聽聽聽聽聽聽 Assist with the planning and execution of approved marketing, outreach and business development initiatives.聽 聽 |
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2 | Client Relationship Management |
聽 | 路聽聽聽聽聽聽聽 Maintain regular and professional contact with clients to strengthen relationships and understand their evolving needs.聽 路聽聽聽聽聽聽聽 Respond promptly to customer inquiries and service requests, coordinating with internal teams where necessary.聽 路聽聽聽聽聽聽聽 Assist with the timely resolution of customer concerns and complaints, ensuring appropriate follow-up and documentation.聽 路聽聽聽聽聽聽聽 Promote a consistent, courteous and customer-focused experience at every point of contact.聽 聽聽 |
3 | Service Standard and Customer Service Experience |
聽 | 路聽聽聽聽聽聽聽 Monitor response and turnaround times for assigned client matters and follow through to completion.聽 路聽聽聽聽聽聽聽 Support adherence to established service-level standards and customer service procedures.聽 路聽聽聽聽聽聽聽 Work collaboratively with departments and branches to improve consistency in service delivery.聽 路聽聽聽聽聽聽聽 Promote a customer-centric culture and identify practical opportunities to improve the client experience.聽 聽 |
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4 聽 聽 聽 聽 聽 聽 聽 聽 聽 | Operational Support, Reporting and Continuity 聽 路聽聽聽聽聽聽聽 Maintain accurate and current prospect, client, activity and follow-up records.聽 路聽聽聽聽聽聽聽 Prepare periodic sales, pipeline, client engagement and performance reports as required.聽 路聽聽聽聽聽聽聽 Support branch and departmental business development initiatives and provide coverage for critical client engagement activities when required.聽 路聽聽聽聽聽聽聽 Facilitate appropriate knowledge transfer and maintain organized records to reduce key-person dependency and support business continuity.聽 路聽聽聽聽聽聽聽 Carry out other related duties that are reasonably assigned and consistent with the purpose of the role.聽 |
- 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鈥檚 license and willingness to attend client meetings or business events would be an asset.
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