- Work Location:
Thu Thiem Ward, Thu Duc City
Business development:
• Plan proactively and take action on new business opportunity.
• Bring company products to new clients and businesses, taking a key role in maintaining relationships and taking care of clients for the purpose of business development.
Client Service:
• Issue insurance policies
• Offer quotations for clients
• Review renewal list for timely reminders to clients
• Conduct non- life insurance seminars for both current and potential clients (explain the cover of insurance policy and claim procedure)
Product/ system development:
• Design new products, enhance current products as partner’s requirements
• Update market trends and propose new products to compete with other insurers
• Enhance the current system and work with internal or third parties to improve system/platform/portal
Outstanding/Unclear Premium:
• Update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
Business Administration:
• Prepare periodic reports for management, as necessary or requested, to track strategic goal accomplishment.
• Manage all the activities of Banca Department – HCM office
• Perform other duties and responsibilities, as assigned.
• Manage the overall operational, budgetary, and financial responsibilities and activities of the department
• Develop effective marketing strategies and plans
• Establish and maintain relevant controls and feedback systems to monitor the operation of the department
• Review performance data that includes financial, sales, and activity reports and spreadsheets, to monitor and measure departmental productivity, goal achievement, and overall effectiveness.
• To plan, evaluate, and improve the efficiency of business processes and procedures to enhance speed, quality, efficiency, and output.
With concerned departments:
- Cooperate with Claims Divisions:
• Settle the claim smoothly for customers in compliance with the company’s procedure.
• Organize risk/claim management seminars, risk survey at client’s site
• Follow up any pending claim cases.
- Follow up with the Business Processing Division for operation matters.
- Coordinate with Underwriting Division:
• To work closely with the Underwriting Division for quotation and coverage.
• Cooperate with Loss Control Engineer to make risk survey at client’s site.
- Coordinate with other related Divisions / Departments for all related works if any.
Others:
• Provide training to bank staffs and to the Bancassurance team
• Report any unusual problems, if any.
• Update the market trends directly influenced on the company’s business activities.
• Work with other divisions and external parties for system development
• Execute other office works as required by the Company
