Account Manager Job in 市場推廣及公共關係 in 所有澳門特別行政區地區 - Job Description
職位內容

 

  • 公司名稱: Lockton Companies (Hong Kong) Limited (Macau Branch)


  • Account Manager

    Key Tasks and Responsibilities

    - Ensure associates in the team possess appropriate levels of professional knowledge and experience in the type of services which he or she provides to clients.
    - To provide professional insurance advice and day to day service to support retention and development of the business.
    - Identify the risk exposures and advise on insurance and risk management solutions in consultation with direct report.
    - Effective and timely management of all renewals to ensure completion by the due date.
    - Provision of support to management and other client service team members in the overall servicing of the client’s insurance programme.
    - Obtain quotations both for new and renewal business as required.
    - Preparation of market and client documentation.
    - Process accounting entries in accordance with Lockton standards.
    - Check policy documentation for accuracy prior to issue to the client.

    Qualification and Experience

    - Tertiary education with minimum 5 years of work experience in general insurances in a broker firm or an insurance company. (with less than 5 years may be considered as Account Executive).
    - Passed the relevant exams.
    - Need to comply with the requirements of Continuing Professional Development Program.
    - A good understanding of the general principles of insurance.
    - Experience in dealing with clients, especially on a “face to face” basis to conduct meetings, seminars and/or briefings.
    - Experience in preparing a broking presentation that accurately reflecting the cover required and meets the clients’ demands and needs.
    - Able to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates.
    - Proficiency in spoken and written English is essential (knowledge of mandarin will be an advantage).

    please send your resume with expected salary to hr.regional@asia.lockton.com

Account Manager

Key Tasks and Responsibilities

  1. Ensure associates in the team possess appropriate levels of professional knowledge and experience in the type of services which he or she provides to clients.
  2. To provide professional insurance advice and day to day service to support retention and development of the business.
  3. Identify the risk exposures and advise on insurance and risk management solutions in consultation with direct report.
  4. Effective and timely management of all renewals to ensure completion by the due date.
  5. Provision of support to management and other client service team members in the overall servicing of the client’s insurance programme.
  6. Obtain quotations both for new and renewal business as required.
  7. Preparation of market and client documentation.
  8. Process accounting entries in accordance with Lockton standards.
  9. Check policy documentation for accuracy prior to issue to the client.
 
Qualification and Experience

  1. Tertiary education with minimum 5 years of work experience in general insurances in a broker firm or an insurance company. (with less than 5 years may be considered as Account Executive).
  2. Passed the relevant exams.
  3. Need to comply with the requirements of Continuing Professional Development Program.
  4. A good understanding of the general principles of insurance.
  5. Experience in dealing with clients, especially on a “face to face” basis to conduct meetings, seminars and/or briefings.
  6. Experience in preparing a broking presentation that accurately reflecting the cover required and meets the clients’ demands and needs.
  7. Able to communicate effectively and professionally both verbally and in writing with clients, insurers and other associates.
  8. Proficiency in spoken and written English is essential (knowledge of mandarin will be an advantage).
  9. Good computer skills including MS Word, Excel and PowerPoint (Chinese wording processing will be an advantage).

Visit us on www.lockton.com and www.global.lockton.com

we offer competitive salary and benefits package with great opportunity for career development to the successful candidate. Please send your detailed resume and expected salary to our Human Resources Department by e-mail hr.regional@lockton.com
 

  • 職位要求

  • 中級管理層 
  • 所有澳門特別行政區地區, 澳門特別行政區 
  • 高等專科文憑 
  • 銀行及金融服務業 
  • 市場推廣及公共關係 (市場推廣) 
    客戶服務 (客戶服務) 
    銀行及保險 (保險) 
  • 12/08/2022 

 

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