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Insurance In Asia

Health and non-life insurance consultant - portfolio manager

  • , Ha Noi - Ho Chi Minh - Da Nang - Vietnam
  • 7000 Competitive
  • Posted: 04 Jul 2018

Job Description

Insurance consultant - Account/Portfolio manager

If you're an excellent at: problem analysis - finding solutions -  communicator. You have an interest in advisory & financial services and are skilled at building relationships.

As a health & non-life personal lines insurance consultant, based on the collection of clients needs, you will use your in-depth knowledge of insurer’s products and services to find and arrange suitable insurance cover for our clients. We specialize in employee benefits -Health and Accident- and also do home, office, property, professional, car and travel insurance

You will nurtur of a portfolio of clients, who can either be L1 individuals, L2 local families, L3 international executives, L4 SME Small Medium Enterprises  and L5 MNE Multi National Enterprises needs. L0- Juniors.

NB. Marketing being taken care by another department, this position does not request cold-calling


  • QUOTE based on client’s needs, you will compare the best-value for money product and service
  • RESEARCH considering specific needs and competitive products, you will answer clients questions
  • SELECT based on circumstances of client and the market, you will help clients choice
  • COMMUNICATION you will explain the pros and cons of the different options and clarify any question
  • EASE CLIENT’S application with our administrators for records, exchanges & filing through to payment
  • SELECT new products suitable
  • NEGOTIATE better terms for clients or groups
  • ARRANGE multi cover renewals and updates
  • CLAIMS you will advise on effective and quick refund
  • KNOWLEDGE you keep up with changes in the insurance market, clients' industries, competitors and related providers like hospitals, garages and property needs

Remuneration & Benefits:

  • Competitive salary commensurate with consulting-related experience and accomplishment
  • Performance + Company bonuses
  • Health and Seniority benefits
  • Opening to become a Partner: A/B-Shares entitling to Dividends/Decision

Job Requirements


  • ENGLISH fluent, VIETNAMESE needed and more: excellent written and verbal communication skills.
  • 4-years Consulting related experience: the confidence to advise and negotiate with clients and insurers
  • 4-years CLIENTS SUPPORT the ability to build, manage and develop relationships
  • MASTERS DEGREE: strong problem-solving, analytical, numerical skills and business acumen
  • The ability to plan and manage your time and to work on a number of clients concurrently
  • TEAMPLAYER the ability to work well in a team
  • CANDO ATTITUDE: an entrepreneurial & flexible approach to work and insurer’s products
  • CONFIDENTIALITY an understanding of client confidentiality
  • IT enthusiast learner, must be 80% autonomous with: trello, G-Suite, G-Calendar, G-Drive, Acrobat writer, CamScan, CamCard, Evernote, Facebook, LinkedIn, Skype, IM apps, Duolingo or similar

Additional Information

2018-07-04 USD



For 20 years, has been specializing in providing insurance solutions to expats in Asia. We are not brokers, not sales agents, but rather see ourselves as your advisors on insurance when you are abroad. Our team of consultants use the latest online collaboration tools and can now serve clients anytime, anywhere.

Health and non-life insurance consultant -...

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