(Senior) Executive, Insurance Advisory

Key Responsibilities and Accountabilities
Functional (job responsibilities)
• Advise insurance (both life and non-life) solutions to the clients from end to end
- Generate and prepare a list of qualified pipeline (both self-generated and internal referrals) for banca selling
- Approach the potential customers and conduct financial needs analysis to identify relevant insurance needs
- Be in charge of fulfilling and submitting insurance application forms
- Closely track the underwriting status and provide prompt support to customers in case medical check-up and/or other activities are required
- Provide accurate advice about product features and benefits
- Ensure that all policies are properly issued and pass free-look period.
• Perform high quality after sales service
- Take care of customers after free-look period to guarantee no policy surrender and capture relevant up-sale/cross-sale opportunities.
- Be responsible to advise and persuade customers to renew their policies in the second year.
• Deliver excellent service quality:
- Comply strictly to internal/external regulations regarding banking and insurance operation in Vietnam.
- Produce work of a high standard of quality, efficiency and accuracy in daily operations.
- Handle customers’ complaints (if any) properly and promptly, and within regulated internal responding time.
- Ensure having no operational mistakes that lead to financial loss to customers and the Bank.
• Others:
- Assist time to time on reports & statistics, i.e: market update/survey of product trends and competition.
- Provide internal referrals for other products
Managerial (team/group responsibilities)
- Work with Product Owner to offer proactive and personalized financial services to the customer.
- Support Manager in promoting and developing market presences, this will ultimately deliver the individual jobholders targets and support overall Centers targets.

Secured Loan at special rate under PFS Scheme
,#Health Care & Group Term Life Insurance
,#Cơ hội đào tạo

Banking, Bancassurance, Sales experience, Customer Orientation, Tư Vấn Bảo Hiểm