Job Description
<Job Responsibilities> 1. Client Service: • To review renewal list for timely reminders to clients • To offer renewal quotations and new quotations for new clients • To look for new clients, approaching clients, selling insurance and taking care of clients • Create, structure and manage paper, email files and other documentation in accordance with agreed processes and procedures of Marketing Divisions • To conduct non-life insurance/risk management seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure) • 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 check insurance claims to solidify trust and safeguard reputation 2. Outstanding/ Unclear Premium: • To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely 3. Business Administration: • 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) 4. To coordinate with concerned other Divisions/Department for all related jobs 5. Other assigned tasks by Line Management(s)
Job Requirement
<Necessary Skill / Experience > ・Education: Bachelor's Degree ・Language: Chinese and English - Business Level ・Experience: At least 2 years of sales experience in any industry (Experience in insurance sales/ marketing is preferred.) ・Experience in market research analysis