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Account Manager

Location: Hong Kong, Hong Kong

Company: Mercer

Job ID R_058126-en
  • Maintain and secure a designated portfolio of corporate clients policies renewal.
  • Explore upselling opportunities on existing portfolio of clients.
  • Conduct benefit review on scope of cover, policy terms and conditions, claim performance analysis in form of written reports through regular meetings and presentations to corporate clients.
  • Check insurance quotation slips, placing instruction, cover note document prepared by account executives and KLSSC.
  • Negotiate with underwriters to obtain best offers, support on corporate clients on renewal.
  • Communicate with insurance companies for problematic claims and provide advices to corporate clients.
  • Check policy schedule(s) and endorsement(s), policy document(s), premium invoice(s) prepared by insurance companies.
  • Check member's communication materials prepared by insurance companies.  Conduct member's briefing sessions for corporate clients.

Experience: 3 to 5 years experience to similar position

Education: University Graduate will be preferable

Knowledge and Skills: Employee Benefit Broking and Advice on group medical, term life, accident, disability income protection and critical illness benefits

Other Skills: MS Word, Excel and Powerpoint

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