Job Description
1. Client Service:
- To review the renewal list for timely reminders to clients
- To offer renewal quotations and new quotations for new clients
- To request the Business Processing Team to issue policy, endorsement, issue Chinese policies and send to clients
- To look for new clients, approach clients, sell insurance, and take care of clients
- To conduct non-life insurance seminars for both current and potential clients (explain the cover of insurance policy and claim procedure)
- Create structure and manage paper, email files, and other documentation in accordance with agreed processes and procedures of the Marketing Division.
- Co-ordinate efforts of all Departments/ Divisions and work as an intermediary on behalf of the Line Management(s).
- To organize risk management seminars for existing clients
- To execute a risk survey at the client’s site as the basis for offering a quotation
2. Outstanding/Unclear Premium:
- To update the status of outstanding premiums and follow up on the overdue premiums to ensure collecting premiums fully and timely.
3. Business Administration:
- To report any unusual problems to direct management
- Monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking.
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 on any pending claim cases;
+ to organize risk/claim management seminars, and risk surveys at the client’s site
- To coordinate with the Underwriting Division:
+ to work closely with the Underwriting Division for quotation and coverage;
+ to cooperate with the Loss Control Engineer to make a risk survey at the client’s site.
- To follow up with the Business Processing Division for operation matters;
- To coordinate with related Divisions for all related jobs or in close coordination with other departments for special events organized by the Company.
5. Others:
- To update the market trends directly influenced on Company’s business activities;
- To assist Line Management(s) in related reports, administrative tasks, and translation tasks as assigned ;
- To execute other office works as required by line management and the Company.
Job Requirement
Essential requirements:
- Education: College Graduation, or Bachelor's Degree major in marketing OR business management OR related fields
- Language:
+ English at Intermediate level up
+ Chinese at Business level (HSK5 and above)
- Gender: any is acceptable
- Age from 23 - 30 years old
- Experiences: At least 1-2 years of working experience in any industry (experience in sales, sales support, customer service, or marketing positions is a big plus)
<SKILLS/KNOWLEDGE >:
- Strong marketing sense.
- Be able to clearly understand working procedures & flow charts.
- Well know all insurance products and be able to explain that to clients their coverage is a plus.
- Be highly aware of the requirements to be professional to provide high-quality service to clients