Specialization: SALES CORPORATE
Job description:
Account Manager - Employee Benefits \n\n \n\nResponsibilities: \n\n\n\t- Sales and Renewals of Insurance products
\n\t- Support Sales and Business Developments including finalizing placement of insurance products
\n\t- Conduct Needs Analysis and provide recommendations to clients
\n\t- Manage and develop client base as well as cross-selling
\n\t- Respect compliance principles and internal guidelines
\n\t- Explain features, advantages and disadvantages of various policies
\n\t- Negotiate renewal terms with insurers when required
\n\t- Assist with queries and claims from clients
\n\t- Prepare reports and renewal materials (RFP’s)
\n\t- Conduct presentations to company staff
\n\t- Other ad-hoc duties and tasks as given by Management
\n \n\n \n\nRequirements: \n\n\n\t- Diploma in any relevant discipline with prior experience in insurance industry is a must
\n\t- BCCITB certification is preferred but not mandatory.
\n\t- Experience in employee benefits (Medical, Flex, or Property & Casualty) is a plus
\n\t- Excellent interpersonal and communication skills
\n\t- Good analytical mind with strong business acumen
\n\t- Strong negotiation and organizational skills
\n\t- Service-driven with a strong a passion for excellence
\n\t- Able to work independent as well as good team player
\n \n\nBusiness Development Executive – Employee Benefits \n\n \n\nResponsibilities: \n\n \n\nAdvisory \n\n\n\t- Conducting technical reviews, such as benchmarking and gap analysis
\n\t- Assisting in developing, analyzing and drafting results and reports for BD manager and AM team
\n\t- Providing advice to clients on placement design, potential coverage enhancements, pricing, etc
\n\t- Designing and tailoring insurance solutions for client
\n\t- Putting together MO/Proposals, drafting employee handbooks, emails and presentations and other relevant broking documents
\n \n\n \n\nSales \n\n\n\t- Working closely with BD Manager and providing organizational and technical support
\n\t- Pitching Pacific Prime services
\n\t- Identifying new sales leads, contacting potential clients via email or phone to establish rapport and set up meetings
\n\t- Attending conferences, meetings and networking events
\n\t- Researching organizations and individuals online to identify new leads and decision makers
\n\t- Organizing company seminars, shortlisting conferences/events with the highest ROI
\n \n\n \n\nAccount Management \n\n\n\t- Maintaining fruitful relationships with existing customers
\n\t- Handle placement of new business cases assigned and on-going management of policies
\n\t- Proactively managing and renewing a portfolio of existing group client accounts of various sizes and premium values
\n\t- Review final proposal line-by-line including all benefits, exclusions, definitions and terminology
\n\t- Coordinating with the administration team for the renewal process and paperwork from pre-renewal stage to post renewal until completion of payment
\n\t- Create claims report (presentation or report format depending on client requirements
\n \n\n \n\nRequirements \n\n\n\t- Diploma or Degree in any discipline
\n\t- BCCITB certification is preferred but not mandatory
\n\t- Minimum 2 years of relevant experience in Sales within the insurance industry
\n\t- Excellent interpersonal and communication skills
\n\t- Excellent analytical skills and attention to detail
\n\t- Strong sense of commitment to deliver, responsible and proactive
\n\t- Able to work independent as well as good team player
\n \n\n \n
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