Job Description
Job Objective
- This job is to prepare Partnership Admin procedure to provide the specialist support during screening, evaluating and sale planning process with Partnership Business Development Team.
- To conduct performance management, controlling tasks for data entry, checking customer data in core system and collaboration with other department Prepare and supervise the reporting procedure and provide the necessary support.
Key Roles and Responsibilities
Main Responsibilities
- Build strong relationships with corporate partner and their relative business.
- Working with corporate partner to identify potential customers with relevant revenue need and target achievements.
- Providing professional insurance advice to customers of corporate partners.
- Providing after-sales service to successful cases.
- Guiding the customers through the process of underwriting and managing customer relationships after sales.
- Preparing and submitting periodic reports on time and undertaking directives thereof and report to HO timely manner.
- Ensuring compliance with internal policies and manuals and regulatory requirements governing the partnership business.
- Cooperate with other department to deliver the documents and other materials.
Reports
- Responses
- Handle contingencies matters and report to the partnership admin team lead.
- KPI Reports
- To Prepare performance reports as per the partnership business plan.
Data Entry
- POS data entry and maintenance process
Cash Collection
- Need to collect in case of customer relationship and unexpected issue.
- Remind to the customer to monthly premium payment and help customer to make payment on time.
- Delivery the payment accordingly with the SOP of HO guideline.
Job Requirements
Experience
- Minimum (3) years working experience as sales representative.
- Insurance knowledge is preferable.
Competencies
- Data analytical skill
- Payment Collection
- Microsoft Office Environment
Qualifications
- University Degree or any Business-Related Degrees