Client Relationship Executive at Ark Insurance Group

Responsibilities

• Act as the primary point of contact for clients, addressing inquiries and concerns promptly.
• Develop and maintain strong relationships with clients.
• Monitor industry trends, understand clients’ insurance needs and provide tailored solutions.
• Cross-sell and upsell insurance products to meet clients’ needs.
• Identify new business opportunities within existing client account.
• Prepare and present insurance proposals and quotes to clients.
• Ensure accurate and up-to-date client records, policies, and documentation.
• Ensure compliance with insurance industry regulations and ethical standards.
• Monitor market trends, competitors and provide clients with insights into market changes.
• Adapt to changes in the insurance landscape and adjust strategies accordingly.
• Provide regular performance reports to the Senior Client manager, summarizing key client interactions, sales activities, client feedback and progress toward established goals and targets.

Qualifications

• B.sc degree in business administration, marketing or any related field; master's degree is a plus
• Relevant professional certifications will be an added advantage (CRM)
• 3 - 4 years of relevant experience in a related job function