Marketing Action Plan implementation:
- Collaborate in the design and execute the Marketing Action Plan, including the action plan on targets to be saturated.
- Build the Market Intelligence in all segment and update the reporting tool.
Customer relationship management:
- Personally contact and secure existing customers and their intermediaries for accounts via regular and proactive communication.
- Build strong customer relationships and create a sense of mutual trust and beneficial reliance with existing clients.
- Make telephone calls and in-person visits and presentations to existing customers.
- Provide good customer service by responding swiftly to queries and concerns from clients and their intermediaries.
- Consult on the most effective cover for a particular need.
- Prepare bids and price quotations.
Portfolio management:
- Be the active central point of contact of the clients and/or its intermediary.
- Deliver renewal revenue and achieve maximum sales profitability, growth and account penetration within an assigned portfolio of accounts.
- Prepare sales proposals and renewal offers with the contribution of internal stakeholders: risk underwriters, commercial underwriting; for the highest possible renewal rate and a high level of client satisfaction and develop cross-selling.
- Increase profitability of existing product lines by encouraging clients to use added value services wherever possible.
- Maximise the opportunities for all product lines, thereby maximising contribution.
- Monitor and report on performance against agreed sales targets, sometimes including monitoring the performance of other sales staff.
- Demonstrate products and services to existing clients and assist them in selecting those best suited to their needs.
- Expand the existing business in saturating them to non-insured entities of the insured group (direct approach or through intermediaries. Support other region teams in saturating their business.
Market knowledge:
- Ensure credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products.
- Maintain a sound understanding of all Coface products and ensure the proposition is developed through all appropriate sales channels.
- Introduce new CGS programs, products and services and promote them through regular visits and frequent communications.
- Work with Marketing teams in making the most effective use of the resource for campaigns/events, follow-up the customer survey.
Communication:
- Supply management with verbal and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
-Coordinate and steer the internal stakeholders (account and sales managers, back office, risk underwriting and other experts) to ensure a timely, efficient and global service to clients.
- Participate in external events organised within the Region representing the company in the best light for building new business contacts.
Underwriting savvy:
- Ensure prudent Commercial Underwriting of credit insurance business, adhering to Coface standards and delegations.
- Work with underwriters to amend policies where necessary in order to meet client demand.
Risk management and compliance:
- Take joint ownership of the loss ratio with the Risk department and deliver a profitable result to the business.
- Adhere to compliance standards set by Coface and external regulators.
营销行动计划执行：
-参与市场行动计划的设计和执行，包括目标市场的行动计划。
-建立所有部门的市场情报并更新报告工具。
客户关系管理：
通过定期和主动的沟通，亲自联系和保护现有客户及其中介机构的账户。
-建立牢固的客户关系，与现有客户建立相互信任和互利的关系。
-对现有客户进行电话拜访和座谈。
-提供良好的客户服务，迅速回应客户及其中介人的疑问和关切。
-咨询针对特定需求的最有效的保护套。
-准备投标和报价。
投资组合管理:
-成为客户和/或其中介的积极联络中心。
在指定的客户组合内，提供更新收入，实现***的销售利润，增长和客户渗透率。
-在内部利益相关者的帮助下，准备销售建议和续订报价：风险承保人，商业承保人；为尽可能高的续订率和高水平的客户满意度和发展交叉销售。
-通过鼓励客户尽可能使用增值服务来提高现有产品线的盈利能力。
***化所有产品线的机会，从而***化贡献。
根据既定的销售目标监控和报告销售业绩，有时也包括监控其他销售人员的业绩。
-向现有客户展示产品和服务，并帮助他们选择最适合他们需求的产品和服务。
-扩大现有业务，将其渗透至保险集团的非保险实体（直接或通过中介人）。支持其他区域团队的业务发展。
市场知识:
-通过对当前市场状况和竞争对手产品的详细了解，确保客户的信任。
对科法斯的所有产品有充分的了解，并确保通过所有合适的销售渠道进行推广。
-介绍CGS的新项目、产品和服务，并通过定期拜访和频繁沟通进行推广。
与市场团队合作，最有效地利用活动资源，跟进客户调查。
交流:
-向管理层提供有关客户需求、问题、兴趣、竞争活动以及新产品和服务潜力的口头和书面报告。
-协调和指导内部利益相关者（客户和销售经理，后台，风险承销和其他专家），以确保及时，高效和全球性的客户服务。
-参与公司在区域内组织的外部活动，以建立新的业务联系。
承销精明:
-确保信用保险业务的审慎商业承销，遵守科法斯标准和授权。
与保险公司合作，在必要时修改保单以满足客户需求。
风险管理和合规：
-与风险部门共同控制损失率，并为业务带来盈利结果。
遵守科法斯和外部监管机构制定的合规标准。