Assistant Manager - Business Development (Retail Services / General Insurance)

Job Summary

• The Key / Growth Account Squad within the Retail Services of General Insurance aims to focus on driving sustained growth with key partners and ambitious expansion with select growth partners across various business channels
• These channels include local brokers and agencies, individual agents, financial institutions, digital partnerships, and affinities
• As a Key Player of Key / Growth Account Squad, who acts as the primary handler for new and renewal business for these Key/Growth accounts, the candidate is expected not only to enhance and maintain assigned business portfolios by fostering strong, worked alongside Relationship Managers of Distribution Team, but also to enhance the conversion ratio by performing business activities such as follow up and market facing duties and to maintain good & connected relationship with all business Intermediaries
• Support Managers in delivering excellent services in sales operations, encompassing tasks such as preparing business quotations, managing policy services and operations, including the issuance of certificate and policy documents

Job Accountabilities

• Manage key stakeholders' expectations by collaborating with the relationship managers to establish enduring and robust long-term relationships with key/growth accounts; provide business quotations/proposals in accordance with prevailing market trends and the company's profitability
• Act as a key player in key / growth account squad mainly responsible for writing New Business and Renewal Business of retail business for assigned key/growth accounts
• In partnership with the Relationship Managers to create, develop and manage relationships with key / growth accounts and to influence them to do business with the organization
• Evaluate business opportunities to optimize profitable sales and retention and to achieve business targets
• Work in conjunction with the organization's distribution team to explore new business and secure existing business; coordinate all tenders and identify cross-sell opportunities
• Maintain and renew a deep knowledge and understanding of the company’s risk and compliance policies relevant to own area of work, highlight discrepancies and escalate or resolve as appropriate
• Provide exceptional pre- and post-sales services to key/growth accounts, including prompt resolution to interpret policy terms and conditions, handling general inquiries and complaints, and proactive support for sales and operational activities by offering dedicated services to policyholders include but not limited to certificate and policy related document processing
• Collaborate with the underwriting team on renewal terms and quotations, providing expertise and business solutions to business partners regarding local market dynamics and general insurance risk assessment
• Stay updated on market changes related to compliance policies and understand the company's risk to ensure that distribution operations align with regulatory requirements
• Collaborate with and actively support the operations team to enhance sales operations and maximize operational efficiency

Job Qualifications

• Degree holder or Diploma in Insurance Studies, preferably with over 6 years of working experience in the insurance industry
• Familiarity with a wide range of General Insurance products, preferably in Retail insurance products
• Possession of an Insurance Professional Qualification is an added advantage
• Good customer handling, communication, and interpersonal skills
• Self-motivated, independent, polite, and capable of working under pressure with a high standard of accuracy
• Proficiency in Microsoft Office software (e.g., Excel, Word, PowerPoint)
• Good communication skills and proficiency in spoken and written English & Chinese
• Candidates with different levels of experience will be considered for other positions

Why Zurich

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right? 

We are an equal opportunity employer who knows that each employee is unique - that’s what makes our team so great! 
Join us as we constantly explore new ways to protect our customers and the planet.
 

• Location(s):  HK - Hong Kong