Senior Officer, Corporate Insurance Advisory (Techcom Insurance)

Carry out corporate insurance sales and manage the corporate customer pipeline as assigned; directly participate in consulting, quoting, and handling deals of medium complexity to ensure the achievement of individual revenue targets and customer quality.

1. Develop and manage corporate customers

• Proactively explore and manage the portfolio of corporate customers according to the assigned segment/area.
• Maintain relationships with existing customers, explore new sales opportunities, cross-sell, and renew contracts.
• Be responsible for individual revenue targets as assigned.

2. Consult and sell corporate insurance solutions

• Analyze customer needs and risks to provide suitable insurance solutions.
• Directly prepare quotation documents, coordinate with Underwriting for assessment and pricing.
• Participate in commercial and technical negotiations with corporate customers.
• Ensure sales documentation is complete and follows the correct process.

3. Manage pipeline & execute deals

• Manage personal sales pipeline, monitor the progress of each business opportunity.
• Proactively coordinate with Underwriting, Operations, and Claims to ensure deals are processed on schedule.
• Be responsible for conversion rates and deal processing times within the assigned scope.

4. Leverage referral sources from TCB

• Coordinate with RM/CIBG of TCB in receiving and handling referred customers.
• Comply with coordination mechanisms and SLA with the bank.
• Proactively improve lead handling quality and closing rates.

5. Reporting & skill development

• Prepare periodic reports on revenue, pipeline, and managed customers.
• Proactively enhance product knowledge, professional skills, and B2B sales techniques.
• Support and guide Officers when assigned (no direct management responsibilities).

6.Other tasks as assigned by the leadership team.

Manager, Corporate Insurance Advisory

Departments within the Distribution Channel and Corporate Insurance Solutions Business Unit and related departments outside the Unit

Partners, Customers, Payment Organizations…

Qualifications:

• Graduated from university or higher in the following majors: Finance – Banking, Insurance, Economics, Business Administration, or related fields.
• Preference for candidates with insurance or B2B sales certifications.
• Foreign language (English): As per the company's regulations.

Professional experience:

• 5 years of experience in insurance sales, finance, or B2B.
• Experience working with corporate clients.
• Understanding of the end-to-end corporate sales cycle.
• Ability to work independently and manage personal pipelines.