Senior Officer, Corporate Insurance Advisory (Techcom Insurance)

1. Develop and manage corporate customers
- Proactively explore and manage the portfolio of corporate customers according to the assigned segment/area.
- Maintain relationships with existing customers, explore new sales opportunities, cross-sell, and renew contracts.
- Be responsible for individual revenue targets as assigned.

2. Consult and sell corporate insurance solutions
- Analyze customer needs and risks to provide suitable insurance solutions.
- Directly prepare quotation documents, coordinate with Underwriting for assessment and pricing.
- Participate in commercial and technical negotiations with corporate customers.
- Ensure sales documentation is complete and follows the correct process.

3. Manage pipeline & execute deals
- Manage personal sales pipeline, monitor the progress of each business opportunity.
- Proactively coordinate with Underwriting, Operations, and Claims to ensure deals are processed on schedule.
- Be responsible for conversion rates and deal processing times within the assigned scope.

4. Leverage referral sources from TCB
- Coordinate with RM/CIBG of TCB in receiving and handling referred customers.
- Comply with coordination mechanisms and SLA with the bank.
- Proactively improve lead handling quality and closing rates.

5. Reporting & skill development
- Prepare periodic reports on revenue, pipeline, and managed customers.
- Proactively enhance product knowledge, professional skills, and B2B sales techniques.
- Support and guide Officers when assigned (no direct management responsibilities).

6. Other tasks as assigned by the leadership team.

Key Accountabilities (2)

Key Accountabilities (3)

Key Relationships - Direct Manager

Key Relationships - Internal Stakeholders

Qualifications:
- Graduated from university or higher in the following majors: Finance - Banking, Insurance, Economics, Business Administration, or related fields.
- Preference for candidates with insurance or B2B sales certifications.
- Foreign language (English): As per the company's regulations.

Professional experience:
- 5 years of experience in insurance sales, finance, or B2B.
- Experience working with corporate clients.
- Understanding of the end-to-end corporate sales cycle.
- Ability to work independently and manage personal pipelines.