Executive (Chinese) / Sales and Customer Service

1. Client Service:

- To review renewal list for timely reminders to clients

- To offer renewal quotations and new quotation 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

- To conduct non-life insurance seminars for both current and potential clients (explain the cover of insurance policy and claim procedure)

- 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 organize risk management seminars for existing clients

- To execute risk survey at client’s site as basis for offering quotation

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 direct management

- Monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking.

4. With concerned departments:

- To coordinate with related Divisions for all related jobs, if any.

5. Others:

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

- To assist Line Management(s) in related reports, administrative tasks, translation tasks as assigned ;

- To execute other office works as required by line management and the Company.