Job Description
<Job Responsibilities> 1. Client Service: • Review the renewal list for timely reminders to clients • Offer renewal quotations and new quotations for new clients • Request the Business Processing Division to issue policies, and endorsements, issue Chinese policies, and send to clients. • Look for new clients, approach clients, sell insurance and take care of clients • Create, structure, and manage paper, email files, and other documentation by agreed processes and procedures of Marketing Divisions • Co-ordinate efforts of all Departments/ Divisions and work as an intermediary on behalf of the Line Management(s) • Conduct non-life insurance seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure) • Organize risk management seminars/trainings for existing clients • Execute risk survey at client’s site as basis for offering quotation and continue following up the recommendations of risk survey, if any • Check insurance claims to solidify trust and safeguard reputation. 2. Outstanding/ Unclear Premium: • Update the status of outstanding premiums and follow up the overdue premiums to ensure collecting premiums fully and timely 3. Business Administration: • Report any unusual problems to Line Management(s) • 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 the Projection template report, estimated performance report, and other reports assigned by Line Management(s) 4. With concerned departments: • Cooperate with Claims Divisions: - Settle the claim smoothly for customers in compliance with the company’s procedure - Follow up on any pending claim cases - Organize risk/claim management seminars/trainings, risk survey at client’s site • Coordinate with the Underwriting Division: - Work closely with the Underwriting Division for quotation and coverage providing - Cooperate with the Loss Control Engineer to conduct a risk survey at the client’s site. • Coordinate with Business Processing Division for operation matters • Coordinate with other divisions for all related jobs or in close coordination with other divisions for special events organized by The company. 5. Others: • Update the market trends directly influenced by the company’s business activities. • Report any unusual problems to Line Management(s) if any. • Integrate the division’s data, and update the budget. • Review and follow 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.
Job Requirement
<Necessary Skill / Experience > ・Education: Bachelor's Degree ・Language: Chinese and English - Business Level ・Experience: At least 3 years of sales management experience in the insurance industry <Skills> : o Management skills o Strong marketing sense. o Be able to clearly understand working procedures and flow charts. 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