- Working location: District 1
, HCMC
Client Service:
• Review renewal list for timely reminders to clients
• Offer renewal quotations and new quotations for new clients
• Look for new clients, approaching clients, selling insurance and taking care of clients
• Request Business Processing Team to issue policy, endorsement, issue policies and send to clients
• Create, structure and manage paper, email files and other
documentations in accordance with agreed processes and procedures of Marketing Division
• Conduct non- life insurance seminars/ trainings for both current and potential clients (explain the cover of insurance policy and claim
• Co- ordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s)
procedure)
• Execute risk survey at client’s site as basis for offering quotation and continue following up the recommendations of risk survey, if any
• Review and follow Reinsurance accounts, which are offered by the
• Check insurance claims to solidify trust and safeguard reputation
• Organize risk management seminars/trainings for existing clients
thers insurance company and refer to Underwriting.
<Job Responsibilities>
Business Administration:
• Interview potential/ prospective clients to get data about their
• Report any unusual problems to Line Management(s)
financial resources and discuss existing coverage for business estimation
• Assist Line Management(s) in finishing Projection template report,
• Monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking
estimated performance report and other reports assigned by Line
Management(s)
Outstanding/Unclear Premium:• Update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
Others:
• Update the market trends directly influenced on Company’s business activities;
• Integrate division’s data, update Production budget.
• Other assigned task by Line Management(s)
• Translate related documents, if any.
