Website Outreach Recruitment
We are currently supporting our client in Malta in their search for a Sales and Customer Executive to join their growing team. This role involves providing front-line support to clients, handling policy servicing, and contributing to a high-quality customer experience across all communication channels.
Key Responsibilities:
Assist and support walk-in clients and intermediaries by:
Updating and amending client records
Responding to product-related queries and providing relevant information
Promoting and explaining new products
Preparing and issuing quotations, and completing sales paperwork when applicable
Process and administer a range of customer policy actions including:
Surrenders, maturities, and death benefit payments
Revised maturity value estimates, top-ups, fund switches, premium payments, and valuations for Unit Linked policies
Respond to customer enquiries via phone and email, ensuring timely and accurate support
Handle and resolve client complaints in line with internal protocols, escalating when necessary
Update customer and policy records and issue related documentation
Where authorized, exercise discretion to offer redress in situations that may affect customer relationships
Requirements:
Strong proficiency in Microsoft Office applications
Excellent verbal and written communication skills
Strong negotiation and analytical skills
Ability to work both independently and collaboratively within a team
Preference will be given to candidates who hold or are working toward a CII qualification (minimum Dip CII)
Languages:
Maltese: Excellent
English: Excellent
Spanish: Considered an asset
Benefits:
Flexible working hours
On-site gym
Birthday leave
Health and life insurance
Canteen and transport allowance
Extended maternity and paternity leave
Special benefits for returning mothers
Children sick leave
Pension plan incentive (after 2 years)
Active ageing incentive
Study/exam leave
Sports and cultural leave
Sponsorship for further training
On-site canteen facility