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A leading insurance brokerage seeks a Key Account Officer to support the Key Account Manager in managing client relationships and ensuring timely policy implementations. The ideal candidate will handle administrative tasks, respond promptly to client inquiries, and coordinate with insurers. This role is crucial for maintaining efficient operations and enhancing client satisfaction.
The Key Account Officer (KAO) acts as the assistant for KAM on administration tasks and implementation. The role involves managing the implementation policy and maintaining the related tracker to ensure a timely policy activation.
Key Responsibilities
Client Relationship Management:
Assist the client on the implementation and the tracker.
Act as a liaison between clients and insurers to ensure implementation promptly.
Handle administration tasks for the KAM
Policy Administration:
Respond to email inquiries within 24-36 hours, acknowledging receipt and coordinating with KAM .
Ensure timely implementation of new business orders
Check policy documents and ensure accuracy before releasing them to clients.
Handle administration tasks for the KAM
Renewal Process:
Prepare the comparison sheets as instructed by the KAM
Prepare alternative quotations from quotation tool when applicable and submit comparisons to KAM.
Implement renewal orders ensuring timely delivery of all documents to clients.
External Communication:
Insurers: Coordinate with all insurers on the Nexus panel via Broker Relations Managers or directly with admin teams.
Clients: Serve as the point of contact for implementation assistance and complete tasks during the absence of the KAM.
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