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Continental Insurance Brokers L.L.C
Client Servicing Executive
insurance brokeradmin support coordinate Prepare and present detailed reports on project progress, client feedback, and service enhancements.Conduct regular check-ins and feedback sessions with clients to assess satisfaction and identify areas for improvement.Manage client contracts and agreements, ensuring compliance with terms and conditions.Assist in the onboarding process for new clients, providing them with necessary information and resources.Stay informed about industry trends and competitor offerings to provide clients with valuable insights.Serve as the primary point of contact for clients, ensuring their needs are understood and met promptly.Develop and maintain strong client relationships through regular communication and personalized service.
Posted 11 days ago
Manage all administrative roles and responsibilities across all functions.Service the clients on an ongoing basis in a timely efficient manner.Maintain Calendar for all areas required by the Manager.Arrange Client meetings, book meeting rooms and confirm client’s attendance.Keep up to date data bases, records and ensure all information is correct, up to date and well-presented and files in a clear, concise manner.Liaise with all necessary functions and departments within Continental to ensure tasks are completed in a timely mannerAssist the Manager in acquiring potential clients to expand their customer base.Act as the primary liaison between clients and internal teams, ensuring seamless communication and understanding of client needs.Manage client onboarding processes, guiding new clients through each step to ensure a smooth transition and positive experience.Coordinate project timelines and deliverables, ensuring that all commitments are met and clients are kept informed of progress.Identify opportunities for upselling and cross-selling services, enhancing client satisfaction while driving revenue growth.Prepare and deliver detailed reports and presentations to clients, showcasing project performance and analytics.Collaborate with marketing and sales teams to align client expectations with service offerings and promotional strategies.Monitor industry trends and competitor activities, providing insights to clients that can enhance their strategic positioning.Maintain comprehensive records of client interactions and transactions in CRM systems, ensuring data integrity and accessibility.
Posted 25 days ago
Senior Client Servicing Executive
Act as the primary point of contact for clients, ensuring their needs are met with precision and timeliness.Develop and manage strong relationships with key stakeholders, fostering trust and loyalty through regular updates and proactive communication.Collaborate with cross-functional teams to deliver tailored solutions, ensuring alignment with client objectives and maximizing satisfaction.Lead client onboarding processes, ensuring a smooth transition and immediate engagement with services offered.Stay informed about industry developments and competitor activities, providing clients with insights that can enhance their competitive edge.Coordinate regular meetings and reviews with clients to assess satisfaction levels and address any emerging issues promptly.Manage client escalations effectively, utilizing conflict resolution skills to turn challenges into opportunities for improvement.Generating new leads for new business
Posted a month ago
Administrative Support:1. Assist with the daily administrative functions related to insurance documentation and client servicing.2. Manage client databases, ensuring all records are up-to-date and compliant with internal and regulatory standards.3. Prepare and process application forms.4. Coordinate with internal departments for new application, renewal and servicing needs.5. Coordinate with the client to arrange for medical checks as and when needed during new application process.6. Support the Manager in providing timely update and management report on business and pipeline.High-Value Client Servicing:Work in conjunction with the Manager and back-office servicing team to offer client servicing to high-value clients, providing personalized support and addressing their needs promptly and efficiently.Coordination and Communication:1. Liaise between clients and internal teams (new business, servicing and finance) to ensure seamless communication and timely resolution of issues if any.2. Assist with the coordination of policy renewals, endorsements, and amendments, ensuring all necessary documents are provided on time.3. Draft professional correspondence, reports, and summaries for clients and internal teams.Compliance and Reporting:Ensure that all client interactions and documentation comply with company policies and regulatory requirements.
Posted 2 months ago
Individual Medical Officer
Managing individual medical new business and renewal enquiries of direct clients and of the Advisors.Coordinate with Advisors or clients to gather necessary information for policy placement.Ensure all new business submissions are complete, accurate, and meet underwriting guidelines.Getting competitive rates for the clients from different insurance providers.Monitor and track new business submissions to ensure timely processing.Being the point of contact between our Advisors and underwriters and helping them resolve all issues relating to rate negotiations, policy issuance & claims settlement.Timely escalation of issues if any with the reporting manager and insurers for resolution.Regularly keeping abreast of local market developments and acting on them so as to safeguard and enhance the interests of company and our clients.Liaising with the insurance providers regularly for maintaining and enhancing the relationships.
Posted 4 months ago
Officer – Life & Policy Servicing
Responsibilities include but are not restricted to: New business application processing Handling Servicing requests on In-Force policies Transfer of Agency Addition/Change of payor Client personal details update (name change, contact details) Premium overdue reports Renewal notifications Credit decline reports Methods of Payment change/update Premium allocations Premium Change Holidays and Decrease Beneficiary Nominations Transfer of policy ownership Surrender, Partial withdrawals & Maturity Reinstatements Online portal access support Valuations Quotes Handling emails and phone calls related to the aboveLiaise with the providers and follow up on open requests Working with internal teams for AML clearance and new/transferred clients onboarding Supporting team members in day-to-day activities
Posted 6 months ago
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