Regional Wealth Manager

5 months ago

Jakarta, Indonesia Zurich Insurance Full time

Job Summary- Visits independent agents to market the companies´ products and/or services. Develops agency business goals, builds agency relationships, participates in area rate reviews and builds/maintains competitive information. Has limited or no underwriting authority. This position typically has responsibility for multiple national/local areas, and reports to a home office or top field executive.- Job Qualifications- Required:

- Bachelors Degree and 8 or more years of experience in the Sales area
- People management experience- Job Accountabilities - Key Accountabilities- Prospects and visits agents/brokers and customers with the objectiveof promoting and selling company products and services.
- Collaborates with agents/brokers to obtain necessary underwriting information to provide targeted insurance solutions.
- Works to establish strong professional relationships with agents/brokers and customers to assure profitable sales production, excellent service, repeat sales and referrals for other customer contacts and production.
- Creates and analyzes monthly activity/call reports.
- Recommends changes and successfully integrates company products into distribution network within the region/territory to achieve maximum market penetration and obtain the goals and objectives for business unit.
- Works closely with the regional offices, other Zurich business units and profit centers to develop leads and contacts for business opportunities and cross marketing or product density initiatives. Follows up oncalls and/or quotations that have been made to agents/brokers/customersto answer any questions or to close the sales.
- Business Accountabilities- Produce significant business opportunities with major customer/ geography / operating unit.
- Develop strategic customer relationships.
- Develop relationships with contacts with specialized expertise who can be called on for assistance and who will alert one to developing issues.
- Identify opportunities and risks associated with changes in the external environment, looking forward 2 - 5 years.
- Develop and implement annual budget for area of responsibility.
- Improve SBU/SSUs customer relations with focus on profitability and productivity.
- Recommends changes to policies, systems, products/ services to leaders.
- Ensure that appropriate documentation, implementation and communication of established policy, procedures and operating standards is completed for area of responsibility.
- Regularly monitors and evaluates activities to identify potential risks and issues of non-compliance.
- Participates or may lead risk assessment for their area of responsibility and escalates potential issues to higher management.

**You are the heart & soul of Zurich**

At Zurich, we like to think outside the box and challenge the status quo. We take an optimistic approach by focusing on the positives and constantly asking What can go right?

Let’s continue to grow together
- Location(s): ID - Jakarta
- Remote working:

- Schedule: Full Time
- Recruiter name: Marina Destiana
- Closing date:

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