JOB DESCRIPTION
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 Corporate Claims Division / Retail Claims Division:
• 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 follow up with Business Processing Section for operation matters;
• to work closely with Underwriting Section for quotation and coverage;
• to cooperate with Loss Control Engineer to make risk survey at client’s site.
- To coordinate with related divisions/departments for all related jobs.
QUALIFICATIONS:
• University Graduation
• Mandarin fluency (Equivalent to HSK5-6)
• Good at English (Basic Communication)
SKILLS/KNOWLEDGE:
• Strong marketing sense.
• Be able to clearly understand working procedure & flow chart.
• 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:
• Marketing and sales background / experience is preferred.
• 1-2 years of experience in related field is preferred.