Job Description
<Job Responsibilities> 1. Business development: - Target new clients, take action on new business opportunities, to bring the Company’s products to new clients and businesses - Report and analysis 2. Client Service (CS): - Review renewal list for timely reminders to clients - Request the Business Processing Team to issue policy, endorsement - Approach clients, sell insurance, and take care of clients/banks - Create, structure, and manage paper, email files, and other documentations in accordance with agreed processes and procedures of Retail Business Division - Coordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s) - Conduct non-life insurance seminars/ trainings for banks - Check insurance claims to solidify trust and safeguard reputation - Conduct promotion activities for banks - Other CS activities as assigned by Line Management(s) 3. Outstanding/Unclear Premium: - Update the status of outstanding premiums and follow up the overdue premium to ensure collecting premiums fully and timely 4. 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) 5. With concerned departments: - Cooperate with Retail Claims Division: ‧ to settle the claim smoothly for customers in compliance with the company’s procedure; ‧ to follow up on any pending claim cases; - To follow up with the Business Processing Division for operation matters; - Work closely with the Underwriting division for quotation, coverage, and new product, product modification - Coordinate with Division / Department for all related jobs or in close coordination with other departments for special events organized by Company. 6. Others: - Update the market trends directly influenced the Company’s business activities; - Report any unusual problems if any. - Execute other office work as required by the Company; - Review and control agreements with banks;
Job Requirement
<Necessary Skill / Experience > ・Education: Bachelor's Degree ・Language: English - Business Level ・Experience: - At least 2 years of working experience in insurance industry. - Experience in preparing related reports. ・Skills/knowledge: - Be able to understand working procedures & flow charts clearly. - 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. <Preferable Skill / Experience> - Prefer candidates with experience in Insurance Sales/ BD/ Marketing - Having relationships with banks is preferred