Insurance representatives advise on and sell life, accident, automobile, liability, endowment, fire, marine and other types of insurance to new and established clients.
Tasks include –
obtaining information about customers’ circumstances necessary to determine appropriate type of insurance and conditions;
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Sales Management
Mandarin Language Proficiency
Customer Relationship Management (CRM)
Business Development
Communication Skills
Negotiation Skills
Market Analysis
Telesales
Client Relationship Management
Business Management
Telemarketing
Handle full spectrum of accounting functions, including preparation of financial and management reports, budgeting, forecasting, financial analysis, as well as banking and taxation matters.
Oversee and support statutory audit activities to ensure timely and accurate completion.
Liaise with internal and external stakeholders, including auditors, tax agents, bankers, company secretaries, and legal advisors, to ensure compliance with statutory and regulatory requirements.
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Responsible for Accounts Payable transaction processing support (verify invoices and make sure use the proper GL account codes), ensure the daily operation's activities assigned are managed and delivered timely.
Responsible for monitoring the Accounts Payable cycle from invoice processing to payment and check reimbursement claims in order to ensure the timelines and quality meet the KPIs and targets.
Communicate with suppliers and internal management about the AP process ranging from invoicing to payment, including AP reconciliation.
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Customer Service
Policy Administration
Sales Support
Claims Processing
Data Entry
Communication Skills
Attention to Detail
Teamwork
Time Management
Problem Solving
Product Knowledge
· Review and approve marketing customer claims by validating that supporting documentation is appropriate, complete, accurate, and sufficient to substantiate the claim.
· Assess claims against established guidelines, policies, operational controls, audit requirements, and SOX control requirements.
· Apply sound professional judgment and skepticism when evaluating the reasonableness, business justification, and validity of claims and exceptions based on available facts and supporting evidence.
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