Role and Responsibilities
1. To represent customers' interests, provide unbiased advice and distinctive unparalleled customer service;
2. Promoting and selling insurance plans to prospective customers;
3. Contacting and securing new business accounts/customers.
Essential Job Functions
1. Contact prospect clients who have enquired for medical insurance through our websites;
2. Discuss (through the phone or/and in person) with potential customers their requirements for medical insurance (budget, pre-existing conditions, level of cover, geographical area of cover, etc.) ;
3. Develop clear and effective written proposals/quotations for prospective customers;
4. Efficient use of the Company CRM system;
5. Expedite the resolution of customer problem and complaints;
6. Assist prospect customers throughout the sale process and during the first year of the policy with queries, administration, paperwork;
7. Coordinate with the administration team for the processing of applications and paperwork from when the application is received up until completion of payment;
8. Coordinate with the claims/client services/renewals team when needed;
9. Identify advantages and compares insurance companies' products/services;
10. Supply management with oral and written reports on customer needs, problems, interests if needed.
Position Requirements 1. Bachelor degree or above, major in finance, marketing, economics or related field is preferred;
2. Have a high enthusiasm for sales work; 3. Have a strong learning ability and excellent communication skills, strong team spirit and good interpersonal skills, able to work under pressure;
4. Provide customers with a full range of insurance advisory services; 5. Good health, strong affinity, honest and trustworthy, hard work, with a high degree of team spirit; 6. Fluent in English listening, speaking, reading and writing;
7. Native Chinese Speaker.
职能类别: 销售经理
关键字: 咨询顾问 销售经理
联系方式
上班地址:三元桥
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