The Sales and Customer Executive is responsible for interacting with MAPFRE customers and effectively responding to their sales and customer service requirements– whether these are made face-to-face, by telephone or through electronic mail - in a successful and professional manner to satisfy the customer and hence maintain a good image for MAPFRE MSV Life and reach the sales and servicing objectives of the Company.
Main Duties:
- 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 MSV life 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.
Experience & Qualifications:
- Minimum year’s experience. 1 year
- Reading for a tertiary qualification or a professional qualification Desirable