Sales Admin - Bancassurance Department

Mô tả Công việc

1. Client Service (CS):

- To review renewal list for timely reminders to clients

- To create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Marketing 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 partners

- To give feedback on clients’ inquiries

- Other client service activities as assigned by Line Management(s)

2. 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

- To support Line Management(s) to prepare monthly & quarterly Gross Written Premium (GWP) analysis report, expenses analysis report, Data checking

3. With concerned departments:

- To cooperate with Claims Divisions to settle the claim smoothly for customers in compliance with the company’s procedure.

- To follow up with other Divisions for operation matters

4. Others:

- Other assigned task by Line Management(s)

Yêu Cầu Công Việc

- College/University Graduation

- Good at English

- At least 2 years’ experience in related field(s).

- Experience in nonlife insurance is preferred.

- Clearly understand working procedure & flow chart.

- Be highly aware of the requirement to be professional to provide high quality service to clients.

- Accuracy