Job Description

Thispositionwillberesponsiblefordeliveringofhighqualityclientservicestoanassignedclientportfolio, within FINEX lines, and promoting new sales to achieve the sales (new & renewal) targets

Responsibilities:

• Manage specific tasks supporting client service delivery and administration throughout the insurance issuanceand renewal cycle asperinstructionsand guidance ofFinexAM andhigher manager

• Providethehighestlevelofcustomerservicetoexistingandnewclientsasassignedandguided by senior Finex staff

• Be responsible for day-to-day client interaction, follow up to support the client relationship and ensure a smooth client journey during and beyond the insurance placement cycle, including but not limit to obtaining of quotations; explaining insurance terms/conditions; making quotations comparison and giving recommendation to clients when and where appropriate

• Understand client needs and tailor solutions to meet their requirements

• Maintain relationships with existing clients to ensure repeat business and referrals.

• Develop database of prospects through cold calling, networking, and market research. Develop database of prospects

• Proactively reach out to prospects and present financial line products/services effectively

• Collaborate with internal teams to ensure smooth onboarding and service delivery.

• Achieve and exceed yearly sales targets and retention rate of the existing portfolio

• Maintain accurate records of sales activities and client interactions in CRM systems.

• Follow up with the clients for premium collection

• EnsureallWTWGrouppolicyrequirements(legal,regulatory&compliance)aremet

• OthertasksassignedbytheCompany

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Requirements:

• University degree (Preferable on banking, insurance or laws)

• Computer Literate, MS-Word, Excel, Power Point.

• 3- 5 years of working experience, preferable banking/Finance or legal experience

• Ability to self-study and strong analysis skill

• Proactive, long-term commitment

• Client-oriented, innovative and critical sense

• Good communication and problem-solving skills

• Excellent presentation and negotiation skills

• Be able to work under high pressure

• Fluent in English & Vietnamese

Willis Towers Watson is an equal opportunity employer