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Zurich Insurance

Global insurer providing property, casualty, life

Recruitment & FA Development Manager

Insurance Sales & AgencyUpdated on Nov 14
Full-timeKuala Lumpur, Federal Territory of Kuala Lumpur, MalaysiaNo salary listedIn-person

About the Job

Responsibilities

  • Manage relationships with developmental brokers to drive new business opportunities and internal sales and service activities, and identify and liaise with business units to communicate cross-sell opportunities.
  • Support key activity outcomes with Business Units to ensure key pipeline accounts are managed and serviced as agreed, and inform Business Development Leaders of key developments.
  • Follow up with distributors or Business Unit personnel to drive key initiatives and action items from internal sales meetings and cross-Business Unit planning meetings.
  • Communicate directly with selected distributors to present value propositions and drive business development activities that support Business Development.
  • Provide strategic internal support, including responding to urgent requests from Business Development Leaders or distributors, to optimize the effectiveness of the Business Development Leaders' external sales activities.
  • Work through obstacles to business development and post-sales processes.
  • Share product and service information to showcase the organization's offerings; communicate the organization's response directly to distributors when appropriate and help them better understand the organization.
  • Manage smaller Select, Business Unit Select, or Developmental broker relationships, and drive new business and retention actions with assigned brokers to achieve Plan.
  • Review and qualify submissions for select new Business Unit-distributor relationships based on predefined criteria.
  • Process inbound calls to strengthen regional relationships and identify appropriate Business Units for account placement; monitor preferred submission handling and review and qualify submissions where appropriate for select new Business Unit-distributor relationships.
  • Work with Business Development Business Units to deliver coordinated multi-Business Unit quotes for single-customer accounts, including contacting selected distributors when applicable.
  • Review and analyze initial account pipeline reports to identify submissions with cross-sell opportunities.
  • Liaise with Business Units to communicate cross-sell opportunities and identify and add additional submissions or target accounts not included in the initial list.
  • Analyze pipeline reports using the DOZ data cube to identify high-priority submissions and cross-sell opportunities.
  • Work with Business Development Leaders to analyze distributor scorecard reports, identify underperformance and opportunities, and discuss insights before distributor visits and internal sales meetings.
  • Contribute to competition, product, and distributor analyses based on interactions with distributors, Business Units, or the Strategic Support Unit, and communicate findings to the team before internal sales meetings and resulting sales calls or distributor visits.
  • Serve as distributors' initial point of contact for inquiries and servicing issues spanning multiple Business Units when the Business Development Leader is unavailable.
  • Handle inquiries promptly where possible; otherwise, assess which personnel should respond to each servicing issue.
  • Coordinate across Business Units and Strategic Support Units to develop responses to distributor servicing issues affecting multiple Business Units, escalating issues to Business Development as necessary.
  • Communicate Zurich's response to distributors and help them better understand Zurich's organization.
  • Identify trends in service issues and elevate them to Business Development Leaders for resolution as needed.
  • Serve as lead contact for incoming calls from selected non-priority distributors to maximize retention and cross-sell sales with appropriate Business Development direction.

About the Company

Zurich Insurance

Global insurer providing property, casualty, life

Zurich Insurance Group provides global multi-line insurance for individuals, families, small and mid-sized businesses, public entities, and multinational corporations in more than 200 countries. Its Property & Casualty arm covers personal lines like car and home, plus a wide range of commercial coverages (property, casualty, motor fleet, marine, construction, energy, financial lines, international programs); its Life business offers protection, savings, retirement, and unit-linked products. The Farmers Group manages Farmers Exchanges in the United States. The company also provides risk engineering and prevention services to help customers reduce risk and build climate resilience, with products sold through agents, brokers, bank partners, and direct channels. Its goal is to provide financial protection and risk management solutions that help customers manage uncertainty and build resilience over the long term.

Company size
10,001+
Company stage
IPO
Headquarters
Zurich, Switzerland
Founded
1872

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