Sales Executive - Bancassurance Department

Job Description

1. Business development:

- Target new clients, take action on new business opportunity, to bring Company’s products to new clients and businesses

- Report and analysis

2. Client Service (CS):

- To review renewal list for timely reminders to clients

- To request Business Processing Team to issue policy, endorsement

- To approach clients, sell insurance and take care of clients/banks

- To create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Retail Business Division

- To 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 banks

- To check insurance claims to solidify trust and safeguard reputation

- To conduct promotion activities for banks

- Other CS activities as assigned by Line Management(s)

3. Outstanding/Unclear Premium:

- - To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely

4. 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.

- Monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking

- Assist Line Management(s) in finishing Projection template report, estimated performance report and other reports assigned by Line Management(s)

5. With concerned departments:

- To cooperate with 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 follow up with Business Processing Division for operation matters;

- To work closely with Underwriting division for quotation, coverage, new product, product modification

- To coordinate with Division / Department for all related jobs or in closed coordination with other departments for special events organized by Company.

6. Others:

- To update the market trends directly influenced on Company’s business activities;

- To report any unusual problems if any.

- To execute other office work as required by the Company;

- To review and control agreements with banks;

- Other assigned task by Line Management(s)