Senior Executive, Insurance Advisory

Functional (job responsibilities)• Advise insurance (both life and non-life) solutions to the clients from end to end- Generate and prepare a list of qualified pipeline (both self-generated and internal referrals) for banca selling - Approach the potential customers and conduct financial needs analysis to identify relevant insurance needs - Provide accurate advice about product features and benefits- Be in charge of fulfilling and submitting insurance application forms - Closely track the underwriting status and provide prompt support to customers in case medical check-up and/or other activities are required- Ensure that all policies are properly issued and pass free-look period. • Perform high quality after sales service- Take care of customers after free-look period to guarantee no policy surrender and capture relevant up-sale/cross-sale opportunities. - Be responsible to advise and persuade customers to renew their policies in the second year. • Deliver excellent service quality:- Produce work of a high standard of quality, efficiency and accuracy in daily operations.- Comply strictly to internal/external regulations regarding banking and insurance operation in Vietnam.- Handle customers’ complaints (if any) properly and promptly, and within regulated internal responding time. - Ensure having no operational mistakes that lead to financial loss to customers and the Bank.Others:- Assist time to time on reports & statistics, i.e: market update/survey of product trends and competition. - Provide internal referrals for other productsManagerial (team/group responsibilities)- Work with Product Owner to offer proactive and personalized financial services to the customer. - Support Manager in promoting and developing market presences, this will ultimately deliver the individual jobholders targets and support overall Centers targets.