1. Business development:
- Target new clients, proactively plan and take action on new business opportunity, to bring Company’s products to new clients and businesses.
- To review renewal list for timely reminders to clients
- To offer quotations for clients
- To coordinate with back staff to get insurance policies
- To look for new clients, new partnerships, 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)
- To coordinate risk management seminars for existing clients
- To access the risk reasonably at clients’ site as basic for offering quotation, together with the help of technical division to execute risk survey at clients’ sites.
- To attend client enquiries.
- Other ad-hoc service on incur basis.
- To collaborate with back staff or assigned PIC of Outstanding report in order to ensure premium collecting fully and timely
- To report any unusual problems to managers.
- To cooperate with Claims Divisions:
- to settle the claim smoothly for customers as the company’s procedures.
- 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 Engineers to make risk survey at client’s site.
- To coordinate with Business Processing Division for operation matters.
- To coordinate related Division / Department for all related jobs.
- To coordinate with Head Office for the possibility of new business, potential business and existing client’s business (if any)
- To update the market trends directly influenced on Company’s business activities.
- To report any unusual problems if any.
- To execute other office works as required by the Company.