
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