Client Service:
- To check insurance claims to solidify trust and safeguard reputation.
- Co- ordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s)
- To conduct non- life insurance seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure)
- To review renewal list for timely reminders to clients
- To request Business Processing Team to issue policy, endorsement, issue Chinese policies and send to clients.
- To organize risk management seminars/trainings for existing clients
- To look for new clients, approaching clients, selling insurance and taking care of clients
- 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 offer renewal quotations and new quotations for new clients
- Create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Marketing Divisions
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 report any unusual problems to Line Management(s)
- To Interview potential/prospective clients to get data about their financial resources and discuss existing coverage for business estimation.
- Assist Line Management(s) in finishing Projection template report, estimated performance report and other reports assigned by Line Management(s)
- Monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking.
With concerned departments:
- To cooperate with Claims Division:
To follow up any pending claim cases
To settle the claim smoothly for customers in compliance with the company’s procedure
To organize risk/claim management seminars/trainings, risk survey at client’s site
- To coordinate with Underwriting Division (UWD):
To cooperate with Loss Control Engineer to make risk survey at client’s site.
To work closely with Underwriting Section for quotation and coverage providing
To follow up with Business Processing Section for operation matters
- To coordinate with related Divisions for all related jobs or in closed coordination with other departments for special events organized by CompanyTo coordinate with HRAD Division for HR issues and Finance & Planning Division for all related jobs or in closed coordination with other departments for special events organized by Company.
Others:
- Other assigned task by Line Management(s)
- To integrate the division’s data, update Production budget.
- Reviewing and following Reinsurance accounts, which are offered by the others insurance company and refer to UW.
- To update the market trends directly influenced on MSIG’s business activities.
- To report any unusual problems to Line Management(s) if any.
- Translate related documents if any.
