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Develop and implement marketing plans that will outperform competitor strategies.
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Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
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Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
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Partner with and identify the needs of brokers and provide the necessary support.
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Negotiate with intermediaries regarding the level of business and servicing requirements.
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Promote Metropolitan solutions through marketing presentations and training.
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Establish and maintain business relationships in order to grow market share with existing brokers.
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Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.
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Efficiently apply technology and update investment knowledge in the business.
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Prepare quotations, receive and check new business applications.
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Arrange premium payment facilities and open new facilities as required.
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Initiate and manage marketing drives to secure profitable, quality new business from brokers.
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Maintain productive levels with acceptable quality of business and manage the risk of such business.
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Manage administration related to missed payments, broker contract applications, after sales service, etc.
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Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary.
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Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
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Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
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Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes.
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Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets.
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Provide authoritative, expertise and advice to clients and stakeholders.
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Build and maintain relationships with clients and internal and external stakeholders.
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Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
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Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
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Make recommendations to improve client service and fair treatment of clients within area of responsibility.
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Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
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Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.
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Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization.
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Positively influence and manage change and offer specialist support where required.
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Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.
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Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.
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Take ownership for driving career development.
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Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates.
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Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making.
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Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goals.