The clients’ Relations Specialist is responsible for handling a portfolio of clients and managing all their aspects to make sure that they are receiving the best service possible

Onboarding the new accounts, and reviewing their contract and invoices

Creating the account checklist and implementing it

Held an awareness session to activate the client on Beyond services

Building strong relationships with the clients and surveying their satisfaction

Following up on the payments

Handling the client’s day-to-day requests and inquiries

Monitor the consumption and loss ratios, and take actions accordingly

Handling the renewal process

The  Senior Business Development Specialist is responsible for directly selling all insurance lines to corporate accounts, as well as small and medium enterprises & individuals

You are required to participate in achieving the company’s objective by achieving your given target of insured lives per year

In order to achieve your target, you must visit at least two new prospects every day

Your main key to success in lining up new prospects to visit is your ability to identify potential clients by using different databases and directories

To maintain the pace of your daily visits, you must constantly seek new ideas and methods to keep your own prospect database fresh and full

Generate customer prospects and referrals from every visit

Sell products using ‘face-to-face’ selling techniques

Ensure the delivery of all necessary documents

Prospecting potential individuals and corporate accounts using different databases and directories

Telephoning prospective customers and setting appointments for visits

Participating in any organized events for promoting private medical insurance plans

Filling in daily reports and submitting them to the line manager as required