Assistant Manager/ Manager - EB Retention/Servicing (Pune)

Account Manager (Asst Manager / Manager)

1. Implant activity like visiting Client premises to assist Employee queries

2. Manage transactions like Additions/Deletions/ CD Balance 

3. Manage Employee query arrived on dedicated inbox

4. Manage employee query over call – mobile phone allocated 

5. Monthly visits

6. Weekly/Fortnight meeting with HR team on status update of the claims tracker (Virtual/In-person)

7. Quarterly review of the plans with all seniors

8. Report sharing on master data, cd balance, claims tracker, exception claim tracker, corporate buffer tracker

9. Roadshow on the Benefits to new joiners

1. Postgraduate/ Bachelors 

2. Should have 3 – 7 yrs of experience with Min 3 years of client facing experience, specially medical insurance. Experience in Insurance broking preferred, experience in brokers , Insurance Co acceptable.

3. Should be able to market consultative solutions 

4. Should have sound knowledge of H&B products and its nuances 

5. Should have understanding of the Mumbai market on H&B business 

6. Should have understanding of Insurance companies 

7. Proven experience as a Client Relations Manager or Relationship Manager

8. Proven track record of meeting and exceeding targets

9. Background in customer service; industry knowledge is a plus

10. Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)

11.  customer-oriented attitude

12. Excellent communication and negotiation skills

13. Problem-solving aptitude

14. Ability to work well with a team

We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidatehelpdesk@wtwco.com.