Senior Executive (front) - Banca Insurance

1. Client services
- Timely renew insurance policies, strictly following Renewal Guideline of the Division
- Follow up client’s growth & requirements
- Design insurance program matching with client’s requirement
- Negotiate term and conditions with clients
- Keep & develop the relationship with clients
- Conduct Insurance seminars for both current and potential clients (explain the cover of insurance policy and claim procedure)
- Arrange risk surveys
- Provide consulting services to clients
- Explore new clients

2. Business Administration:
- Assist supervisors to handle client services
- Prepare and submit the Quotations to clients as per Division’s Guidelines
- Check the policies issued by Business Processing
- Plan client meeting schedules
- Premium Collection
- Guide Marketing (MKT) back staff for daily works

3. Co-ordination with other Divisions:
- Cooperate with Claim staff for claim matters of assigned clients
- Cooperate with Underwriting (UW) division for daily works as well as arising matters related to UW process, survey schedule, fac. Reinsurance arrangement
- Cooperate with Reinsurance Department and Business Processing Department for policy issuance
- Cooperate with IT for report & supporting tool
- Cooperate with Accounting Section for Premium collection
- Cooperate with Legal for compliance issues

4. Reports
Timely prepare periodic reports as required by the Manager

5. Staff Coaching
- Support MKT back staff, MKT executive staff in daily works

Essential requirements :
- University Graduation.
- English fluency
- Working experience from 1 year in sales insurance
- Strong marketing sense.
- Clearly understand working procedure & flow chart.
- Well know all insurance products and be able to explain to clients their coverage.
- Be highly aware of requirement to be professional to provide high quality service to clients.
- Presentation & negotiation skills

Desirable requirements :
- Male preferred
- Experience in activities of Non-life Insurance is preferred

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