Customer Service ofertas em Itália

Our client is in the Insurance industry.

Responsibilities :

• Responsible for Book of business which includes growth (organic new business upselling cross selling) maintenance and retention
• Regular client interactions and documented outcomes / discussion
• Provide good advice to clients and explain policies in order to protect their assets and protect them against financial loss
• Meeting FAIS requirements in terms of documentation and client record of advice
• Maintain good intrabranch / department communication and cooperation
• Client Management
• Up to date knowledge of changes in the insurance industry (class of business training CPD training product specific training)
• Compliance knowledge champion and ensure adherence to all FAIS requirements
• Advocate Treating Customers Fairly principles : internal clients and external third parties (potential new clients)
• Manage clients effectively to avoid exposing the business to risk and incurring Professional Indemnity claims
• Manage clients complaints and escalate if necessary

Requirements

• Up to 5 years of relevant experience with a preference for candidates who have some technical broking experience
• 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)

Up to 5 years of relevant experience, with a preference for candidates who have some technical broking experience RE5 120 Credits in Relevant Financial Advisory and Intermediary Services (FAIS) (preferred)

Key Skills

Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA