To manage key client accounts and ensure a high level of customer satisfaction by leveraging Minet’s expertise, resources, and partnerships. The role focuses on client retention, service excellence, and account growth, while maintaining strong relationships with both clients and insurance carriers.
Duties and Responsibilities
Business Retention
- Build and maintain strong, long-term
relationships with assigned clients.
- Understand each client’s business priorities and
strategic direction to deliver tailored solutions.
- Develop and implement a client promise plan to
ensure service consistency and accountability.
- Facilitate stewardship meetings with clients at
least twice a year to review performance and address issues.
- Solicit and analyze annual client feedback to
drive continuous improvement.
Carrier Management
- Identify and recommend appropriate insurance
carriers based on client needs.
- Ensure all policies are issued with the correct
terms, conditions, and wordings.
- Develop and maintain Service Level Agreements
(SLAs) with carriers to ensure service quality.
- Monitor carrier performance regularly and take
corrective action when necessary.
Responsibilities
- Handle invoicing processes and follow up on
underwriting endorsements.
- Manage and monitor client debt to ensure timely
payments and minimize risk.
- Issue accurate and timely policy documentation
to clients.
- Audit policy documents to ensure they align with
client expectations and agreed terms.
- Identify and pursue opportunities for organic
account growth.
- Oversee the end-to-end claims process, ensuring
prompt resolution and communication with clients.
- Maintain strong strategic partnerships with
Minet Global Partners to leverage international expertise and support.
- Provide support to the Sales Team as needed,
including participating in pitches and onboarding new clients.
Key Result Areas
- High-Quality Service Delivery: Consistently
deliver excellent client service in line with Minet’s standards and client
expectations.
- Effective Relationship Management: Build and
nurture strong relationships with clients and carriers to support
long-term business partnerships.
- Business Retention: Maintain high retention
rates of assigned accounts through proactive engagement and service
excellence.
- Business Growth: Identify and pursue
opportunities for organic growth within existing accounts.
Key Competencies
Knowledge And Skills Required
- Minimum of 5 years’ experience in a similar
client-facing or account management role within the insurance or financial
services industry.
- Proven experience in managing key accounts and
delivering client-focused solutions.
Professional and Academic Qualifications
- Bachelor’s degree in a relevant field.
- Diploma in Insurance.
How to Apply