Under the direction of the Team Leader, the AVP has the responsibility of servicing a portfolio of clients and new prospects.
The AVP will be responsible in all client / prospect facing activities in an efficient and professional manner, independently.
The following are some of the job scope expected : 1.Review client files regularly, analyze and identify scope of cover required and check adequacy of existing cover2.
Ensure all documentation is appropriately filed3.Ensure that all quotations, insurance summaries and billings are correct and complete before releasing to insurer and clients / prospects4.
Respond to non-routine and complex enquiries5.Follow-up with insurers on policy documents, check policy to ensure it matches with the coverage confirmed to client, notify insurer of any discrepancies and follow-
up on their amendment6.Ensure full compliance with company’s internal policies and procedures as well as the local insurance regulatory requirements at all times7.
Make clients aware of the premium warranty due date and cash-before-cover regulations and closely follow-up with clients on premium collections8.
Ensure that the Team Leader is kept informed of all pertinent issues or problems. In the absence of the Team Leader, to assist to guide and coach other subordinates in their tasks9.
Monitor, guide and counsel all support personnel including on the job training to upgrade their knowledge and skills10.Ensure optimum cover is provided to clients at best possible rate from insurers11.
Lead and monitor day to day operations and ensure client’s insurance requirements and needs are handled efficiently and competently12.
Delegate work to subordinates and supervise assigned tasks13.Ensure prompt preparation and submission of all required monthly reports / updates to Team Leader or Head of Department14.
Actively involved in non-routine and complex claims and coordinate / work closely with Claims Department to settle claims efficiently and satisfactorily for client15.
Responsible for client retention and organic growth16.Develop new business (as well as cross-selling) from existing and potential clients
Job number : HRF#5
Location : Kuala Lumpur Malaysia
30 Oct 2018