Deputy Sales & Marketing Director

Job Description

ACG_2951_JOB

Our client is a leading financial services company who is looking for a qualified candidate to join their firm.

Human Resources Oversight – MKT1 Department (10%)

Delegate tasks and monitor progress to ensure timely completion.

Provide hands-on coaching and training to enhance team performance.

Manage annual performance reviews, including goal setting and evaluations.

Assess probationary periods and recommend contract renewals.

Recommend promotions, transfers, or role changes based on employee potential, skills, and departmental needs.

Collaborate with GAHR on recruitment activities such as candidate sourcing, screening, and participating in initial interviews.

Maintain and revise job descriptions as needed.

Strategic & Business Planning (5%)

Support the creation of annual, short-term, and long-term departmental budget plans aligned with company objectives.

Develop operational plans based on corporate strategies, ensuring alignment and execution.

Set individual KPIs and targets based on departmental goals.

Monitor plan execution and make adjustments as required.

Prepare relevant business data, reports, and dashboards for management.

New Business Development / Prospecting (5%)

Expand the sales and marketing network through new channels, agents, and partnerships.

Build and maintain strong relationships with brokers and agents.

Launch and execute new sales / marketing initiatives and business projects.

Approach prospective clients to introduce products and services.

Engage existing customers for cross-selling opportunities.

Client Servicing – New & Renewal Business (50%)

Provide product information to potential clients.

Prepare and manage monthly renewal schedules, following up with assigned clients to secure renewals.

Update client details for underwriting purposes and arrange risk surveys if required.

Draft quotations for new, renewal, or cross-sale opportunities in line with internal guidelines.

Verify underwriting authority and obtain approvals from relevant parties.

Generate official quotations through the CPC system and present proposals to clients.

Forward confirmed quotations to the PA Department for contract issuance and necessary documentation.

Deliver contracts and supporting documents to clients, ensuring signed copies are returned for records.

Premium Collection & Debt Management (15%)

Remind clients of premium due dates and follow up to ensure timely payment.

Review premium payment and unclear payment lists from the Accounting Department.

Reconcile payments with clients and send confirmed details back to Accounting for clearance.

Escalate overdue accounts promptly for policy cancellation or debt write-off as per company policy.

Customer Service & Retention (10%)

Maintain and regularly update the database of assigned clients.

Respond to client inquiries, requests, and product-related questions.

Maintain relationships through client visits, gifts, and participation in events.

Deliver training sessions or presentations for clients when needed.

Collaborate with the Claims Department and Risk Engineers during surveys, loss control activities, or workshops.

Other Duties (5%)

Prepare periodic and ad-hoc reports.

Perform other assignments as directed by management.

Requirements

Bachelor’s degree in a relevant field; insurance qualifications (e.g., ANZIFF, CII) are an advantage.

Minimum of 8 years of relevant industry experience, with solid expertise in non-life insurance products.

Strong understanding of sales, marketing, customer service, and current market trends.

Proficiency in spoken and written English.

Skilled in MS Office applications, including Outlook, Word, Excel, and PowerPoint.

Excellent interpersonal and communication skills, able to work effectively across all levels.

Proven ability to design, implement, and optimize processes and procedures.

Strategic thinker with strong analytical and problem-solving abilities.

Experienced in coaching, team leadership, and change management.

Highly organized, client-focused, and results-driven.

Contact : Hieu Nguyen

Due to the immense number of applications, only shortlisted candidates will be contacted.