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Group Business Sales (Broker Channel)

1) Re-New Business Sales Management

  • Drive sales performance by build relationship and provide high quality of customer service
  • Produce, Follow up and chasing underwrite for renewals documentation, which should be actioned 4-8 weeks before the renewal date and prospects providing quotations
  • Obtaining quotations and Communicate quotations, advising the most appropriate in terms of price and cover to meet the applicant’s needs and Treating Customers Fairly.
  • Provide weekly re-new performance reports to review performance results
  • Share the outstanding issues/ problems to the relevant parties
  • Drive to solve the issues/ problems in order to increase re-new sales performance
  • Follow up and manage customers’ complaints received and propose the solutions to improve the service quality to customers
  • Discussing any additional covers to ensure that all the insurance requirements are satisfied

2) After sales service

  • Ensuring that the paper files and system records are updated and maintained following all client contacts.
  • Providing a focused and friendly service to all customers and and assisting with queries, taking messages where appropriate.
  • Processing incoming and dispatching outgoing mail.
  • 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.
  • Maintaining an acceptable level of product knowledge by keeping up-to-date with product developments.

3) 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.
  • Follow up outstanding premium and excess claim
  • 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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