Senior Corporate Relationship Manager
3 days ago
The corporate account lead is responsible for building and maintaining strong relationships with key customers to ensure their needs are met.
This involves managing a team of specialists who will be responsible for the policy issuance of all newly captured corporate accounts in various distribution channels.
Effective communication and coordination between internal departments (sales, group admin, pricing, and underwriting) is crucial to fulfill client needs effectively.
The corporate account team lead will ensure that contractual obligations such as timely release of the master policy of the account, payments upon issuance, new business requirements submission, and policy contracts and individual certificates delivery on time.
Key Responsibilities:- Manage a team of specialists assigned to the new business team.
- Oversee the timely and accurate processing of newly captured corporate accounts.
- Ensure strict compliance of all new business accounts to anti-money laundering (aml) guidelines prior to policy issuance.
- Collaborate with other units within operations, finance, partnership distribution, agency, and mcbl to ensure committed service levels are adhered to.
- Manage the achievement of unit's kpis, including service level agreement achievement rate/tat, accuracy rate, and delivery success rate.
- Develop team members through guidance, mentoring, and coaching.
- Conduct business reviews to ensure clients are satisfied with our products and services.
- Attend meetings with clients to build relationships with existing accounts.
- Alert sales team to opportunities for further sales within key clients.
- Escalate and resolve areas of concern as raised by clients.
- Provide immediate resolution to clients' inquiries and complaints.
- Help manage unit's kpis, including service level agreement achievement rate/tat, accuracy rate, and delivery success rate.
- Attend system enhancement testing and regression.
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