Sales Administrative Officer
Nexus Insurance Brokers LLC
Total years of experience :9 years, 9 Months
• Client Servicing
• Manages 800+ client portfolio of the Sales Manager
• Prepares illustrations (protection, savings, education, term plans)
• Maintains the portfolio of new and existing clients
• Answering everyday queries for new business and servicing activities
• New business application, top-up requests and policy servicing
• Sales, Marketing and Secretarial
- Provides administrative and clerical assistance to the General Manager
- Prepares monthly Marketing campaigns - SMS, Email and Social Media
- Social Media management
- Building client database and cold calling for possible business/projects
- In-charge of communicating with media partners and collating reports
- Prepare presentations and letters to be presented/sent out to business partners
• Insurance Underwriting
- Manage phone calls, emails and Whatsapp inquiries
- Handles corporate and individual accounts
- Prepares motor and non- motor quotation for clients
- Issuance of policy using different Insurance companies’ portals
- Coordinate with partners to discuss client requirements
• Management and coordination of daily events
• Coordination with the venue, suppliers and internal logistics team
• Sending invites to clients and manage rsvp list
• Monitor closed deals and leads generated during events
• Event lead and point person
• Event host and product presenter
• Manage inquiries from the clients
• Coordinate event logistics, including registration, attendees list, materials support and pre- and post-event evaluations.
• Manage manpower deployment for setups
• Keep inventory of backdrops, projectors, premium items, and other display materials
• Coordinate details of events such as conferences, product and media launches, corporate gatherings such as Christmas Party, Awards Night, and Anniversary and other publicity campaigns and activities.
• Account servicing and client management
• Project lead and point person
• Project budget monitoring
• Booking and negotiation with the venue, suppliers, talents, directorial team and staffs
• Management of clients’ social media accounts
• Prepare editorial calendar, writings and artworks for posting
• Prepare and present events and activation plans to clients, pre and post-event evaluations
• Prepare program script
• Create and monitor event timelines and ensure deadlines are met
• Ensure a smooth program flow
• Client acquisition - data gathering and cold callings for prospect clients and sponsors
• Clients handled: BMW, Toyota, Subaru, EPSON, Cargill, AVON, Summit Media, Canon, American Standard, United Laboratories (UNILAB), Healthway Medical etc.