Track and report sales and marketing performance by developing dashboard, monitor trend, provide reports to facilitate business development to drive sales and improvement.
Keep management informed by preparing operational reports and sale figure appropriately.
Conduct after sales services support that include attend to agents and customers’ enquiries, forms management, schemes setup and managing partner’s invoices, commission and operational related matters.
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Manage the entire life cycle of policy processing within the channel including lead generation, application submission, underwriting, policy issuance and premium collection.
Oversee the implementation and maintenance of operational systems and tools to streamline processes and enhance efficiency.
Analyse key performance metrics such as sales volume, conversion rates, customer retention and agent productivity to identify areas for improvement.
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Drive new business acquisitions and renewal retention while supporting the recruitment of new agents to promote and distribute Employee Benefits (EB) products.
Provide administrative and operational support for day-to-day servicing of existing EB agents and clients.
Conduct regular engagement sessions, meetings, and training programs to enhance agents’ product knowledge and sales capabilities.
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