This position will be in charge of customer services delivery to assigned clients and contribute to the achievement of renewal target of the team and efficiently promoting cross-selling and/or up-selling to achieve targets
The Role
• Provide the highest level of customer service to assigned clients, including local and high-end medical plan and strickly follow Broker Manual.
• Be responsible for day-to-day client interaction and follow up to support the client relationship and ensure a smooth client journey including but not limit to:
o Placement cycle: designing/obtaining of quotations, explaining insurance terms/conditions, making quotations comparison and giving recommendation to clients
o Contract management: preparing communication documents and deliver presentation for client, manage adjustments and prepare preriodically claim report during the insured year
o Claim support: Providing guidance and assistance for individual clients (insured person) for insurance coverage and claims preparation, submission and resolution; escalating claim disputes to manager for guidance and support
o Operation support: support Account Manager in tasks related to system
• Work closely with Team Leader to resolve issues specific to the area of focus and identify opportunities for increasing the value of the service to the client(s)
• Promote the cross-selling and/or up-selling with every renewal client
• Support Account Manager/ Team leader in preparation for bids and tenders
• Actively participate in projects of WTW
• Other tasks assigned by the Company
The Requirements
• Bachelor’s degree, preferably in Insurance
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Minimum 2 years of experience in the non-life insurance industry or in customer service roles in hospitals/healthcare companies
• Strong customer service mindset with excellent relationship management skills
• High level of integrity, ownership, and accountability
• Proactive and detail-oriented with good problem-solving and critical thinking skills
• Excellent communication, presentation, and negotiation skills
• Able to work effectively under pressure and manage multiple priorities
• Fluent in English (both written and spoken)
An equal employer