Purpose
This role will be managing the servicing part of the confirmed clients on end to end starting from placing the business after firm order to servicing and payment collection.
Key Tasks & Duties
- Manages three section of the client servicing sector under Employee Benefits policies: Onboarding/ Placement of client policies after Firm Order is received, Servicing needs of the client during the policy year and SOA reconciliation and payment collection of the clients.
- Should be having hands on experience to onboard the client, hence must be knowing the regulatory and compliance requirements while placing medical and life policy with different insurers in the market.
- Good technical knowledge about medical and life policies on EB and updated regulatory knowledge on member addition, deletion and transfers within the policy of UAE, MEA and ROW [Rest of World] policies.
- Should have hands on experience in handling SOA’s and payment related processes.
- Excel skills must be excellent.
- Contacts in the local insurance market is a key point to communicate and escalate the concerns
- Skill to upgrade the processes as and when required
- Deal with the stakeholders within the organization to resolve the concerns in any areas
- Managing the workflow of employees, creating team schedules, and delegating tasks
- Assessing the work performance of employees and identifying areas that need improvement
- Training and onboarding new hires to make sure they understand their roles
- Setting goals for team members and making sure they comply with the company’s plans and vision
- Reporting performance records and evaluations to senior management
Provide Excellence in Service to Our Clients, Our Markets, & Our Associates
- Takes personal responsibility for managing internal and external client relationships.
- Takes pride in and accountability for understanding and exceeding client expectations.
- Focuses on adding value.
- Delivers what the client expects, knows what they desire, and impresses them by delivering the unexpected.
- Written and verbal communication is clear and concise.
Provide commitment to the development of ourselves & our associates
- Take responsibility for own career and development.
- Treat all associates with dignity, fairness and respect.
- Represents Lockton well within the community.
- Attend in house classes and workshops for continuing development.
- Attend training programs, conferences or courses to improve present job skills.
- Complete all mandatory training within agreed timescales.
Be committed to enabling financial success
- Promotes growth through excellence in service provided
- Identifies and promotes cross selling opportunities
- Works with clients, markets & associates to ensure cash management is within agreed standards and targets
Drive service excellence, efficiency, & productivity through effective business operational processes
- Demonstrates flexibility to change
- Identifies improvement opportunities
- Ensures quality is evidenced
- Ensures compliance with relevant legal and regulatory requirements through following
- Lockton policies and procedures
- Maintains specialised knowledge in order to provide maximum value to the client
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About Lockton MENA
Headquartered in Dubai (UAE), with 400+ associates providing (re)insurance and people solutions, we have strength in handling
major corporate clients in UAE and throughout the region. Offering innovation in our solutions, we service clients across the Middle
East, North Africa and Pakistan customising the best protections for them.
Lockton MENA was the first broker to achieve its own Lloyd’s Broker license in the Middle East and holds an exclusive global
partnership with the Chartered Insurance Institute (CII) under the International Professional Partner Firm (IPPF), demonstrating high
professional standards and best practices, that distinguish the company among its peers in the industry.
From our headquarters in Dubai, Lockton MENA has expanded operations into the UAE, Egypt, Jordan, Morocco and Oman