Sales and Customer Executive
3 days ago
Main Tasks:
Assists in the servicing of walk-in customers, including intermediaries, which includes but is not limited to the following:
- Updating and amending client details as and when appropriate
- Providing product information to clients and responding to their queries.
- Promoting new products
- Providing quotations for a new policy and completion of necessary paperwork if sale is concluded
- Administers a policy's process as appropriate with regards to surrenders, maturities, payment of death benefits, revised Estimate Maturity Values, top-ups, switches, valuations of Unit Linked policies, payment of premiums.
- Handling all calls and electronic mails from clients.
- Handling of customer complaints received at Regional Offices and seeking resolution thereof; referring unresolved complaints internally through the established channels.
- Processing of customer requests by amending the customer / policy records accordingly, issuing, and sending the appropriate paperwork.
- Applies, where so delegated, discretionary authority to mitigate a serious customer relationship breakdown situation by offering redress compensation.
- Servicing of customer enquiries on the phone and by email, in a similar way to walk-in customers.
Requirements:
- Knowledge of Microsoft Office Tools/Applications;
- Negotiation Skills;
- Strong Communication Skills verbal and written;
- Strong Analytical Skills;
- Preference will be given to applicants who attained a CII qualification (minimum Dip CII) or who are in an advanced progress towards achieving such qualification;
- Ability to work independently with minimal guidance and part of a team.
- Team Player.
Languages:
- Maltese: Level: Excellent
- English: Level: Excellent
- Spanish: Level: Any level is considered an asset
Adress:
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