Job description
1. Work closely with the business development team, and generate new business to achieve set targets
2. General day to day administration of the general insurance business
3. Manage renewal process of clients, reach annual kpi target.
4. Providing and supervising the service to client as needed
5. Presenting yearly policy and group performance review to client in regular basis coaching executive on operation sides
6. Build up close relationship with client by meetings, calls strategy brain storming with manager and BD
7. Follow the company’s instructions and procedures and in particular enter and update memo (fum)
8. Be fully licensed and maintain proper qualifications at all time required by the insurance regulatory authority and maintain competent insurance advisor status through regular compulsory courses
9. Participate actively in training organized by the company and insurance providers to maintain professional knowledge
10. Practice your activity with the highest level of integrity, honesty and professionalism
11. Advise sales and customer service team to the best of clients’ interests and provide outstanding service
Skills & experience
Requirements:
1. Position based in Shanghai, travels may be required time to time
2. Insurance sales experience is preferred
3. Fluent English spoken and written, Chinese, and other languages a plus
4. Proficiency in using MS Outlook, Excel, Word and Power Point
5. Self-motivated, go getter attitude, able to work under pressure to achieve targets