Client Executive, FINEX

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

• 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

• 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