ACCOUNT EXECUTIVE
The Account Executive is a key member of the Account Management team who provides expertise and leads the relationship with policyholders within their portfolio. The Account Executive is responsible for the retention and development of ongoing relationships between Coface and its key clients, as well as their intermediaries to maximize revenue and retention of profitable clients. An Account Executive also has a strong understanding of policy wording, problem solving, internal systems and plays an important role in cross-functional collaboration required to deliver the best client experience.
Responsibilities of this position include:
Customer Service:
Provide best in class account management services to the policyholder and/or its local subsidiaries.
Develop close and positive relationships with decision makers and administrators of the policy.
Develop close and positive relationships with brokers.
Responds appropriately and in a timely fashion to questions and concerns from policyholders and their brokers.Schedule meetings with policyholders and/or brokers as relationship touchpoint or share expertise.Be an expert in policy language to assist with day to day policy questions.
Identify opportunities to grow business with existing policyholders.
Onboarding:
Leads client onboarding experience for new policyholders and coordinates with the Sales Executive to ensure policyholder understands the policy and no important items are left out from initial discussions.
Provide demonstration(s) of the Cofanet platform.
Renewal:
Ownership of existing portfolio of policies, retention rate and adding appropriate information within Centrix.
Identify weaknesses in the portfolio and come up with solutions while ensuring client retention.Active participation in 4 month proactive renewal planning to identify potential concerns at renewal.Lead renewal discussions with the aim of having renewed the policy prior to expiration date.
Source AR Aging and additional relevant information to provide best quote first.
Complete Calypso and provide detailed information to get CUW support.
Review of policyholder coverage to determine possible increases in the acceptance rate/coverage clean up.
Provide Account Officer with completed renewal package for back office processing.
Send accurate policy documents to policyholder after thorough review.
Cancel non-renewing policies and reject in appropriate tool (C-track, Centrix…).
Back Office:
Provide Account Officer up to date policyholder contacts to ensure accurate information is within contact management.
Prepare case and submit requests for commercial gesture approval.
Prepare case and submit requests for credit note approval.
Policy:
Collect appropriate information to be compliant with KYC requirement and update prior to expiry date.
Complete NCB repayment process with policyholders and collect letter of indemnity. Following receipt, documents will be submitted to the Account Officer for processing with Back Office.
Revenue Generating:
Discuss and collect outstanding invoices and turnover declarations with policyholders.
Advice policyholders on top up coverage: TPI and Topliner. For TPI, once correct information is sourced, process with EDC will be led by Account Officer.
RUW/CUW/EIC
Leads discussions with CUW on amendments to the policy: Adding subsidiary, beneficiary addition/change or other general inquiries.
Monitor and action RUW concerns found in anti-churn program to improve coverage experience.
Lead discussions with RUW on required needs to properly appeal limit decisions.
Lead coverage clean up initiative.
Coordinate with policyholders to use name, provide contact or directly source financial information.
Promote Experts Out Front (EOF) and policyholder meetings.
Confidentially communicate risk actions and sector concerns.
Provide Account Officer correct information on submit debtor requests.
Other
Responsible for maintaining accurate and most up to date documentations in Company’s shared drive and systems with proper naming convention.
Other responsibilities that may come up outside of above listed.
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