Sr Administration Officer and Client Servicing
Zurich International Life Ltd
Total des années d'expérience :10 years, 8 Mois
Responsible for New Business, Client Services, Operations and Records Management at the branch level
Collaborate and deliver a high quality of work to deliver the business targets ( Internal and External )
Follow up for New Business and Servicing transactions with the distributors
Meeting clients on daily basis for various servicing needs
Generating illustrations & quotes for new policies.
Ensure relevant metrics are met with respect to Record Management and Operations
Ensure all information's given to our customers is accurate, their expectations are met and where possible exceeded, ensuring minimal complaints are received.
Collaborate with regional offices to ensure that consistent practices and procedures are in line with over all standards.
Ensure that all client related data is handled and managed effectively so that there is no loss or damage and make sure any damaged or aged policy files are replaced immediately upon discovery.