Job Description
<Job Responsibilities> 1. Client Service: • Review renewal list for timely reminders to clients • Offer renewal quotations and new quotations for new clients • Request Business Processing Team to issue policy, endorsement, issue policies and send to clients • 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 Division • Co-ordinate efforts of all Departments/ Divisions and work as 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 • Review and follow Reinsurance accounts, which are offered by the others insurance company and refer to Underwriting. 2. Outstanding/Unclear Premium: • Update the status of outstanding premium and follow up the overdue premium to ensure collecting premium 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 & 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: • Coordinate with related Divisions for all related jobs (if any). 5. Others: • Update the market trends directly influenced on Company’s business activities; • Integrate division’s data, update Production budget. • Translate related documents, if any. • Other assigned task by Line Management(s)
Job Requirement
<Necessary Skill / Experience > ・Education: University / College Graduation ・Language: Mandarin and English - Business Level ・Experience: At least 2 years of working experience in sales ・Skills/knowledge: • Strong sales and marketing sense. • Be able clearly understand working procedures & flow chart. • Well-know all insurance products and be able to explain to clients their coverage. • Be highly aware of the requirement to be professional to provide high-quality service to clients. • Analytical mind and strong quantitative skills • Ability to work independently with less supervision • Experience in market research analysis <Preferable Skill / Experience> - Prefer candidates with experience in Insurance Sales/ Marketing