Group Business Sales (Direct Channel)

1) After sales service

  • Process paper files and system records are updated and maintained following all client contacts.
  • Processing incoming and dispatching outgoing mail.
  • Process foot print
  • Produce and maintain diaries on our record, chasing for outstanding information from operation, claims and clients
  • Update & Produce documents/correspondence as required
  • Communicating effectively both internally and externally in a professional and friendly manner.

2) Collection premium and excess claim

  • Checking, Issuing invoices and policy documents and updating client records
  • Reconcile Renewal premium and prepared DCR to account dep. For receipt print out.
  • Bachelor’s in Business Administration, Economics, or other related field
  • At least 3 years’ experience in Group Employee Benefits business in Life Assurance or Broker
  • Group employee benefit knowledge
  • Basic claim knowledge
  • Good Sales Skill
  • Good skill in MS Office - Power Point

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