AEGIS
JOB DESCRIPTION
Account Executive
(Report to Asst. Account Manager/Team Leader/Senior Management Team)
DESCRIPTION:
As Account Executive based in our Vietnam Office, you will contribute to business growth objectives of our company
by strong retention of existing business and development of new business through organic growth, specifically on
strategic accounts within the team. Monitor and supervise direct reports and collaborate with your Asst. Account
Manager/Team Leader and/or Senior Management Team to improve client services. The below tasks further elaborate
your key goals & objectives:
KEY RESPONSIBILITIES:
I - Reporting Relationships
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The Account Executive will report directly to Asst. Account Manager/Team Leader and/or Senior Management
Team. The Account Executive will assist Asst. Account Manager/Team Leader in a team/work group, service
Clients on day to day works.
The Account Executive will learn & apply all fundamentals principles of insurance and will be expected to have or
obtain, as a minimum, a Certificate In Insurance (CII).
II - Essential Duties and Responsibilities
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Contribute & enhance business retention activities that includes:
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Providing personal advice to clients in all matters affecting their risks & insurance programs needs
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Presenting recommendations and options to Clients; reaching agreement and receiving instructions on
implementation
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Establishing/maintaining effective working relationships with Clients-Insureds and other individuals
working within the Insurance market include visiting Clients-Insureds on a regular and/or “as needs” basis
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Keeping clients fully briefed throughout the year on market trends and how they may be affected
Clearly expressing ideas both on a one-to-one basis and in group situations (including non-verbal
communication); expressing ideas effectively in written format that contain correct and appropriate syntax,
grammar, language and terminology; adjusting language to suit the requirements of the recipients.
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Coordinating within your team to develop a portfolio of organic & new business, with a particular emphasis on
profitable growth, providing professional standards, maintain consistency of advice to a high level of standard
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Coordinating within your team to Identify potential and developing new client relationships; proactively
identifying client requirements; undertaking actions which meet and/or exceed client expectations; using
communication styles and methods to ensure understanding and enduring client satisfaction.
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Accomplishing tasks with concern for all areas involved, no matter how small, maintaining watchfulness over
a period of time. Discovering weaknesses or missing data and acting to correct these without undue delays.
Keeping track of many details without forgetting items
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Manage conflicts constructively, positively influence team members actions to adequately and cost-effectively
meet Clients’/Insureds’ insurance needs
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Coordinating within your team to build morale and makes extra effort to help the team reach corporate
organisational goals
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Using appropriate communication styles and techniques to develop an intra-team co-operation
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Assisting Team Leaders on Identifying potential and developing new partner/underwriter relationships to
effectively exploring alternatives and positions to reach outcomes that gain all parties’ support and
acceptance
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Policy Renewal
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Gathering underwriting information from clients
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Negotiating terms with underwriters
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Preparing renewal documents ensuring finalisation of new/renewal policies within timeframes Ensuring
that the issue of policy renewal documents, invoices and collection of premiums are in accordance with
legal statutes and company STD
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Obtaining renewal instructions from clients
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Managing Accounts during a year period/project period
Claims Management
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Closely collaborate with Team members, Team Leaders, Claims Team & Senior Management (where
appropriate) to resolve Client’s claims in their best interests at all times
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Compliance
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Ensure all activities are carried out in compliance with prevailing laws, legal requirements and ethical
standards
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Ensure all activities are carried out in accordance with company compliance policies and procedures
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Maintain a sound knowledge of clients’ industries, businesses and risks
Complaints Handling
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Acknowledgement of complaint or potential complaints promptly, with confirmation that we will review
and in order to resolve any complaint. Keep Customers updated as to the progress of their complaint and
the steps being taken to resolve
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Investigate and analyse the subject matter of the complaint as far as practically possible and reach a fair
& equitable conclusion as soon as possible. Where necessary alert Team Leaders, Senior Management
with options and recommendations
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Respond to complaints in an appropriate form of communications to Customers
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Analytics & Future take all complaints seriously and regularly analyse any complaints received to
identify root causes and any trends. Log and use the information to improve our services, prevent such
complaints from recurring via updating our processes and staff & team member training
JOB COMPETENCIES:
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Ability to sustain relationships with both internal and external Customers
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Effective verbal and written communication skills
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Quality, thoroughness, showing concern for completeness and accuracy of tasks, information
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Technical Insurance/Intermediary knowledge skills including:
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Overall Underwriting & Claims Processes
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Insurance Products
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Legislations
Effectively exploring alternatives and positions to reach outcomes that gain all parties’ support and
acceptance. Presenting rational arguments, drawing on reason and logic in making a case; demonstrating
that a course of action is of mutual benefit; focuses on the problem rather than the person in a negotiation.
CULTURAL COMPETENCIES:
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We Live Service! Providing the best solutions for our clients is fundamental to our business. This client focus
means we act with integrity and as a trusted advisor and client consultant. We always put our clients’ interests
first
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We are responsive to clients, our teams and our partners, insurers and all others. This means get it done right
the first time with efficiency, speed, and most importantly quality
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We are a “can do” attitude Team! There is no bureaucracy. We are open to solving problems in new ways. We
make responsible professional decisions. We value independence, freedom of thoughts, we appreciate
democratic new ideas, and informed logic based opinions
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We have a passion for our work. We have high expectations for ourselves and others. We are intensely
competitive, and aggressively pursue the best solutions. We are intentional in how we work, solve challenges.
We thrive on difficult challenges
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We work with and treat our colleagues, staff, management with compassion, empathy, dignity, politeness and
respect
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Personal Service. Our relationships matter. We are in this together with our clients, our teams. One team,
where we are frank & direct and straightforward interactions allow for proactive collaboration. We work
through challenges, celebrate our successes, learn and grow together