Sales and Customer Officer - Insurance jobs in Malta - October 2020

Sales and Customer Officer

at

Konnekt
JOB TYPE: Full Time JOB LEVEL: Experienced
CATEGORY:
Insurance

As a Sales and Customer Officer, you will be responsible for interacting with customers and effectively responding to their sales and customer service requirements whether these are made face-to-face, by telephone or through electronic mail

Other Responsibilities

  • Providing product information to clients and responding to their queries.
  • Promoting new products
  • Providing advice to the client with regards to the impacts of alterations to existing policies
  • Providing quotations for a new policy and completion of necessary paperwork if a sale is concluded
  • Administers a policy’s process as appropriate with regards to surrenders, maturities, payment of death benefits, revised Estimate Maturity Values, top-ups, switches, valuations of Unit Linked policies, payment of premiums.
  • Handling all calls and electronic mails from clients.
  • Handling of customer complaints received at Regional Offices and seeking resolution thereof; referring unresolved complaints internally through the established channels.
  • Processing of customer requests by amending the customer/policy records accordingly, issuing and sending the appropriate paperwork.
  • Servicing of customer enquiries on the phone and by email, in a similar way to walk-in customers.
  • Verifying the identity of the customer in accordance with the procedure on customer identification and logging all calls in a call centre database
  • Actively follow up with clients of maturing policies with a view to attracting reinvestments.
  • Assist with work related to receipt and process payment from walk-in customers.
  • Carrying out end-of-day reconciliation of cash and cheques received at Regional Office.
  • Other duties as assigned from internal reports.

    Experience & Skills
     
  • Background in an insurance technical environment
  • ​Knowledge of Microsoft Office Tools/Applications
  • Good negotiation skills
  • Strong Communication Skills – verbal and written in both Maltese and English
  • Strong Analytical Skills
  • Preference will be given to applicants who attained a CII qualification (minimum Dip CII) or who are in advanced progress towards achieving such qualification
  • Ability to work independently with minimal guidance and part of a team.
  • Currently living in Malta


 

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