Client Relationship Manager
Metlife Alico
Total years of experience :26 years, 2 Months
Channel Head - Portfolio Management through Brokers
Managing a team of account executives
Portfolio retention responsibilities
Client complaints & resolution
Relationship Manage Brokers and clients.
Develop new business.(Medical Insurance policies)
Coordinate with brokers for quotations, policies, cards and payments.
Overall management of existing Middle East Business
Initial screening of Medical Application Forms.
Printing and dispatching of contracts and invoices
Coordinate with Allianz Worldwide Care (Dublin) for acquiring Underwriting Terms.
Credit Control Duties
Customer services
Renewal negotiations and confirmations
Making presentations.
Resolving customer complaints.
Handling clients like Siemens, Deutsche Bank, BMW, Audi Volkswagen, Dubai Metro Project, Western Union Money Transfers, Showtime M.E., Credit Suisse, Dubai Aerospace, Morgan & Stanley, Sony Ericcsson etc.
Handling Brokers like Marsh Insco, Affinity Solutions, HSBC Insurance Brokers, AON Middle East, NASCO etc.
Managing a portfolio of Over US$ 15 million
Prepare and Deliver presentations for Group employees, speak to the HR managers on continuous basis, dealing with the issues before they become an issue (proactive approach).
Managing portfolio of around 155 groups which consists of directly approached groups and groups through brokers.
Continuous visits to the brokers and clients and managing expectations.
Relationship Manage large clients by visiting them on monthly basis, so that on renewal they always remember your face and these visits always pays out and the client is reluctant to move to a new company.
Build comfort level among the brokers and clients.
Develop new business.(Medical Insurance policies)
Coordinate with brokers and branches for quotations, policies, cards and payments.
Coordinate with marketing staff.
Prepare quotations for individuals as well as for Groups.
Coordinate with MedNet for acquiring Underwriting Terms.
Follow up with the claims department for individual cases and group policies.
Managing a portfolio of app. Dhs. 2.0 Million individual businesses.
Servicing of several big groups.
Administration of policies.
Customer services.
Handling a group business of app. Dhs 2.0 Million.
Making presentations.
Resolving customer complaints.
Developed new business of Dhs. 1.0 Million in 8 months.
Generate business for the company.
Ensure customer satisfaction.
Developing strategies to Market new products of the company.
Provide accurate information regarding the changes in the company policies.
Provide efficient customer service to the customer.
Prepare Market data of potential prospects.
Attending seminars for latest developments in the insurance market.
Achieving the target of Rs.14.13 million for the period 2003.
Also sold number of Group Hospitalization Cover.
Launched a new policy by the name Travel Care Policy.
Sold Home insurance policies, Shop-owners policies and Accident Policies.