Account Executive – Long term insurance at BBS BANK LIMITED

The incumbent will process business transactions, new business, claims processing and invoicing. Ensures that the Agency’s daily functions run accurately and effectively and reports regularly to management.

Key Competencies

• Provide client service and manage the renewal process for long term insurance business.
• Handle the processing of refunds and claims for both life and general insurance product lines.
• Manage customer complaints and resolve them within the required turnaround time.
• Conduct timely reconciliation of commission payments.
• Continuously source appropriate insurance market intelligence and disseminate it to relevant stakeholders for decision-making.
• Effectively manage relationships with underwriters.
• Review and analyze customer documentation to ensure compliance with regulatory requirements.
• Maintain accurate records of all customer information and transactions.
• Assist with administrative duties for smooth functioning of daily operations.

Competencies:

• Strong interpersonal skills.
• Planning, Organizing and Coordinating.
• Teamwork.
• Results focused and committed.

Minimum Qualification:

• Business Related Degree or Risk and Insurance qualifications. COP Long Term Insurance.
• Knowledge of the insurance business services.
• Three years of continuous experience in a similar environment.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and as part of a team.