M/S T S Enterprise
M/S T S Enterprise
M/S T S Enterprise
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Summary
- Vacancy: 6
- Age: 25 to 40 years
- Location: Anywhere in Bangladesh
- Salary: Tk. 35000 – 50000 (Monthly)
- Experience: 3 to 5 years
- Published: 27 Aug 2024
Requirements
Education
- Bachelor of Business Administration (BBA) in Finance & Banking, Master of Business Administration (MBA) in Banking
Experience
- 3 to 5 years
- The applicants should have experience in the following business area(s):
Investment/Merchant Banking, Trading or Export/Import, Financial Consultants - Freshers are also encouraged to apply.
Additional Requirements
- Age 25 to 40 years
Responsibilities & Context
- Provides technical support to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
- Schedules appointments with clients as requested by Sales Executive/Account Executive(s).
- Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
- Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Determines if direct or agency billing is appropriate and invoices accordingly.
- Prepares summaries of insurance, schedules and proposals for word processing as needed.
- Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary.
- Manage a portfolio of commercial accounts, ensuring high levels of customer satisfaction.
- Analyze customer data to identify areas for improvement and develop strategies to address them.
- Proactively communicate with customers, building strong and lasting relationships.
- Collaborate with internal teams, including sales, product development and customer service to ensure all customer needs are met.
- Develop new business opportunities by identifying potential clients and developing relationships to increase revenue.
- Develop and maintain accurate account records and reports, using company CRM software.
Skills & Expertise
Accounting and Finance
Capital Market/ Investment Banking
General Banking
Workplace
Work at office
Employment Status
Full Time
Job Location
Anywhere in Bangladesh