Senior Officer, Corporate Insurance Advisory (Techcom Insurance - Khu Vực Hải Phòng)

Job Purpose

Carry out corporate insurance sales and manage the corporate customer pipeline as assigned; directly participate in consulting, quoting, and handling deals of medium complexity to ensure the achievement of individual revenue targets and customer quality.

Key Accountabilities

1. Develop and manage corporate customers

- Proactively explore and manage the portfolio of corporate customers according to the assigned segment/area.

- Maintain relationships with existing customers, explore new sales opportunities, cross-sell, and renew contracts.

- Be responsible for individual revenue targets as assigned.

2. Consult and sell corporate insurance solutions

- Analyze customer needs and risks to provide suitable insurance solutions.

- Directly prepare quotation documents, coordinate with Underwriting for assessment and pricing.

- Participate in commercial and technical negotiations with corporate customers.

- Ensure sales documentation is complete and follows the correct process.

3. Manage pipeline & execute deals

- Manage personal sales pipeline, monitor the progress of each business opportunity.

- Proactively coordinate with Underwriting, Operations, and Claims to ensure deals are processed on schedule.

- Be responsible for conversion rates and deal processing times within the assigned scope.

4. Leverage referral sources from TCB

- Coordinate with RM/CIBG of TCB in receiving and handling referred customers.

- Comply with coordination mechanisms and SLA with the bank.

- Proactively improve lead handling quality and closing rates.

5. Reporting & skill development

- Prepare periodic reports on revenue, pipeline, and managed customers.

- Proactively enhance product knowledge, professional skills, and B2B sales techniques.

- Support and guide Officers when assigned (no direct management responsibilities).

6. Other tasks as assigned by the leadership team.

Yêu cầu công việc

Qualifications:

- Graduated from university or higher in the following majors: Finance – Banking, Insurance, Economics, Business Administration, or related fields.

- Preference for candidates with insurance or B2B sales certifications.

- Foreign language (English): As per the company's regulations.

Professional experience:

- 5 years of experience in insurance sales, finance, or B2B.

- Experience working with corporate clients.

- Understanding of the end-to-end corporate sales cycle.

- Ability to work independently and manage personal pipelines.

Quyền lợi

• Thưởng: 13th month salary, performance bonus
• Chăm sóc sức khoẻ: Social insurance, health care insurance, loan, etc….