Account Executive - Key Accounts
Pacific Prime Management Services Inc.
Total years of experience :13 years, 0 Months
• I am required to work on both internal and external processes as well as being able to communicate properly
with insurance companies and team members.
• My key focus is around the support and services for the Singapore/Hong Kong Corporate team.
• Be up-to-date with members’ insurance plan design, policy wording and industry key information
• Ensure full understanding of internal workflow and interaction within different stakeholders
• Always communicate in a thoughtful and polite manner
• Determine clients’ and team members’ needs and find appropriate solutions to best meet their requirements
• Ensure the highest levels of satisfaction are achieved from Pacific Prime and the Insurer
• Processing full administration of new group business applications, LOAs, mid-year endorsements and renewal of
key account policies
• Processing full administration of new group business applications, LOAs, mid-year endorsements and renewal of
key account policies
• Supporting Sales Advisors, BDs, Account Managers and Clients in pre-filling necessary documents and forms
• Providing the necessary follow-ups with the clients, Sales Advisors/AMs and insurers to ensure group policies are
processed on a timely manner
• Answering and attending client’s queries via email or phone call in relation to group policy matters
• Logging & managing system records (data entry) including maintaining the Med Admin and Client Folder in order
at all times
• Checking if all policy documents (client’s and broker’s copy) are accurate, saved and properly
documented/recorded
• Maintaining the Census Lists accurately (no duplicate entries, missing basic info) and updates done on timely
manner
• Issuing/mailing documents and membership cards as required
• Keeping track of overdue premiums and preparing Statement of Accounts if necessary
• Issuing Pacific Prime Debit Notes for special clients (agreed and arranged internally)
Designing and implementing effective marketing strategies to sell new insurance contracts or adjust existing ones
• Contacting potential clients and creating rapport by networking, cold calling, using referrals etc.
• Appraising the wishes and demands of MSME customers and selling the suitable protection plans
• Collect information from clients on their risk profiles in order to offer them the proper solution
• Prepare reports to shareholders on the success of your business endeavors
• Retain continuous awareness of transactions, sales and terms and keep relative records
• Frequently replenish job-specific knowledge and apply it on the field
• Is highly responsible in managing accounts assigned to me including retention, renewal, expansion and pricing discussion of existing SME Direct Policies such as Employee Benefits, Property & Casualty and Motor Policies
• Deliver the highest level of customer service that includes taking ownership of day-to-day client account issues, ensuring best practice process are always adhered to, liaising with the appropriate areas of the business to resolve and, if appropriate, communicate back to third parties
• Ensure my product and service knowledge is always current and up to date in order to correctly educate my clients and consultatively sell our products
• Work with the nominated client point of contact within my portfolio in ensuring that win-win solutions are reached and agreed for both the customer and AXA Insurance
• Develop a strong business relationship with my clients and keep the customer informed at all times
• Renew and secure group schemes on a timely basis
• Build professional and lasting relationships with team colleagues and other departments within AXA
internally, maintaining open communication channels to promote internal relationship and initiative in a positive light and assess opportunities to obtain sales leads
• Manage administrative tasks alongside with phone calls by effective time management
• Planning and prioritizing of workloads to ensure e-mail and telephone service level agreements are
achieved
• To be a champion of change and display a positive attitude at all times towards colleagues and tasks performed
• Constantly analyze, improve and develop sales techniques through attending sales training, seminars, self-analysis and coaching. To actively participate in sessions to maximize knowledge and ability putting new skills into practice on return to your role
• Ability to competently deal with complaints and escalate when necessary
• Handling written correspondences/calls from clients and internal departments liaising on queries,
concerns, follow ups, requests and complaints.
• Takes inbound calls from clients and assists on queries regarding their policies, approvals, claims and complaints
• Handling written correspondences/calls from members, brokers, providers and internal departments liaising on
queries, concerns, follow ups, requests and complaints
• Issue Pharmacy Approvals and confirms coverage of medications
• Ensures confidentiality on client information and cases
• Maintains a customer-oriented focus environment by providing quality and first call resolution
• Fulfill communication/update expectations with clients in accordance with AXA Policy terms and conditions,
scheme and agreed time frames set
• Coordinates with the Team Leaders and Managers to assist and resolve cases with priority
• Assists Team Leaders and manage the team as per instructions
• Supports new agents on board with the system and processes
• Handles special tasks entrusted
• Meets clients and educate Dunia’s products and services.
• Answers queries on company products.
• Looks for clients in various areas in Dubai and Sharjah.
• Assists in processing Loan applications either personal loan or auto loan.
• Assists American customers with their Postpaid AT&T Mobile phone services.
• Assists customers in upgrading or downgrading their current wireless phone or plans (Data and Messaging).
• Advices customers of the best Voice and Data plan and package that meet their needs and for their family.
• Reports to Team Leaders and does monthly quality check to maintain customer satisfaction and customer guaranteed service.
• Advices features that is beneficial for the customer and their family.
• Advices customers on how to save money in making International roaming calls and/or messages.
• Informs the customers about the current and previous bills.
• Reviews billing statement for their queries about charges, usage and their subscription.
• Provide consistent, superior service to every customer by utilizing all available tools and resources.
• Advices the customers about the number of call minutes consumed and is left in the account.
• Assists customers in processing their Payments, Payment Scheduling and Payment Arrangements or advice payment options.
• Advices privacy and security settings for their phones.
• Assists Technical Issues like resetting/resending signals.
• Assists in Resetting Voicemail Messages.
• Assists in Activating their mobile phones.
• Worked as a sales analyst/consultantfor COMCAST (a Cable TV, Landline and Internet service provider)
• We provide solutions that drive more value from the relationships our clients have with their customers.
• Creates new accounts for new customers.
• Update accounts of existing customers.
• Process Credit Card/Bill Payments.
• Answers emails of customer queries.
• Schedule Installations.
• Makes and assures that all customer concerns and issues are resolved before they leave.
• Is responsible in processing new orders and pitches upgrades of services.
• Assists American customer's issues and product inquiry.
• Upsells other services offered.
• Educates customers about Digital services like Digital Video Recorders, Digital Video Channels, On Demand Channels, Pay Per View and Sports Channels.
• Assists customers in looking for the nearest retail market available in the area for equipment swaps and drop-off or pick-up.
• Applies familiarity and proficiency in computer operations and applications.
• Advises customers of Parental Controls and add it in their acount.
• Guides and help the customer walk through managing their accounts online.
• Makes sure that all metrics of the scorecard are met and passed as per company requirement and standard in maintaining high quality and meet customer satisfaction.
Tertiary Bachelor of Science in Management Accounting University of San Carlos P. del Rosario Street, 6000 Cebu City, Philippines 2001 - 2005
Secondary University of San Carlos - Boys High School General Maxilom Avenue, 6000 Cebu City, Philippines 1997 - 2001
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