Job Description
Job Objective
This role is responsible for assisting in the coordination of day-to-day account activities, ensuring excellent service delivery, and contributing to client retention and satisfaction.
Key Roles and Responsibilities
Main Responsibilities
Client Support & Relationship Management:
- Serve as a point of contact for assigned key accounts under the supervision of the Key Account Manager.
- Assist in maintaining strong, professional relationships with clients to ensure satisfaction and ongoing engagement.
Account Coordination:
- Support the execution of account plans, campaigns, and partnership initiatives.
- Help coordinate meetings, prepare agendas, and track follow-up actions related to client interactions.
Reporting & Analysis:
- Compile reports on account performance, client feedback, and key metrics to support strategic decision-making.
- Monitor and track KPIs, ensuring issues or opportunities are flagged and escalated appropriately.
Proposal & Documentation:
- Assist in the preparation of proposals, service agreements, presentations, and client documentation.
- Ensure all files, contracts, and correspondence are up to date and properly organized.
Internal Coordination:
- Collaborate with cross-functional teams (e.g., marketing, operations, finance) to ensure client deliverables are met on time and to the expected standard.
- Coordinate with internal stakeholders to resolve client issues promptly and efficiently.
Market & Client Insights:
- Gather feedback from clients and industry sources to identify trends, needs, and opportunities for value-added services.
- Support the Key Account Manager in developing strategies to maximize account potential and upsell opportunities.
Job Requirements
Qualifications
- Prefer Business Related- Master’s Degree, Postgraduate Diploma
Experience
- At least 2 years of experience in the insurance field with the relevance experience in the sales channel
Competencies
- Deep understanding of sales and performance management.
- Deep understanding of quantitative and qualitative performance evaluation criteria
- Experience in managing sales staffs.
- Sales management process and performance.
- Facilitate presentation skills.
- Team development
