- Prepare and issue renewal documentation for assigned accounts within agreed timeframes and high level of quality
- Ensure regular and pro-active Intermediary/Partnership engagement and support by phone/email throughout the renewal process to ensure a high renewal retention rate as determined by Management.
- Communicate and document all agreements and requirements for the renewal.
- Prepare RM renewal documentation when required for all departmental product lines.
- As part of the renewal process actively inform brokers/clients in respect of any targeted company initiatives.
- Maintenance of client files in accordance with department procedures.
- Keep up-to-date with procedural developments within the KAM department and ensure that all work is done in accordance with these including Allianz Care Sales Guidelines and the new regulations introduced in certain markets.
- Follow-up on renewals issued and on missing information in order to incept the renewal.
- Obtain fully signed off documentation in relation to the regulations of each renewal per assigned country.
- Provide reports on daily/weekly activity in line with department procedures
- Responsibility for Health, Safety and Welfare within team (please refer to the Company's Safety Statement for full list of responsibilities).
- Easy, quick and high quality interactions with all touch points and escalation resolution in a swift and client centric manner where required.
- With support identify and implement efficient solutions to client's requirements and challenges
- Ensure escalations are referred to Manager to ensure a swift and client centric resolution
- Seek, document and share feedback from client/intermediary/partners on service delivery via NPS surveys.
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IT Support Executive
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IT Support Executive
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Customer Support Executive
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Customer Support Executive
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