The Executive (Front) within the Global Business Division is responsible for managing client relationships, facilitating insurance processes, and ensuring seamless coordination among various departments. This role involves client service, business administration, and collaboration with internal teams to maintain high service standards and achieve business objectives.
Responsibilities:
1. Client Service:
- To review renewal list for timely reminders to brokers/clients.
- To offer renewal quotations and new quotations for new clients/or new business via broker.
- To request Business Processing Team to issue policy, endorsement, issue Chinese policies and send to clients.
- To look for new clients, approaching clients, selling insurance and taking care of clients.
- To keep and build good relationship with brokers.
- To create, structure and manage paper, email files and other documentations in accordance with agreed processes and procedures of Marketing Division.
- To co-ordinate efforts of all Departments/ Divisions and work as intermediary on behalf of the Line Management(s).
- To conduct non-life insurance seminars/trainings for both current and potential clients (explain the cover of insurance policy and claim procedure).
- To organize risk management seminars/trainings for existing clients directly or via broker.
- To execute risk survey at client’s site as basis for offering quotation and continue following up the recommendations of risk survey, if any.
- To check insurance claims to solidify trust and safeguard reputation.
2. Outstanding/Unclear Premium:
- To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely.
3. Business Administration:
- To report any unusual problems to Line Management(s).
- To Interview potential/prospective clients to get data about their financial resources and discuss existing coverage for business estimation.
- To prepare monthly & quarterly Gross Written Premium analysis report, expenses analysis report, Data checking.
- To assist Line Management(s) in finishing Projection template report, estimated performance report and other reports assigned by Line Management(s).
4. With concerned departments:
- To cooperate with Claims Divisions:
+ To settle the claim smoothly for customers in compliance with the company’s procedure
+ To conduct scene assessment.
+ To follow up any pending claim cases
+ To organize risk/claim management seminars/training.
- To coordinate with Underwriting Division:
+ To work closely with Underwriting for quotation and coverage providing.
+ To cooperate with risk surveyor to make risk survey at client’s site.
- To follow up with Business Processing team for operation matters
- To coordinate with other divisions for all related jobs.
* Others:
- To update the market trends directly influenced on the company’s business activities.
- To report any unusual problems to Line Management(s) if any.
- To review and follow Reinsurance accounts, which are offered by the others insurance company and refer to Underwriting Division.
- To translate related documents (if any).
- Other tasks as assigned by Line Management(s) or the Company.
