RESPONSIBIITY:
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 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
- 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 procedure
- To follow up any pending claim cases
- To 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 providing
- To 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)
REQUIREMENTS:
QUALIFICATIONS:
o University Graduation.
o Chinese and English fluency
SKILLS/KNOWLEDGE:
o Management skills
o Strong marketing sense.
o Be able to clearly understand working procedure and flow chart.
o Well know all insurance products and be able to explain to clients their coverage.
o Be highly aware of the requirement to be professional to provide high quality service to clients.
o Market research analysis and quantitative skills
o Ability to work independently with less supervision
EXPERIENCE:
- At least 3 years working experience in insurance sales/marketing.