Sales Executive - Bancassurance Department

1. Business development:
- Target new clients, take action on new business opportunity, to bring Company's products to new clients and businesses
- Report and analysis
2. Client Service (CS):
- To review renewal list for timely reminders to clients
- To request Business Processing Team to issue policy, endorsement
- To approach clients, sell insurance and take care of clients/banks
- To create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Retail Business 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 banks
- To check insurance claims to solidify trust and safeguard reputation
- To conduct promotion activities for banks
- Other CS activities as assigned by Line Management(s)
3. Outstanding/Unclear Premium:
- - To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
4. 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)
5. With concerned departments:
- To cooperate with 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 Division for operation matters;
- To work closely with Underwriting division for quotation, coverage, new product, product modification
- To coordinate with Division / Department for all related jobs or in closed coordination with other departments for special events organized by Company.
6. Others:
- To update the market trends directly influenced on Company's business activities;
- To report any unusual problems if any.
- To execute other office work as required by the Company;
- To review and control agreements with banks;
- Other assigned task by Line Management(s)