Sales and Customer Executive

Main Tasks:

Assists in the servicing of walk-in customers, including intermediaries, which includes but is not limited to the following:

• Updating and amending client details as and when appropriate
• Providing product information to clients and responding to their queries.
• Promoting new products
• Providing quotations for a new policy and completion of necessary paperwork if sale is concluded
• Administers a policy's process as appropriate with regards to surrenders, maturities, payment of death benefits, revised Estimate Maturity Values, top-ups, switches, valuations of Unit Linked policies, payment of premiums.
• Handling all calls and electronic mails from clients.
• Handling of customer complaints received at Regional Offices and seeking resolution thereof; referring unresolved complaints internally through the established channels.
• Processing of customer requests by amending the customer / policy records accordingly, issuing, and sending the appropriate paperwork.
• Applies, where so delegated, discretionary authority to mitigate a serious customer relationship breakdown situation by offering redress compensation.
• Servicing of customer enquiries on the phone and by email, in a similar way to walk-in customers.

Requirements:

• Knowledge of Microsoft Office Tools/Applications;
• Negotiation Skills;
• Strong Communication Skills verbal and written;
• Strong Analytical Skills;
• Preference will be given to applicants who attained a CII qualification (minimum Dip CII) or who are in an advanced progress towards achieving such qualification;
• Ability to work independently with minimal guidance and part of a team.
• Team Player.

Languages:

• Maltese: Level: Excellent
• English: Level: Excellent
• Spanish: Level: Any level is considered an asset