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)