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Sales Administration

Beijing | Posted: 20 november 2019, number: 14043

Sales Administration

Pacific Prime 20 november 2019 178
  • Employment: Full-time 


Roles and Responsibilities:

  • Communicating and coordinating with Customers (Individual and Family policies), Insurance companies, Sales team.
  • Processing application forms and Organizing follow ups with insurance companies, customer, sales team efficiently and pro-actively.
  • Keeping a clean and organized Database (YS) and Medical Admin page.
  • Providing excellent customer service to clients and support to our Sales team particularly through very fast response time.
  • Solving problems related to payments of policies, delays in processing application forms, and any problems related to the administration
  • of Individual Medical Insurance policies.
  • Assisting head of sales support training junior team member and helping them to solving problems on a daily basis.

Essential Job Functions:

  • Processing of Insurance Application forms, endorsements, cancellations (during the first year of validity of the policy).
  • oUpdating and monitoring of Pacific Prime database (YS) and Medical Admin page on a daily basis.
  •  Maintenance of organized emails, email folders, outlook folders, and clean inbox at all times.
  •  Answering to simple customer’s questions related to payments, administration of the policy.
  •  Keeping the customers updated about the status of the application (requesting for further medical information, confirm if policy is paid,
  • give updates about the policy packs, etc.).
  •  To fully support the sales team for the entire administration involved in the set up of the insurance policy.
  •  To provide to the insurance companies all the details and paperwork needed in order to set up the medical insurance policy.
  •  Scanning and saving documents accurately in the client folders.
  •  Ensure that client folders are organized and in order.

Skills you possess:

  • Autonomous, proactive, enthusiastic and caring
  • Flexible, creative, and able to adapt to new market trends
  • Strong communication, negotiation, and interpersonal skills
  • Results oriented
  • Good customer relationship management
  • Organizational and time management skills
  • Excellent verbal and written English skills (additional languages are a plus)
  • Proficient in Microsoft Office and willingness to learn new applications
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Pacific Prime
Pacific Prime is an insurance advisor that offers local insurance solutions and a wide range of heal...
th plans and cover for individuals and families. We provide free quotations along with expert independent advice for clients in person, over the phone and on the internet. We represent our clients' interests and offer unbiased and helpful advice so you can find the best insurance solutions.
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