- Generate new business by actively contacting prospects, scheduling appointments, making sales presentations and closing new Employee Benefit accounts and maintaining existing business
- Develop prospecting strategies to increase opportunities for new business.
- Build and maintain account existing database, include client relationships and provide oversight to account activity.
- Look for opportunities to grow business from existing clients by offering other products of EB
- Manage renewal process with existing clients and ensure all internal procedures are compiled during the renewal process.
- Provide insurance consultancy services to the client and add value to clients
- Collaborate with employee benefits team (claim, placement, finance, etc) in targeted accounts, ultimately accountable for success.
- Build value client oriented, manage client complaints, solve every problem may arise, do discussion with internal & external team
- Help to monitoring after sales / servicing to all accounts internal & external
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