1. Business development:
• To plan proactively and take action on new business opportunity.
• To bring company products to new clients and businesses, taking a key role in maintaining relationships and taking care of clients for the purpose of business development.
2. Client Service:
• To review renewal list for timely reminders to clients
• To offer quotations for clients
• To issue insurance policies
• To conduct non-life insurance seminars for both current and potential clients (explain the cover of insurance policy and claim procedure)
3. Product/system development:
• Design new products, enhance current products as partner’s requirement
• Update market trends and propose new products to compete with other insurers
• Enhance the current system and work with internal or third parties to improve system/platform/portal
4. Outstanding/Unclear Premium:
• To update the status of outstanding premium and follow up the overdue premium to ensure collecting premium fully and timely
5. Business Administration:
• To manage all the activities of Banca Department – HCM office
• To develop effective marketing strategies and plans
• To manage the overall operational, budgetary, and financial responsibilities and activities of the department
• To plan, evaluate, and improve the efficiency of business processes and procedures to enhance speed, quality, efficiency, and output.
• To establish and maintain relevant controls and feedback systems to monitor the operation of the department
• To review performance data that includes financial, sales, and activity reports and spreadsheets, to monitor and measure departmental productivity, goal achievement, and overall effectiveness.
• To prepare periodic reports for management, as necessary or requested, to track strategic goal accomplishment.
• To perform other duties and responsibilities, as assigned.
6. With concerned departments:
- To cooperate with Claims Divisions:
• To settle the claim smoothly for customers in compliance with the company’s procedure.
• To follow up any pending claim cases.
• To organize risk/claim management seminars, risk survey at client’s site
- To follow up with the Business Processing Division for operation matters.
- To coordinate with Underwriting Division:
• To work closely with the Underwriting Division for quotation and coverage.
• To cooperate with Loss Control Engineer to make risk survey at client’s site.
- To coordinate with other related Divisions / Departments for all related works if any.
7. Others:
• To update the market trends directly influenced on the company’s business activities.
• To work with other divisions and external parties for system development
• To report any unusual problems, if any.
• To execute other office works as required by the Company
• To provide training to bank staffs and to the Bancassurance team