Overview

• Salary

  -

• Industry

  Insurance

• Job Description

  1. Client Service:
  - To review renewal list for timely reminders to brokers/clients
  - To offer renewal quotations and new quotations for new clients/or new business via broker
  - To request Business Processing Team to issue policy, endorsement, issue Chinese policies and send to clients
  - To look for new clients, approaching clients, selling insurance and taking care of clients
  - To keep and build good relationship with brokers
  - To create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Marketing Division
  - To co-ordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s)
  - To conduct non-life insurance seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure)
  - To organize risk management seminars/trainings for existing clients directly or via broker
  - To execute risk survey at client’s site as basis for offering quotation and continue following up the recommendations of risk survey, if any
  - To check insurance claims to solidify trust and safeguard reputation
  
  2. Outstanding/Unclear Premium:
  - To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
  
  3. Business Administration:
  - To report any unusual problems to Line Management(s)
  - To Interview potential/prospective clients to get data about their financial resources and discuss existing coverage for business estimation
  - To prepare monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking
  - To assist Line Management(s) in finishing Projection template report, estimated performance report and other reports assigned by Line Management(s)
  
  4. With concerned departments:
  - To cooperate with Claims Divisions :
  + to settle the claim smoothly for customers in compliance with the company’s procedure;
  + to follow up any pending claim cases;
  + to organize risk/claim management seminars, risk survey at client’s site
  - To coordinate with Underwriting Division:
  + to work closely with Underwriting Division for quotation and coverage;
  + to cooperate with Loss Control Engineer to make risk survey at client’s site.
  - To follow up with Business Processing Division for operation matters;
  - To coordinate with related Divisions for all related jobs or in closed coordination with other departments for special events organized by Company.
  
  5. Others:
  - To update the market trends directly influenced on the company’s business activities.
  - To report any unusual problems to Line Management(s) if any.
  - To review and follow Reinsurance accounts, which are offered by the others insurance company and refer to Underwriting Division.
  - To translate related documents (if any).
  - Other tasks as assigned by Line Management(s) or the Company