Job Description

Job Overview To support the Company’s sustainable growth by identifying and developing business opportunities, strengthening relationships with clients, brokers and other stakeholders, promoting high service standards, and helping to maintain continuity in critical business development and client engagement activities. Duties & Responsibilities 1 Business Development · Identify, assess and pursue new business opportunities in support of premium and revenue growth objectives. · Build and expand relationships with existing clients, prospective customers, brokers and other stakeholders. · Support customer retention, cross-selling and upselling initiatives across appropriate insurance products and services. · Conduct market research, monitor emerging trends and provide relevant insights to support business decisions. · Assist with the planning and execution of approved marketing, outreach and business development initiatives. 2 Client Relationship Management · Maintain regular and professional contact with clients to strengthen relationships and understand their evolving needs. · Respond promptly to customer inquiries and service requests, coordinating with internal teams where necessary. · Assist with the timely resolution of customer concerns and complaints, ensuring appropriate follow-up and documentation. · Promote a consistent, courteous and customer-focused experience at every point of contact. 3 Service Standard and Customer Service Experience · Monitor response and turnaround times for assigned client matters and follow through to completion. · Support adherence to established service-level standards and customer service procedures. · Work collaboratively with departments and branches to improve consistency in service delivery. · Promote a customer-centric culture and identify practical opportunities to improve the client experience. 4 Operational Support, Reporting and Continuity · Maintain accurate and current prospect, client, activity and follow-up records. · Prepare periodic sales, pipeline, client engagement and performance reports as required. · Support branch and departmental business development initiatives and provide coverage for critical client engagement activities when required. · Facilitate appropriate knowledge transfer and maintain organized records to reduce key-person dependency and support business continuity. · Carry out other related duties that are reasonably assigned and consistent with the purpose of the role. Reporting Requirements Maintain an up-to-date prospect and client pipeline showing opportunities, next actions, expected value, status and anticipated conversion dates. Submit a weekly activity update covering client contacts, prospecting, opportunities generated, follow-ups, outstanding matters and upcoming priorities. Prepare a monthly report covering new business, premium or revenue contribution, pipeline movement, conversion, retention, cross-selling, service issues and market observations. Provide quarterly trend analysis and recommendations on growth opportunities, customer feedback, service performance and stakeholder engagement. Promptly escalate significant complaints, service delays, reputational concerns, compliance issues or material business risks. Ensure all reports and supporting records are accurate, complete and submitted by established deadlines. Requirements Education Standard required Associate’s degree or equivalent qualification in business administration, marketing, insurance, management or a related discipline. Complete Insurance certification (CII) within 2 years Experience required Relevant experience in business development, sales, client relationship management or customer service. Insurance or financial services experience would be an asset. A valid driver’s license and willingness to attend client meetings or business events would be an asset. Qualities required The Business Development and Client Relations Officer must be able to work with customers and prospects in a courteous manner and deal with any business development issues which may arise efficiently and effectively.