Overview
Retail Portfolio Management Officer Jobs in Cairo, Egypt at AXA
Title: Retail Portfolio Management Officer
Company: AXA
Location: Cairo, Egypt
Job Purpose
The Job role focuses on engaging with existing clients to offer upgraded premiums and new AXA products, managing the sales pipeline, and maintaining up-to-date portfolio records.
Key Responsibilities & Accountabilities
- Approaching clients from existing portfolio and offer them upgraded premiums with higher insurance benefits or offer clients any of AXA’s products eligible for selling online.
- Follow up with offered pipeline.
- Daily Report Activities including reachable, successful calls, sent, or received offers, issued policies or any other activity through KPI template and is sent to direct manager.
- Update Portfolio weekly.
- Utilize channels of communication, emails, Avaya, business line, FAs in branches
- Verify received documents.
- Follow up on issuance process [Policy maintenance, underwriting, etc.]
- Communicate with clients revised offers if any.
- Documenting revised & initial offer with any client through email for his/her reference
- Documenting official information & benefits through AXA’s official landline
Job Specifications
Education / Certification
- Fresh grads
- Experience in call center/customer service field preferred.
Job Qualifications
- Excellent with Microsoft Office (Excel, Word, PowerPoint)
Soft Skills & Behavioral Competencies:
- Good communication skills with internal & external stakeholders
- Negotiation skills
- Time Management including Planning skills.
- Organization skills
- High ethics
- Eager to learn.
- Self-driven