This job is to prepare Partnership sale procedure for new potential partner (inbound and outbound) and maintaining existing partners.

To provide the specialist support during screening, evaluating and sale planning process with Partnership Business Development Team.

To conduct performance management, controlling tasks for data entry, checking customer data in core system and collaboration with other department

Prepare and supervise the reporting procedure and provide the necessary support.

Main Responsibilities

• Supervising and guiding the sales team as well as providing incentives to motivate staff to achieve sales targets.
• Monitoring the performance of the sales team.
• Data entry for sale record in core system and collaboration with other departments in timely manner.
• Calculation of Premium and Net Premium according to the related product
• Data checking and payment process for the customer in accordance with company SOP and in time.
• Performance management, control, evaluate actions, effectively manage in the pursuit of strategic goals
• To implement the Partnership Sale Plans instruction and Workflow procedures
• To Facilitate Internal Operation workflow process and necessary requirement for among the Internal Team/ Department
• Preparing the target reports and provide the necessary supportive idea
• Direct supervision on the scheduled tasks, check the quality of output, compliance with instruction and procedure.
• Maintain the optimal level of income with Business Partnership Development Team.
• Report the progress of monthly/quarterly initiatives to stakeholders

Other Responsibilities

• Maintain records and files of all documents/ checklists and ensure all relevant documents are updated in timely manner
• Coordinate and co-operate with the stakeholders to ensure smooth operation of the workflow
• Ensure to follow proper procedure for Internal Audit Charter
• Provide Process Flow Training for the new entries

Experiences

• At least 3 years of experience in the insurance field with the relevance experience in the sales channel or other Desk sale experience in sale and marketing.
• Insurance Knowledge is preferable.

Competencies

• Deep understanding of teamwork and collaboration management
• Deep understanding of quantitative and qualitative performance evaluation criteria
• Experience in managing sale team
• Sales management process and performance
• Facilitate presentation and negotiation skills
• Team development

Qualifications

• Prefer Business Related- Master’s Degree, Postgraduate Diploma, Bachelor’s degree
• Acceptable any University- Master’s Degree, Postgraduate Diploma, Bachelor’s Degree with the relevance experience