POST ACCOUNT MANAGER ( BUSINESS DEVELOPMENT)

Account Manager - Employee Benefits

Responsibilities:

• Sales and Renewals of Insurance products
• Support Sales and Business Developments including finalizing placement of insurance products
• Conduct Needs Analysis and provide recommendations to clients
• Manage and develop client base as well as cross-selling
• Respect compliance principles and internal guidelines
• Explain features, advantages and disadvantages of various policies
• Negotiate renewal terms with insurers when required
• Assist with queries and claims from clients
• Prepare reports and renewal materials (RFP’s)
• Conduct presentations to company staff
• Other ad-hoc duties and tasks as given by Management

Requirements:

• Diploma in any relevant discipline with prior experience in insurance industry is a must
• BCCITB certification is preferred but not mandatory.
• Experience in employee benefits (Medical, Flex, or Property & Casualty) is a plus
• Excellent interpersonal and communication skills
• Good analytical mind with strong business acumen
• Strong negotiation and organizational skills
• Service-driven with a strong a passion for excellence
• Able to work independent as well as good team player

Business Development Executive – Employee Benefits

Responsibilities:

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

Requirements

• Diploma or Degree in any discipline
• BCCITB certification is preferred but not mandatory
• Minimum 2 years of relevant experience in Sales within the insurance industry
• Excellent interpersonal and communication skills
• Excellent analytical skills and attention to detail
• Strong sense of commitment to deliver, responsible and proactive
• Able to work independent as well as good team player