Senior Sale 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 request Business Processing Division to issue policy, endorsement, issue Chinese policies and send to clients
• To look for new clients, approaching clients, selling insurance and taking care of clients
• Create, structure and manage paper, email files and other documentation in accordance with agreed processes and procedures of Marketing Divisions
• 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 both current and potential clients (explain the cover of insurance policy and claim procedure)
• To organize risk management seminars/trainings for existing clients
• 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 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)
4. Others
• To coordinate with other Divisions/Departments for all related jobs or for special events organized by Company.
• Other tasks as assigned by higher managers and other office work as required by the company.