Deputy Sales & Marketing Director

Our client is a leading financial services company who is looking for a qualified candidate to join their firm.

Job Description

1.Human Resources Oversight – MKT1 Department (10%)

• Delegate tasks and monitor progress to ensure timely completion.
• Provide hands-on coaching and training to enhance team performance.
• Manage annual performance reviews, including goal setting and evaluations.
• Assess probationary periods and recommend contract renewals.
• Recommend promotions, transfers, or role changes based on employee potential, skills, and departmental needs.
• Collaborate with GAHR on recruitment activities such as candidate sourcing, screening, and participating in initial interviews.
• Maintain and revise job descriptions as needed.

2.Strategic & Business Planning (5%)

• Support the creation of annual, short-term, and long-term departmental budget plans aligned with company objectives.
• Develop operational plans based on corporate strategies, ensuring alignment and execution.
• Set individual KPIs and targets based on departmental goals.
• Monitor plan execution and make adjustments as required.
• Prepare relevant business data, reports, and dashboards for management.

3.New Business Development / Prospecting (5%)

• Expand the sales and marketing network through new channels, agents, and partnerships.
• Build and maintain strong relationships with brokers and agents.
• Launch and execute new sales/marketing initiatives and business projects.
• Approach prospective clients to introduce products and services.
• Engage existing customers for cross-selling opportunities.

4.Client Servicing – New & Renewal Business (50%)

• Provide product information to potential clients.
• Prepare and manage monthly renewal schedules, following up with assigned clients to secure renewals.
• Update client details for underwriting purposes and arrange risk surveys if required.
• Draft quotations for new, renewal, or cross-sale opportunities in line with internal guidelines.
• Verify underwriting authority and obtain approvals from relevant parties.
• Generate official quotations through the CPC system and present proposals to clients.
• Forward confirmed quotations to the PA Department for contract issuance and necessary documentation.
• Deliver contracts and supporting documents to clients, ensuring signed copies are returned for records.

5.Premium Collection & Debt Management (15%)

• Remind clients of premium due dates and follow up to ensure timely payment.
• Review premium payment and unclear payment lists from the Accounting Department.
• Reconcile payments with clients and send confirmed details back to Accounting for clearance.
• Escalate overdue accounts promptly for policy cancellation or debt write-off as per company policy.

6.Customer Service & Retention (10%)

• Maintain and regularly update the database of assigned clients.
• Respond to client inquiries, requests, and product-related questions.
• Maintain relationships through client visits, gifts, and participation in events.
• Deliver training sessions or presentations for clients when needed.
• Collaborate with the Claims Department and Risk Engineers during surveys, loss control activities, or workshops.

7.Other Duties (5%)

• Prepare periodic and ad-hoc reports.
• Perform other assignments as directed by management.

Requirements

• Bachelor’s degree in a relevant field; insurance qualifications (e.g., ANZIFF, CII) are an advantage.
• Minimum of 8 years of relevant industry experience, with solid expertise in non-life insurance products.
• Strong understanding of sales, marketing, customer service, and current market trends.
• Proficiency in spoken and written English.
• Skilled in MS Office applications, including Outlook, Word, Excel, and PowerPoint.
• Excellent interpersonal and communication skills, able to work effectively across all levels.
• Proven ability to design, implement, and optimize processes and procedures.
• Strategic thinker with strong analytical and problem-solving abilities.
• Experienced in coaching, team leadership, and change management.
• Highly organized, client-focused, and results-driven.