Job overview
promote customized insurance solutions to match customer's wealth needs, increasing penetration through premium sales.
* identify and capture business opportunities with prompt follow-up on analytically driven leads and campaigns
* maintain a high submitted-to-issued ratio with prompt follow up and after-sales service
* promote professional sale of insurance products
* provide specialist advice on appropriate insurance solutions to ensure the protection needs of customers are well fulfilled
* drive multiple-need fulfillment for existing insurance customers through cross-sell and maturity campaigns
* build and maintain a positive team culture through quality referrals and referral skills among team members, contributing to product knowledge and skills sharing. Build relationship with clients
* support referrals to other departments when other customer needs are identified
* identify and capture business opportunity from customer referrals and provide referral leads to colleagues from non-bank customers to onboard the customer
* manage individual insurance portfolio to ensure the highest rate of customer satisfaction and persistency.
key responsibilities
develop and execute strategies to promote insurance solutions to match customer's wealth needs, increasing penetration through premium sales.