Client Executive

WTW

About the job
Client Executive is expected to successfully grow client portfolio including new, renew and enhancement of existing coverage to ensure achievement of sales target

The Role

  • Conduct various ways of finding prospects, including but not limited to attending fairs, seminars, etc to source potential customers
  • Indentify client’s insurance needs and requirements by understanding clients’ business and giving advice on key risks and insurance issues
  • Consult clients on Insurance Arrangement as well as follow up with placement team
  • Closely work with Line Manager in preparing pitching documents including but not limited to presentation for Insurance Product, Service Introduction, Insurance Proposal, etc.
  • Support to do market exercise including but not limited to preparing related documents (quote slip, comparison, placement slip, payment documents, etc), negotiating with insurers/ reinsurers, agents, other brokers or any thrid party to find best proposal for client as and when required
  • Ensure sales and sevice activities in compliance with the Company requirements (BUL, RMA reports, sales analysis, procedures, regulations…)
  • Coordinate with Accounting Department to assure premium and/or commission collection
  • Cooperate with Claim Department to ensure client satisfication in claim settlement
  • Other tasks assigned by the Company

The Requirements

  • University degree
  • Computer Literate, WinWord, Excel, Power Point
  • At least 3-year experience in non-life insurance with broker/ insurer/ service industry
  • Knowledgeable of insurance concepts and processing
  • High integrity, good communication and problem-solving skills
  • Client-oriented, innovative and critical thinking
  • Good selling and negotiation skills
  • Able to work under pressure
  • Fluent in both English & Vietnamese

To apply for this job email your details to hello@cturtle.co

Job Overview
Job Location