Sales Admin - Bancassurance Department

Job Description

1. Client Service (CS):

- To review renewal list for timely reminders to clients

- To request Business Processing Team to issue policy, endorsement

- 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

- 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 partners

- To check insurance claims to solidify trust and safeguard reputation

- To give feedback on clients’ inquiries

- Other CS activities as assigned by Line Management(s)

2. 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)

3. With concerned departments:

- To cooperate with Corporate Claims Division/ Retail Claims Division:

· to settle the claim smoothly for customers in compliance with the company’s procedure;

· to follow up any pending claim cases;

- To follow up with Business Processing Section for operation matters;

- To work closely with Underwriting Section for quotation and coverage;

- To coordinate with related Division / Department for all related jobs or in closed coordination with other departments for special events organized by Company.

4. Others:

- To update the market trends directly influenced on Company’s business activities;

- To report any unusual problems to Line Management(s) if any.

- To integrate division’s data, update Production budget.

- Other assigned task by Line Management(s)