Manage and maintain relationships with existing corporate clients. Find and develop new business opportunities. Promote additional insurance products to existing clients (cross-sell/up-sell). Enter and update policy data for Motor, IAR, Travel, Health, and PA insurance. Submit underwriting approval requests for new business cases. Follow up on policy issuance and underwriting requirements. Collect premiums and follow up on outstanding payments. Deliver policy documents and renewal certificates to clients. Ensure accurate documentation and record-keeping.
Research and source potential clients and build long-term relationships with them. Persuade prospective clients to engage in a phone conversation and/or meeting to discuss insurance products. Advise clients on the insurance policies that best suit their needs. Deliver approved policies to new clients and explain benefits and risks of the policy. Contact potential clients and create rapport by networking, cold calling, using referrals etc. Check insurance claims to solidify trust and safeguard reputation. Hit Monthly targets and fulfilling AYA SOMPO established policy obligations. Perform other relevant tasks assigned by Unit leader/Manager.
Recruit, train, and develop new agency leaders and agents to expand the distribution network. Monitor agency sales performance and provide ongoing coaching to improve productivity. Ensure agency leaders and agents achieve their individual and team business targets. Maintain strong relationships with agency force, providing support and guidance to sustain long-term growth. Ensure compliance with company policies, procedures, and insurance regulatory requirements. Prepare regular reports on sales performance, recruitment progress, and agency activities. Collaborate with internal departments (Training, Operations, Marketing, etc.) to support agency needs.
Process policy issuance, renewal, endorsement, and cancellation. Verify customer information and required documents. Enter and update policy data accurately in the system. Prepare and distribute policy documents and certificates. Maintain proper filing and record keeping. Coordinate with Underwriting, Claims, Finance, and Sales teams. Follow up on pending documents and transactions. Ensure compliance with company procedures and regulations. Assist with operational reports and administrative tasks.