Sales Admin - Bancassurance Department

Client Service (CS):
- Co- ordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s)
- To request Business Processing Team to issue policy, endorsement
- Create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Marketing Division
- Other CS activities as assigned by Line Management(s)
- To check insurance claims to solidify trust and safeguard reputation
- To review renewal list for timely reminders to clients
- To look for new clients, approaching clients, selling insurance and taking care of clients
- To give feedback on clients’ inquiries
- To conduct non- life insurance seminars/trainings for partners
Business Administration:
- To report any unusual problems to Line Management(s)
- Assist Line Management(s) in finishing Projection template report, estimated performance report and other reports assigned by Line Management(s)
- 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
With concerned departments:
- To cooperate with Corporate Claims Division/ Retail Claims Division:
· to follow up any pending claim cases;
· to settle the claim smoothly for customers in compliance with the company’s procedure;
- To follow up with Business Processing Section for operation matters;
- To work closely with Underwriting Section for quotation and coverage;
- To coordinate with related Division / Department for all related jobs or in closed coordination with other departments for special events organized by Company.
Others:
- To update the market trends directly influenced on Company’s business activities;
- Other assigned task by Line Management(s)
- To report any unusual problems to Line Management(s) if any.
- To integrate division’s data, update Production budget.

QUALIFICATIONS:
- University Graduation
- Good at English
SKILLS/KNOWLEDGE:
- Strong marketing sense.
- Accuracy
- Clearly understand working procedure & flow chart.
- Be highly aware of requirement to be professional to provide high quality service to clients.
- Well know all insurance products and be able to explain to clients their coverage.
EXPERIENCE:
- At least 2 years experience in related field(s).
- Experience in non- life insurance is preferred.

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Cập nhật gần nhất lúc: 2024-04-03 12:12:48