Sales Admin - Bancassurance Department

Mô tả Công việc
1. Client Service (CS):
- To review the renewal list for timely reminders to clients
- To request the Business Processing Team to issue policy, endorsement
- To approach clients, sell insurance, and take care of clients.
- Create, structure, and manage paper, email files, and other documentation by agreed processes and procedures of the Marketing Division
- 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 check insurance claims to solidify trust and safeguard reputation.
- To give feedback on clients' inquiries
- Other CS 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.
- Monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking.
- Assist Line Management(s) in finishing the Projection template report, estimated performance report, and other reports assigned by Line Management(s)
3. With concerned departments:
- To cooperate with Corporate Claims Division/ Retail Claims Division:
+ To settle the claim smoothly for customers in compliance with the company's procedure.
+ To follow up on any pending claim cases.
- To follow up with the Business Processing Section for operation matters.
- To work closely with the Underwriting Section for quotation and coverage.
- To coordinate with related divisions/departments for all related jobs or in close coordination with other departments for special events organized by the Company.
4. Others:
- To update the market trends directly influenced the Company's business activities.
- To report any unusual problems to Line Management(s) if any.
- To integrate the division's data, update the Production budget.
- Other assigned tasks by Line Management(s)