Job Description
Advisory
- Conducting technical reviews, such as benchmarking and gap analysis
- Assisting in developing, analyzing and drafting results and reports for BD manager and AM team
- Providing advice to clients on placement design, potential coverage enhancements, pricing, etc
- Designing and tailoring insurance solutions for client
- Putting together MO/Proposals, drafting employee handbooks, emails and presentations and other relevant broking documents
Sales
- Working closely with BD Manager and providing organizational and technical support
- Pitching Pacific Prime services
- Identifying new sales leads, contacting potential clients via email or phone to establish rapport and set up meetings
- Attending conferences, meetings and networking events
- Researching organizations and individuals online to identify new leads and decision makers
- Organizing company seminars, shortlisting conferences/events with the highest ROI
Account Management
- Maintaining fruitful relationships with existing customers
- Handle placement of new business cases assigned and on-going management of policies
- Proactively managing and renewing a portfolio of existing group client accounts of various sizes and premium values
- Review final proposal line-by-line including all benefits, exclusions, definitions and terminology
- Coordinating with the administration team for the renewal process and paperwork from pre-renewal stage to post renewal until completion of payment
- Create claims report (presentation or report format depending on client requirements)
Job Requirement
- Required BCP, PGI, ComGI, HI, M5, M9 and M9A qualifications from SCI
- Desire to develop knowledge of the employee benefits industry
- Excellent interpersonal communication skill
- Meticulous, service oriented, strong relationship-building and team player
- Ability to work under tight timelines and pressure
