Major Duties and Responsibilities
Account/Partner, Sales, Revenue Management and Reporting
- Regularly update market intelligence, understand the assigned portfolio, and come up with initiatives that increase sales productivities and revenue for both company and business partners.
- As a P&L owner; constantly monitor and analyze performance results of related points; top line numbers, sales production performance, solicitation cost, profit and loss, plan vs actual report, and portfolio mix to make sure bottom line meets company target. Recommend and/or implement appropriate changes.
- Research the current policyholder base and work with data analytic team to recommend segmenting the database, developing retention and conservation programs; launching campaigns.
- Develop action plans to ensure achievement of financial and strategic plans. This includes establishing annual launch schedules, including alternative launches, test launches relaunches, add-on and cross sell campaigns, etc. with recommend measurable profitable production objectives which can be achieved. It also includes submitting completed launch justifications on time.
- Provide guideline for improvement actions and accelerate/prioritize action needed for identified improvement solutions.
- Ensure DM team members and portfolio under supervision are monitored and expanded by identifying targeted list or other new campaigns.
- Understand reports and sources of data, and be able to give feedback.
- Team support for internal and external negotiations.
- Maintaining control over the Profit and Loss ratio.
- Implement a strategy that ensures timely billing collection through a comprehensive, end-to-end approach.
- This involves initiating the billing process, setting clear payment terms, actively following up with clients, and addressing any issues promptly.
- Effective control of your portfolio and billing process will help improve cash flow and financial stability.
Project Management
- Brief, negotiate and ensure all internal and external parties agree on concepts, responsibilities, procedures and timetables for each launch. External parties may include government regulators, sponsors, agencies letter shops and other vendors. Internal parties include Customer Service, Underwriting, Telemarketing, Direct Sales, Finance and Management in a country, regional and home office.
- Understand, able to communicate end-to-end process and manage assigned projects within timeline.
- Give guidance and make judgements for campaign implementation solutions.
- Make sure list management is as agreed with sponsors.
- Issue handling; such as business partners' specific requests and customer complaint.
- Any other duties as assigned.Skilled
- Computer skills with proficient in Microsoft Excel, Word, and PowerPoint.
- High level of interpersonal skills at multiple levels.
- Strong presentation and negotiation skills.
- People and Team skills with strong leadership.
- Logical thinking and able to challenge existing ideas and way of doing things.
- Able to work independently/under pressure and multi-tasking.
Experience
- At least 4 years experience in Key Account Management.
- Experience which indicates success in institutional selling in insurance field or Telemarketing or Bancassurance would be an advantage.
Qualification
- Bachelor or Master Degree in Business Management / Marketing or related fields.
- Efficient in verbal and written communications in native language and in English.
Skilled
- Computer skills with proficient in Microsoft Excel, Word, and PowerPoint.
- High level of interpersonal skills at multiple levels.
- Strong presentation and negotiation skills.
- People and Team skills with strong leadership.
- Logical thinking and able to challenge existing ideas and way of doing things.
- Able to work independently/under pressure and multi-tasking.
