Client Executive, Corporate Risk & Broking

Business Development

• Identify and acquire new clients to achieve individual sales targets.
• Conduct outbound telesales and cold calls to engage potential customers.
• Build and maintain a pipeline of prospects through proactive outreach and regular follow-ups.

Sales & Broking Support

• Assist sales and broking managers in processing insurance sales and broking activities.
• Negotiate renewal terms and mid-term policy adjustments for assigned accounts.
• Coordinate with internal departments (Claims, Accounting, Operations) to ensure seamless client servicing.

Client Consultation & Service

• Handle client inquiries and provide basic consultation on insurance products and risk management solutions.
• Advise clients on risk exposures, coverage options, and contract-related issues to ensure high-quality service and effective resolution of client needs.

Compliance & Record Management

• Maintain accurate records of sales activities and client interactions.
• Ensure adherence to internal procedures related to sales and client management.

Other Responsibilities

• Perform other tasks as assigned by Line Manager

• Open to candidates with up to 2 years of experience.
• Background knowledge in insurance, market dynamics, and products is preferred.
• Results-driven, client-focused, and innovative mindset.
• Hardworking, proactive, and adaptable in business approach.
• Proficient in Microsoft Office (Word, Excel, PowerPoint); capable of preparing reports, analyzing data, and creating presentation slides.
• Fluent in both English and Vietnamese.
• Proficiency in Japanese or Chinese is a plus.