Consultant
Job Title: Consultant
Department/Group: New Sales Department
Location: Beijing Office
Job category: New Sales
Position type: Full time
Overview
- Location: Beijing
- Industry: Business Services - Other
- Employer: Pacific Prime
Job Description
Job Description
Role and Responsibilities
1. To represent customers’ interests, provide unbiased advice and distinctive unparalleled customer service
2. Promoting and selling insurance plans to prospective customers.
3. Contacting and securing new business accounts/customers
Essential Job Functions
1. Contact prospect clients who have enquired for medical insurance through our websites
2. Discuss (through the phone or/and in person) with potential customers their requirements for medical insurance (budget, pre-existing conditions, level of cover, geographical area of cover, etc.)
3. Develop clear and effective written proposals/quotations for prospective customers
4. Efficient use of the Company CRM system
5. Expedite the resolution of customer problem and complaints
6. Assist prospect customers throughout the sale process and during the first year of the policy with queries, administration, paperwork
7. Coordinate with the administration team for the processing of applications and paperwork from when the application is received up until completion of payment
8. Coordinate with the claims/client services/renewals team when needed
9. Identify advantages and compares insurance companies’ products/services
10. Supply management with oral and written reports on customer needs, problems, interests if needed
Reporting
Reporting directly to the Sales Director/Team Leader