Sales & Marketing Executive - Chinese Speaking

Job Description

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 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

- Create, structure and manage paper, email files and other documentations 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. With concerned departments:

- To cooperate with Claims Division:

• To settle the claim smoothly for customers in compliance with the company’s procedure
• To follow up any pending claim cases
• To organize risk/claim management seminars/trainings, risk survey at client’s site

- To coordinate with Underwriting Division (UWD):

• To follow up with Business Processing Section for operation matters
• To work closely with Underwriting Section for quotation and coverage providing
• To cooperate with Loss Control Engineer to make risk survey at client’s site.

- To coordinate with related Divisions for all related jobs or in closed coordination with other departments for special events organized by CompanyTo coordinate with HRAD Division for HR issues and Finance & Planning Division for all related jobs or in closed coordination with other departments for special events organized by Company.

5. Others:

- To update the market trends directly influenced on MSIG’s business activities.

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

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

- Reviewing and following Reinsurance accounts, which are offered by the others insurance company and refer to UW.

- Translate related documents if any.

- Other assigned task by Line Management(s)