DIỆP TẤN PHÁT

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.