Client Experience Specialist
7 months ago
**What you'll do**:
As a Client Experience Specialist at ICIB Brokerweb, you will be instrumental in enhancing the overall client experience within our Life & Health Insurance Brokerage. Your day-to-day responsibilities will involve managing client interactions, addressing inquiries, and optimising the client experience. You will be central to managing the underwriting journey, liaising with medical professionals, coordinating appointments, and ensuring timely completion of all necessary documentation. Your empathetic approach will be key in supporting clients through the claims process, building trust through active listening, prompt responses, and advocating for their needs.
Liaise with medical professionals to coordinate necessary evaluations for underwriting assessments
Provide empathetic support and guidance to clients navigating the claims process
Collaborate with insurers, underwriters, and other professionals to expedite resolution of client issues
Negotiate with underwriters on behalf of clients to secure favourable terms and pricing for policies
Educate clients on the importance of underwriting and its role in determining policy eligibility and pricing
**What you bring**:
- Demonstrated capacity and experience working in the Life & Health Insurance industry
- Financial Services Level 5 - Life and Health Qualification
- Strong understanding of life and health insurance products, underwriting processes, and industry regulations
- Excellent interpersonal and communication skills with the ability to effectively engage with various stakeholders
- Proficiency in Microsoft Word, Excel (intermediate to advanced), Outlook
- Experience using X-Plan and CRM tools for managing client interactions
- Analytical mindset with the ability to assess underwriting risks and opportunities
**What sets this company apart**:
ICIB Brokerweb is a leading Life & Health Insurance Brokerage committed to delivering exceptional service to its clients. They pride themselves on their inclusive work environment that values the contributions of each team member. Their commitment to continuous learning and professional development ensures that their employees stay abreast of industry trends and best practices.
Our client, ICIB Brokerweb, is seeking a Client Experience Specialist for their Life & Health Insurance Brokerage based in Christchurch. This role offers an exciting opportunity to elevate the satisfaction and retention of their valued clientele...
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