Client Executive

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