Job Description
The client is a HNW insurance broker firm.
Job responsibilities
- Prepare presentation decks for sales team usage for client engagement
- Assist in gathering relevant information and documentation from clients and relevant stakeholders.
- Maintain service standards to develop and improve customer satisfaction and retention
- Ensure that all customer requests are handled in a timely and consistent manner
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Support sales team to provide excellent service to high net-worth clients to achieve client retention
- Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
- Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
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