About this role
To assist in developing General Insurance through Business Banking partner and Direct Bank clients.
- Relationship Management
- Assist in developing business plan with the Bank - Maintain excellent rapport with the Bank and direct clients at various levels - Effective management of Business Units and clients assigned with the objective of optimizing business opportunities and securing long term partnership with them
- Strategic Marketing
- Assist in planning and developing marketing campaigns and strategies with the Bank to ensure various key performance indicators are met
- Assist in planning of campaigns, including timelines for sequence launch of Acquisition (Cross sell) and Customer Management (Up-sell) campaigns based on Product Sequencing and bank's Customer Life Cycle
- Campaign Management
- Support all internal stakeholders to ensure smooth and timely implementation of marketing campaigns and achieve sales targets through effective acquisition, customer management and conservation activities with control budget
- Work with internal and external stakeholders to obtain all necessary clearance and approvals
- Involve in special projects and any duties as assigned
- Underwriting
- Assist to achieve profitable portfolio with desired loss ratio
- Underwrite general insurance commercial line products
- Provide quotation for new business within authorised underwriting limits
- Involve in special projects and any duties as assigned
- Minimum Diploma holder preferable with professional insurance qualification
- 1 to 3 years of relevant working experience
- Proficient in MS Office
- Good interpersonal and communication skills
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