Sales Executive - Chinese Speaking

1. Client Service:
· To review renewal list for timely reminders to clients
· To offer renewal quotations and new quotations for new clients
· 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
· To conduct non-life insurance/risk management seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure)
· To execute risk survey at client's site as basis for offering quotation and continue following up the recommendations of risk survey, if any
· To check insurance claims to solidify trust and safeguard reputation
2. Outstanding/Unclear Premium:
· To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
3. Business Administration:
· 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)
4. To coordinate with concerned other Divisions/Department for all related jobs
5. Other assigned tasks by Line Management(s)