[HCM] - Executive (Front) / Bancassurance Department - Insurance

Job Detail

<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;


<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