Sales Admin - Bancassurane Department

Mô tả Công việc
1. Client Service (CS):
- To review renewal list for timely reminders to clients
- To request Business Processing Team to issue policy, endorsement
- To look for new clients, approaching clients, selling insurance and taking care of clients
- Create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of 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 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 any pending claim cases;
- To follow up with Business Processing Section for operation matters;
- To work closely with Underwriting Section for quotation and coverage;
- To coordinate with related Division / Department for all related jobs or in closed coordination with other departments for special events organized by Company.
4. Others:
- To update the market trends directly influenced on Company's business activities;
- To report any unusual problems to Line Management(s) if any.
- To integrate division's data, update Production budget.
- Other assigned task by Line Management(s)