PURPOSE:
- Achieve Company’s turnover target.
- Service all assigned Company’s clients
- Attend to enquiries from Company’s clients on new business, renewal and provide prompt and efficient service to all clients.
- To develop new business.
KEY OUTPUTS:
1. Business development:
- Target new business partners.
- To plan proactively and take action on new business opportunity.
- To bring company products to new clients and businesses, taking key role in maintain relationship and taking care of client for the purpose of business development.
- To bring actively new ideas to business development and to engage in decision making to get final result.
- To plan and carry out marketing activities and sales supporting activities for Bancassurance products
2. Client Service:
- To review renewal list for timely reminders to clients
- To offer quotations for clients.
- To issue insurance policies.
- To conduct non-life insurance seminars for both current and potential clients (explain the cover of insurance policy and claim procedure).
- To organize risk management seminars for existing clients.
- To execute risk survey at client’s site as basic for offering quotation
3. Outstanding/Unclear Premium:
- To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
4. Business Administration:
- To manage and control date to date operation of the team
- To instruct, coach & supervise subordinate, nominees in daily work to ensure team result.
- To provide and maintain, on an ongoing basis, a daily sales report, figures, forecasting & any records which may be required by company and to keep up to date records of sales and performance.
- Report any unusual problems to direct management.
5. With concerned departments.
