Customer Relationship Officer
7 days ago
Job Summary:
As a Customer Relationship Officer at Peerless Financial Products Distribution Ltd., you will be responsible for building and maintaining strong relationships with our clients. Your primary goal will be to provide exceptional customer service, ensuring that our clients receive the best possible experience.
Key Responsibilities:
* Attend customer enquiries at the branch and follow customer processes/service delivery instructions by applying all standard checks and controls.
* Log-in of proposal/application forms for all business verticals on a daily basis in SFDC.
* Issuance of GI Policies in ITGI CRM.
* Daily monitoring of existing processes and ensuring completion within defined TAT.
* Generation of CTF, ATF, RTF, and DTF on a daily basis.
* Maintaining business quality - reduce error rate for maximizing revenue.
* Business solicitation/lead generation.
* Verification of Proposal Forms and other documents.
* Any other act, deed, or things as may be delegated or advised from time to time.
Requirements:
* Channel Distribution, Agency Handling, Broking of Insurance Products under the category of Life, Health, and General.
What We Offer:
* A dynamic and supportive work environment.
* Opportunities for growth and development.
* Competitive salary and benefits package.
How to Apply:
If you are a motivated and customer-focused individual who is looking for a new challenge, please submit your application.
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