The Business Development Manager of Personal Lines, who reports directly to the Senior Business Development Manager is responsible for supporting the Personal Lines business in the execution of the below duties:
Risk and Compliance
- Review and ensure all external emails and reports do not contain any sensitive information or PII of our policyholders.
- Ensure all sales reports are encrypted with a password before sending to external parties.
- Ensure all email correspondent and sales results are send to the correct parties to avoid any potential data breaches.
- Maintain “clean-desk” policy and ensure there are no sensitive information lying around workstations.
Account Management and Business Development
- Support account channels on their queries relating to the Personal Lines products and programme (e.g. policy changes, policy coverage and claims)
- Prepare and provide monthly reports to share portfolio performance and prepare invoices for billing or raise procurement request for payment.
- Review weekly and monthly reports to ensure numbers are on tracked.
- Evaluate and analyse the overall portfolio performance, including claims experience and expenses to ensure profitability.
- Monitor and follow up on outstanding payments from partners.
- Perform analysis on the portfolio performance and engage partners regularly to share results.
- Conduct trainings and briefings to Govt channels.
- Prepare meeting minutes, identify actions points and follow up on the required actions.
- Work closely with partners to ensure service level standards and deliverables are met
Business Support
- Process improvement - Identify areas of improvements to streamline the existing processes for efficiency
- Liaise with internal stakeholders to ensure support is given to ensure we can meet the agreed SLA.
- Marketing support (co-creation of marketing materials with stakeholders and other sales activities i.e. roadshows and seminars)
- Conduct briefing and prepare FAQs for internal stakeholder (i.e. Contact centre, Telesales) if we require their support to handle any enquiries
- Work with internal stakeholders to map out all the processes and new codes creation for new partnerships.
- Responsible to work with Legal to draft all new and renewal contracts.
- Working with Legal and Compliance to clear new processes required to support partnership models
- Ad-hoc task or projects assigned by Supervisor/HOD.
- To cover other account managers during their absence.
Qualifications
- Proven track record in account management roles and working with multiple stakeholders (internal and external stakeholders)
- Proficient in presentations skills with strong command of English (written and spoken)
- Proficient in Excel (use of intermediate level functions like lookups, pivot tables and basic formulas)
- Strong analytical and problem-solving skills
- Strong understanding of operational processes (policy and service related)
- Knowledge/certification in general insurance is preferred
