Sales Support

RESPONSIBILITIES: 

Perform customer service-related tasks that are directed by Manager and aligned with service standards regarding the Healthcare or other Employee benefits (EB) insurance products, including but not limited to:

• Handle New/Renewal (design quotation, work with insurers, negotiate with market, provide solutions to sales, making comparison and proposal)
• Provide consultation to clients regarding benefits and/or claims.
• Handle client’s claims (Advise documents, negotiate with Insurer and TPA, follow up and support client to collect missing documents, communicate with medical facilities to clarify information, if necessary, etc.)
• Prepare presentation files and relevant documents for client meetings.
• Participate in meeting with clients upon requests.
• Build up and strengthen relationship with insurance partners.
• Coach and train junior staffs regularly.
• Handle internal reports, record revenue and collect brokerage.
• Prepare insurance handbook, claim guideline for clients.
• Provide seminar or workshops to clients.
• Handle correspondence, and coordinate with Manager to response to clients.
• Filing & documentation.
• Handle other customer service/sales administration tasks as assigned.

REQUIREMENTS: 

• Bachelor's degree or above in any fields.
• Experience in insurance for at least 03-5 year.
• English fluency.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint). 
• Hard working, careful & be an active learner.
• Good communication & time management skills.