Client Executive, FINEX

Vietnam. Hoàn Kiếm, Hanoi, Vietnam

Client Executive, FINEX

  • 202602357
  • Hoàn Kiếm, Hanoi, Vietnam
  • Vietnam
  • Full time
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Description

This position will be responsible for delivering of high quality client services to an assigned client portfolio, 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 issuance and renewal cycle as per instructions and guidance of Finex AM and higher manager

  • Provide the highest level of customer service to existing and new clients as assigned and guided 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

  • Ensure all WTW Group policy requirements (legal, regulatory & compliance) are met

  • Other tasks assigned by the Company

 

Qualifications

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

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Unsolicited Contact

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.

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