Cluster Manager

1) Maintain Customer Relationship:
i) Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication.
ii) Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

2) Track and Supervise Campaign Calling:
i) Track Segmented product based campaigns including GLIP, SWP, FWP and others.
ii) Ensure that the team follows communication procedures, guidelines & policies.

3) Supervise/Track Service Request Calls:
i) Keep records of customer interactions, process customer accounts and file documents.
ii) Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions.
iii) Perform random follow-ups to ensure customer satisfaction and query resolution.
iv) Provide accurate, valid and complete information by using the right methods/tools.

4) Growth & Planning:
i) Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria.