Sr. Specialist - AAGI Sales & Marketing - Chiang Mai Branch

Allianz Insurance•Ottawa, ON

8d•Onsite

About The Position

Responsible for expanding new customers including performing marketing activities based on a defined plan. This role involves recruiting and selecting potential agents, educating them on meeting customer needs and the insurance business, and promoting the use of underwriting department resources. The specialist will communicate new products and sales tools, monitor agent activities and strategies, and provide support for generating new business opportunities. Additionally, the role requires monitoring agent performance and financial status, collaborating with the Underwriting team and Sale Support Unit, developing business plans with branch management approval, and monitoring branch profitability, productivity, and development.

Requirements

Bachelor’s degree or higher in any field
Experience in Sales & Marketing with Insurance knowledge

Nice To Haves

Any AI-future skills e.g., ChatGPT, or CoPilot 365, will be an advantage

Responsibilities

Recruit and select potential agents to plan and search for high-potential prospective Broker/Agents, and conduct structured interviews.
Educate Broker/Agents to meet customers' needs and foster the right attitude in the insurance business.
Educate and promote the use of the Underwriting Department, including market analysts or underwriting, to help agents manage a profitable book of business.
Communicate with Broker/agents about new products and support the use of appropriate sales tools and promotion materials.
Monitor Broker/agents' regular activities through activity management, and assist Broker/Agents in developing activity strategies to respond to customer service requirements involving claim inquiries and service requests.
Provide necessary support for Broker/agents in generating new business opportunities.
Monitor performance and financial status of Broker/agents.
Work closely with the Underwriting team and Sale Support Unit to enhance new business opportunities.
Develop business plans with the approval of the branch manager and BU Head, meet or exceed goals, and implement all strategies.
Monitor branch profitability, productivity, and development.