Generate new business by actively contacting prospects, scheduling appointments, making sales presentations and closing new Employee Benefit accounts and maintaining existing business
Develop prospecting strategies to increase opportunities for new business.
Build and maintain account existing database, include client relationships and provide oversight to account activity.
Look for opportunities to grow business from existing clients by offering other products of EB
Manage renewal process with existing clients and ensure all internal procedures are compiled during the renewal process.
Provide insurance consultancy services to the client and add value to clients
Collaborate with employee benefits team (claim, placement, finance, etc) in targeted accounts, ultimately accountable for success.
Build value client oriented, manage client complaints, solve every problem may arise, do discussion with internal & external team
Help to monitoring after sales / servicing to all accounts internal & external
Having minimum 8 years as Employee Benefit or equivalent in Insurance Company or Brokers. Additional insurance education or designation preferred
Must have experience looking for new business and maintaining employee benefit insurance on large company
Must Have deep knowledge of Employee Benefit product (esp. Health Insurance Policy)
Must be proficient in Ms Office and preparing presentation
Must be highly organized and work well in team environment.
Must have excellent interpersonal relationship skills
Ability to assess and maintain multiple priorities while managing one or more books of business.
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