B2B Sales Executive

Client Service:
- To check insurance claims to solidify trust and safeguard reputation.
- To conduct non- life insurance seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure)
- To execute risk survey at client’s site as basis for offering quotation and continue following up the recommendations of risk survey, if any
- To organize risk management seminars/trainings for existing clients
- Co- ordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s)
- To look for new clients, approaching clients, selling insurance and taking care of clients
- To review renewal list for timely reminders to clients and offer renewal/new quotations for clients
- To request Business Processing Team to issue policy, endorsement, issue Chinese policies and send to clients.
Outstanding/Unclear Premium:
- To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely.
Business Administration:
- To 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.
- To report any unusual problems to Line Management(s)
Cooperate with other related Divisions for all related jobs or in closed coordination with other departments for special events organized by Company
Other tasks as assigned by Line Management.

- Be highly aware of the requirement to be professional to provide high quality service to clients.
- At least 2- 3 years working experience in sales/customer service, experience in insurance/finance is preferred.
- Analytical mind and strong quantitative skills
- College/University Graduation.
- Chinese and English fluency (HSK 5 up, TOEIC 750 up)
- Strong marketing sense.

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Cập nhật gần nhất lúc: 2024-09-20 10:20:03