Business Development & Client Relations Officer

1

Business Development

·        Identify, assess and pursue new business opportunities in support of premium and revenue growth objectives. 

·        Build and expand relationships with existing clients, prospective customers, brokers and other stakeholders. 

·        Support customer retention, cross-selling and upselling initiatives across appropriate insurance products and services. 

·        Conduct market research, monitor emerging trends and provide relevant insights to support business decisions. 

·        Assist with the planning and execution of approved marketing, outreach and business development initiatives. 

2

Client Relationship Management

·        Maintain regular and professional contact with clients to strengthen relationships and understand their evolving needs. 

·        Respond promptly to customer inquiries and service requests, coordinating with internal teams where necessary. 

·        Assist with the timely resolution of customer concerns and complaints, ensuring appropriate follow-up and documentation. 

·        Promote a consistent, courteous and customer-focused experience at every point of contact. 

3

Service Standard and Customer Service Experience

·        Monitor response and turnaround times for assigned client matters and follow through to completion. 

·        Support adherence to established service-level standards and customer service procedures. 

·        Work collaboratively with departments and branches to improve consistency in service delivery. 

·        Promote a customer-centric culture and identify practical opportunities to improve the client experience. 

4

Operational Support, Reporting and Continuity

·        Maintain accurate and current prospect, client, activity and follow-up records. 

·        Prepare periodic sales, pipeline, client engagement and performance reports as required. 

·        Support branch and departmental business development initiatives and provide coverage for critical client engagement activities when required. 

·        Facilitate appropriate knowledge transfer and maintain organized records to reduce key-person dependency and support business continuity. 

·        Carry out other related duties that are reasonably assigned and consistent with the purpose of the role. 

• Maintain an up-to-date prospect and client pipeline showing opportunities, next actions, expected value, status and anticipated conversion dates.
  
• Submit a weekly activity update covering client contacts, prospecting, opportunities generated, follow-ups, outstanding matters and upcoming priorities.
  
• Prepare a monthly report covering new business, premium or revenue contribution, pipeline movement, conversion, retention, cross-selling, service issues and market observations.
  
• Provide quarterly trend analysis and recommendations on growth opportunities, customer feedback, service performance and stakeholder engagement.
  
• Promptly escalate significant complaints, service delays, reputational concerns, compliance issues or material business risks.
  
• Ensure all reports and supporting records are accurate, complete and submitted by established deadlines.
  

• Relevant experience in business development, sales, client relationship management or customer service.
  
• Insurance or financial services experience would be an asset.
  
• A valid driver’s license and willingness to attend client meetings or business events would be an asset.