Client Relationship Manager
1 month ago
Job Description
Client Relationship Management- Underwriting Analyst
A services company, specializing in providing companies with administration services for their insured international employee benefits (“IEB”), is seeking to recruit a Client Relationship Management- Underwriting Analyst
Reporting to the VP, Client Relationship Manager the successful candidate will be responsible for the management of existing accounts and providing Technical support
Primary Responsibilities:
- Working with Client Relationship Manager (CRM) and Technical Services (TS) team to support the client account management.
- Help create and nurture relationship along with the assigned CRM with clients' Risk Management and HR/Benefits team
- Responsible for managing weekly client calls and issue minutes of all calls/meetings.
- Support CRM to actively manage assigned accounts and address client needs and queries effectively within the set turnaround time and ensure compliance with all SLA/KPI’s
- Maintain and ensure accuracy of client trackers including upcoming renewals, migration, country issues etc…
- Help to proactively resolve services issues where needed
- Work on various presentations and various client reporting requests and ensure timely delivery
- Responsible for preparing underwriting models for renewals new business and and presenting underwriting results to the CRM for all line of business, Medical, Life, Disability and Accident that includes:
- Calculating and suggesting premium levels with respect to the risk under assessment
- Modelling the forecast cost of benefit changes for clients' local business units
- Mid-year underwriting and budgeting exercises for the clients
- Produce other ad hoc financial reports as required for the clients
- Other responsibilities and duties as directed from time to time by CRM and/or the Management Team
Candidates should possess the following:
- Minimum of 3-5 years of relevant insurance experience, or Bachelor’s degree required with preferably business or actuarial related qualification.
- Understanding of underwriting and risk management especially in employee benefits Insurance
- Ability to communicate effectively and efficiently with clients and senior management and work under minimal supervision whilst meeting deadlines
- Experience in analytics and interpreting written material and quantitative data to draw conclusions
- Proficient in Microsoft Office suite of applications especially Excel,
- Must be a team player
- Bachelor’s degree required with preferably business or actuarial related qualification.
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