B2B Sales Executive

Job Description

1. Client Service:

- To review renewal list for timely reminders to clients and offer renewal/new quotations for clients

- To request Business Processing Team 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

- 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.

4. Cooperate with other related Divisions for all related jobs or in closed coordination with other departments for special events organized by Company

5. Other tasks as assigned by Line Management.

Job Requirement

- College/University Graduation.

- Chinese and English fluency (HSK 5 up, TOEIC 750 up)

- At least 2-3 years working experience in sales/customer service, experience in insurance/finance is preferred.

- Strong marketing sense.

- Be highly aware of the requirement to be professional to provide high quality service to clients.

- Analytical mind and strong quantitative skills