Job Function
Other, Sales Corporate, Customer Success, Sales Individual, Account Executive, Business Development
Job Description
1. Client Service:• To review renewal list for timely reminders to clients• To offer renewal quotations and new quotations for new clients• To request Business Processing Division 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• Create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Marketing Divisions• 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• 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 timely3. 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• Monthly and quarterly Gross Written Premium analysis report, expenses analysis report, Data checking• 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 procedureTo follow up any pending claim casesTo organize risk/claim management seminars/trainings, risk survey at client’s site• To coordinate with Underwriting Division:To work closely with Underwriting Division for quotation and coverage providingTo cooperate with Loss Control Engineer to make risk survey at client’s site.• To coordinate with Business Processing Division for operation matters• To coordinate with other divisions for all related jobs or in closed coordination with other divisions 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 integrate division’s data, update the budget.• Reviewing and following Reinsurance accounts, which are offered by the other insurance companies and then refer them to Underwriting Division/Reinsurance Division to approve/check the capacity.• Translate related documents if any.• Other tasks as assigned by Line Management(s).
Benefit
- Attractive and competitive remuneration package: attractive monthly salary, Guaranteed Bonus, Short-Term Incentive Bonus, various types of allowances (telecommunication allowance, pocket allowance, special language allowance, risk surveyor duty allowance, hotline duty allowance…) and long service award.
- Premium healthcare insurance package including health and accident insurance in addition to basic insurances regulated by the Labor Code to employees and their entitled families’ members (depends on level of employees).
- Training opportunities sponsored by the Company (on-job-training, soft skills, professional knowledge and certificate (ANZIIF, CII, ACCA, Actuary…), technical exchange seminar…).
- Minimum of 15 annual leave days; Annual health check-up at high standard level.
- International and professional work environment with high ethic and compliant culture.
- Annual company summer vacation and parties with teambuilding activities and talented performances.