Broking Specialist

5 months ago


Kuala Lumpur, Malaysia Zurich Insurance Full time

Job Summary- To undertake sales activities in the Business Unit ensuring the delivery of sales and marketing targets. Manage and develop the distribution partners and relationships to deliver growth and profit metrics.- Job Accountabilities - Key Accountabilities- Manage and develop new and or existing distribution partner relationships.
- Responsible for delivery of own sales and business performance targets set for distribution partners.
- Build, develop and manage relationships to promote the organization´s propositions, and implement distributors’ terms of business with the organization including negotiation, new offer and closures and terminations where required.
- Monitor performance of assigned distributors against set expectations, identify performance gaps, define actions or make recommendations to the organization´s leadership.
- Investigate and assess unusual and/or complex distributor queries or service requests and determine an appropriate course of action.
- Evaluate distribution relationships in order to drive strategy, maximum new business and retention.
- Complete evaluation of panel in order to drive maximum penetration/profit.
- Identify and deliver appropriate marketing, sales campaigns and initiatives across panel, tailoring marketing and sales campaigns for specific scenario.

Job Functions- Qualitative and quantitative targets achieved.
- Positive contribution to successful delivery of business objectives.
- Demonstrate a flexible and co-operative approach towards changing business needs.
- Positive contribution to the development of products and propositions.
- Drive new initiatives related to new product offerings or strategies.
- Make contact with all brokers on panel to educate and push new initiatives.
- Implement the Zurich distribution strategy and objectives through all applicable distributor relationships.
- Gather feedback on market intelligence/activity. Carry out presentations and sales training for new product and proposition launches.

Business Accountabilities- Identify opportunities through sales disciplines and steer business to deliver sales against profitability targets and quality measures.
- Work closely with colleagues in other functions (e.g. Underwriting, Marketing, Operations) to ensure sales campaigns and initiatives are executed effectively.
- Track own financial performance against annual financial and operational targets set in own area to ensure these are met.
- Fully adhere to the standard sales approaches and tools and adopt agreed format for pipeline management, and contribute to the development of Sales & Distribution practices as appropriate in order to drive continual improvement in sales effectiveness.
- Develop knowledge and understanding of risk and compliance policies and procedures to ensure own work is undertaken to the standards of behavior and in accordance with policy.
- Ensure delivery of good customer outcomes day to day across all elements of individual sales performance.
- Job Qualifications- Required:
- Bachelors Degree and 6 or more years of experience in the Sales area

OR- High School Diploma or Equivalent and 8 or more years of experience in the Sales area

OR- Zurich Certified Insurance Apprentice including an Associate Degree and 6 or more years of experience in the Sales area

AND- Territory or portfolio management experience
- Relationship building experience across internal and external stakeholders

Preferred:
- Strong verbal and written communication skills
- Insurance industry experience

**You are the heart & soul of Zurich**

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives.

Let’s continue to grow together
- Location(s): MY - Kuala Lumpur
- Remote working:

- Schedule: Full Time
- Recruiter name: Tarenjit Kaur
- Closing date:


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