Key Roles and Responsibilities
Main Responsibilities
Account Support & Client Coordination:
o Assist in managing assigned key accounts by supporting daily client needs, addressing inquiries, and ensuring smooth communication.
o Build and maintain strong working relationships with clients and internal teams.
- Project & Task Management:
o Help coordinate and track deliverables for client campaigns, activations, or partnership programs.
o Data entry to Core System management and KPI assessments of relevance partners.
o Ensure that internal timelines, client expectations, and service-level standards are met. - Reporting & Analysis:
o Compile and prepare regular reports on account performance, service delivery, and client satisfaction.
o Support the analysis of client data and feedback to identify improvement opportunities. - Proposal & Documentation Support:
o Assist in developing proposals, presentations, meeting notes, and documentation for key accounts.
o Ensure accurate and timely documentation of agreements, service terms, and correspondence. - Cross-functional Collaboration:
o Work closely with finance, operations, and other departments to coordinate client deliverables and resolve issues.
o Act as a bridge between internal teams and clients to ensure clarity and alignment. - Client Relationship Development:
o Participate in regular client meetings and support engagement strategies to build trust and long-term relationships.
o Help identify potential upselling or cross-selling opportunities under supervisor guidance.
Job Requirements
Qualifications
- Prefer Business Related- Bachelor’s Degree, Postgraduate Diploma
- At least 2 years of experience in the insurance field with the relevance experience in the sales channel
- Deep understanding of sales and performance management.
- Deep understanding of quantitative and qualitative performance evaluation criteria
- Experience in working with team.
- Sales management process and performance.
- Facilitate presentation skills.
- Team development
