This?position?will?be?responsible?for?delivering?of?high?quality?client?services?to?an?assigned?client?portfolio, within FINEX lines, and promoting new sales to achieve the sales (new & renewal) targets

Responsibilities:

• Manage specific tasks supporting client service delivery and administration throughout the insurance issuance?and renewal cycle as?per?instructions?and guidance of?Finex?AM and?higher manager

• Provide?the?highest?level?of?customer?service?to?existing?and?new?clients?as?assigned?and?guided by senior Finex staff

• Be responsible for day-to-day client interaction, follow up to support the client relationship and ensure a smooth client journey during and beyond the insurance placement cycle, including but not limit to obtaining of quotations; explaining insurance terms/conditions; making quotations comparison and giving recommendation to clients when and where appropriate

• Understand client needs and tailor solutions to meet their requirements

• Maintain relationships with existing clients to ensure repeat business and referrals.

• Develop database of prospects through cold calling, networking, and market research. Develop database of prospects

• Proactively reach out to prospects and present financial line products/services effectively

• Collaborate with internal teams to ensure smooth onboarding and service delivery.

• Achieve and exceed yearly sales targets and retention rate of the existing portfolio

• Maintain accurate records of sales activities and client interactions in CRM systems.

• Follow up with the clients for premium collection

• Ensure?all?WTW?Group?policy?requirements?(legal,?regulatory?&?compliance)?are?met

• Other?tasks?assigned?by?the?Company

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Willis Towers Watson is an equal opportunity employer