KEY OUTPUTS:
1. Client Service:
– To review renewal list for timely reminders to clients
– To offer renewal quotations and new quotation for new clients
– To request Business Processing Team to issue policy, endorsement, issue Chinese policies and send to clients
– To look for new clients, approaching clients, selling insurance and taking 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 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).
– To organize risk management seminars for existing clients
– To execute risk survey at client’s site as basis for offering quotation
2. Outstanding/Unclear Premium:
– To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium 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 any pending claim cases;
+ to organize risk/claim management seminars, risk survey at client’s site
– To coordinate with Underwriting Division:
+ to work closely with Underwriting Division for quotation and coverage;
+ to cooperate with Loss Control Engineer to make risk survey at client’s site.
– To follow up with Business Processing Division for operation matters;
– To coordinate with related Divisions for all related jobs or in closed coordination with other departments for special events organized by 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, translation tasks as assigned;
– To execute other office works as required by line management and the Company.
QUALIFICATIONS:
– University / College Graduation
– Mandarin fluency
– Good at English
SKILLS/KNOWLEDGE:
– Strong marketing sense.
– Be able to clearly understand working procedure & flow chart.
– Well know all insurance products and be able to explain that to clients their coverage is a plus.
– Be highly aware of requirements to be professional to provide high quality service to clients.
EXPERIENCE:
– At least 2 years working experience with sales or marketing position.
– Marketing and sales background / experience is preferred.
– Fresh candidates can be considered.