Account Executive - Portfolio Protection

Summary of the Job

Handling orphan business, taking care of clients' requests and providing best advice to insure sustainability and retention for orphan portfolio. Identifying up-selling and cross-selling opportunities. Also taking charge of the surrenders triggered from a certain amount (that falls under the scope of the channel) from the retail life portfolio and building retention offers to the clients.

Job Challenges

• Cope with the rapid expansion of orphan portfolio and shortage of necessary tools to provide a quality of service to all levels.
• Describe the key responsibilities of the job
• Enhancing persistency, lapsation, ACL and cancellation ratios according to PPU
• Proactive to maintain a good relationship with orphan clients by providing an excellence service to handle clients requests in a timely manner.
• Work in parallel with the Operations, Customer Services and other related departments to ensure smooth workflow and quality results.
• Achieving a sales target (up-selling and cross-selling) through identify opportunities throughout the whole portfolio.
• Conduct periodic analysis and reports regarding persistency, lapsation, ACL and cancellation ratios through a presentation to higher level management.
• Updating, analyze and identify areas of risk for PPU
• Comply with all relative legislation and codes of practice.