Insurance Specialist
บริษัท ธนาคารยูโอบี จำกัด (มหาชน) (UOB)การเงิน/การธนาคาร/หลักทรัพย์
16/11/2024
งานประจำ
3 - 5 ปี
กรุงเทพและปริมณฑล
ปริญญาตรีหรือสูงกว่า
สามารถเจรจาต่อรองได้ + Commission
Job Description
• The insurance specialist is the subject matter expert for insurance products and partner with relationship managers for insurance product offering to existing Citibank customers.
• A strong customer focus orientation to be able to attend to customer concerns through coordination with relevant internal stakeholders as well as insurance provider/s
• Responsible for growing portfolio and establish a good relationship with customers and branch/hub; achieving target revenue for hub and personal target.
• Support the sales team to sell products to the existing base through portfolio analysis of existing insurance and investment holdings, needs analysis, and customer risk profile. Work with relationship manager to conduct financial needs analysis as well as have meaningful insurance / protection discussions with clients
• Ensuring the customer engagement by organizing meets and speaking about insurance offering to build awareness in those meets.
• The insurance specialist must have his/her own sales activities which may include prospecting and calling leads coming from customer campaigns or lead referrals
• Ensure the monthly attainment of his/her insurance goals
• Joint sales drills with relationship managers to facilitate customers buy the right insurance product.
• End to end processing of insurance applications and processing of client aftersales concerns
• Be extremely vigilant for potential sales complaints, free look cancellations, surrender ratios, lapse rates and sales complaints.
• Appropriately assess risk when business decisions are made, Ensure compliance with internal policies and laws/regulations.
Job Requirement
• Bachelor degree in any field
• At least 3 year-experience in selling and marketing, Insurance product
• Good knowledge in Insurance product
• Credit analysis
• Selling technique
• Negotiation skill
• Marketing activities
• Good written and oral communication in Thai
• Good interpersonal skill
หมายเหตุ ธนาคารมีความจำเป็นจะต้องดำเนินตรวจสอบและเก็บข้อมูลประวัติอาชญากรรมของผู้สมัครในตำแหน่งงานนี้เพื่อตรวจสอบคุณสมบัติหรือลักษณะต้องห้ามตามนโยบายของธนาคาร
Remark: The Bank requires the checking and collection of criminal records for candidates of this position in order to verify qualifications and/or disqualifications for the job position in accordance with the Bank’s policy.
- Life insurance
- การฝึกอบรมและพัฒนาพนักงาน
- ทำงานสัปดาห์ละ 5 วัน
- ประกันชีวิต
- ประกันสังคม
- ประกันสุขภาพ
- โบนัสตามผลงาน/ผลประกอบการ
รีวิวบริษัทที่บอก ‘ชีวิตดี งานดี เงินดี สังคมดี’
บริษัท ธนาคารยูโอบี จำกัด (มหาชน) (UOB)United Overseas Bank (Thai) Public Company Limited is a member of the United Overseas Bank Group, which aims to be a premier bank in the Asia – Pacific Region. With over 150 branches across Thailand, and supported by UOB Group’s extensive network of over 500 offices in 18 countries and territories, the Bank is well-positioned to play a significant role in the continued growth of the Thai economy and the banking & financial industry. We are seeking committed, energetic individuals who believe in being rewarded for performance, who want to grow in their careers, while at the same time, contribute to UOB’s exciting growth in
ที่อยู่191 Good Wood Building, Fl 4th South Sathorn Rd., Sathorn, Bangkok 10120
ชื่อผู้ติดต่อTalent Acquisition
โทรศัพท์0-2343-4242,02-343-4291,02 343 4237 Fax 0-2343-4261
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