Bancassurance Client Effectiveness Associate Manager

Relationship Management duties:
• Recruit, train and manage the Client Effectiveness (CE) team to take care of clients.
• Monitor, analyze and motivate the team to achieve the targets.
• Engage and support CE team to help the team achieve their goals.
• Assist CE members in handling complicated cases, even contact clients directly if needed
• Make sure CE members meet the following requirements:
- Take care of clients whose insurance policies are in the 2nd year and convince clients that have lapsed policies to reinstate their policies;
- Notify the premium payment deadline and convince and follow up with clients to pay the premium to keep their policies inforce;
- Coordinate with existing/servicing agent to collect premiums from clients on time / Save cases of refusal by convincing clients to keep paying the premium.
- Support and guide clients to pay insurance premiums (Including the collection of insurance premiums from clients via POS machine if customers have demand)
- Record and transfer to servicing agent to coordinate in answering questions of the clients related to the insurance policy.
Relationship management:
• Coordinate and participate in regular meetings with the leadership to set orientation and unify the implementation of the plan and operational targets.
• Build up good cooperation with internal departments and management
• Coordinate closely with related partners including CRM Manager, Account Head and the sales team to resolve business-related issues of the assigned business unit(s).
Team Development:
• Regular coaching and development of CE team.