22 Insurance Broker jobs in Thailand

ตำแหน่ง: Insurance Broker Administrator

หน้าที่หลัก:

1. ติดต่อประสานงานกับฝ่ายขายภายในบริษัท เพื่อนำเสนอข้อมูลแผนประกันภัยกับลูกค้า
2. ติดต่อประสานงานกับบริษัทประกันภัย เพื่อขอและจัดทำใบเสนอราคา
3. ติดตามเอกสารกรมธรรม์และเอกสารที่เกี่ยวข้องของงานประกันภัยประเภทต่างๆกับทางบริษัทประกันภัย
4. ติดตามใบเตือนต่ออายุ บันทึกข้อมูลกรมธรรม์ รวมถึงจัดส่งกรมธรรม์และเอกสารที่เกี่ยวข้อง
5. ตรวจสอบข้อมูลผู้เอาประกันภัย รวมถึงเอกสารผู้เอาประกันภัย
6. ติดตามการชำระค่าเบี้ยประกันภัย

คุณสมบัติ :

1. วุฒิการศึกษาระดับปริญญาตรีหรือเทียบเท่า
2. มีประสบการณ์ด้านงานประกันภัยวินาศภัย(Non-Motor)และ/หรือประกันชีวิต(Life) 1 ปีขึ้นไป (หากมีประสบการณ์ทั้งสองด้านจะพิจารณาเป็นพิเศษ)

คุณสมบัติด้านความรู้และความสามารถ :

1. เป็นคนละเอียด รอบคอบ เรียนรู้ไว
2. มีทักษะการใช้คอมพิวเตอร์ที่ดี เช่น Microsoft Office และOutlook
3. มี Service Mind และ สามารถทำงานเป็นทีมได้ดี
4. มีทักษะในการสื่อสารที่ดี

สวัสดิการ :

ค่าเดินทาง ,ประกันสุขภาพกลุ่ม ประกันชีวิตกลุ่ม , กองทุนสำรองเลี้ยงชีพ, เบี้ยขยัน , งานเลี้ยงสังสรรค์ประจำปี พร้อมของขวัญจากบริษัท, ของเยี่ยมกรณีผ่าตัด , โบนัสตามนโยบาย ผลประกอบการ

Job Purposes

Implement plans and directions of insurance and financial planning advises to manage and monitor insurance against loss and damage for internal and external customers, including tracking information and coordinating with insurance brokers and agencies to provide support to organizational insurance effectively

Key Roles and Responsibilities

• Implement plans and directions of insurance and financial planning advises to manage and monitor insurance against loss and damage for internal and external customers to ensure effective insurance operations of the organization
• Monitor, track, and examine calculation and payment of insurance premium to submit to finance and accounting team
• Monitor providing advice and recommendations in terms of insurance to customers and event cancellation to satisfy customer needs and support business operations
• Monitor and manage information from relevant functions and business units to compare insurance offers and use for making insurance plan
• Survey insurance coverage areas to support insurance plans effectively
• Coordinate with brokers and insurance agencies to review insurance policy accurately in accordance with offers, and submit stock adjust tracking
• Attend insurance seminars to advise organization staffs and officers about insurance process and criteria
• Take care and advise insurance team to ensure effective performance and promotion preparation

Qualifications

• Bachelor's degree in related field
• Minimum 3-5 years of experience in related field and 1-3 years of team management
• Have knowledge in insurance policy
• Have computer skills
• Have good communication skills, especially verbal
• Have service mind and good manners
• Be able to coordinate

Additional Information

Implement plans and directions of insurance and financial planning advises to manage and monitor insurance against loss and damage for internal and external customers, including tracking information and coordinating with insurance brokers and agencies to provide support to organizational insurance effectively

• Implement plans and directions of insurance and financial planning advises to manage and monitor insurance against loss and damage for internal and external customers to ensure effective insurance operations of the organization
• Monitor, track, and examine calculation and payment of insurance premium to submit to finance and accounting team
• Monitor providing advice and recommendations in terms of insurance to customers and event cancellation to satisfy customer needs and support business operations
• Monitor and manage information from relevant functions and business units to compare insurance offers and use for making insurance plan
• Survey insurance coverage areas to support insurance plans effectively
• Coordinate with brokers and insurance agencies to review insurance policy accurately in accordance with offers, and submit stock adjust tracking
• Attend insurance seminars to advise organization staffs and officers about insurance process and criteria
• Take care and advise insurance team to ensure effective performance and promotion preparation

• Bachelor's degree in related field
• Minimum 3-5 years of experience in related field and 1-3 years of team management
• Have knowledge in insurance policy
• Have computer skills
• Have good communication skills, especially verbal
• Have service mind and good manners
• Be able to coordinate

Responsibilities

• Invent effective marketing strategies to sell insurance plans to new clients or up-sell to current clients
• Prepare information and documents for meetings to present partners and customers
• Visit customers to build a relationship and increase sales
• Collaborate with clients and underwriter to introduce them with befitting risk management strategies
• Retain and renew bookkeeping systems, database and records
• Accomplish predetermined development goals
• Other by assignment

Qualifications

• Bachelor degree in relate field.
• Have an experience in Insurance sales
• Knowledgeable in Non-Motor insurance plans
• Basic understanding of computers and statistics
• Results-driven
• Demonstrated ability to present, persuade and eventually sell
• Experience in delivering client-focused solutions and in creating long-lasting relationships
• Knowledge of both written and spoken English

Company Description

A unique ownership product offering the opportunity for five-star holidays in choice destinations. The vacation lifestyle is yours to explore with Anantara and affiliated destinations, from one exotic locale to the next, for your family today and generations to come.

Job Description

The Financial Services Officer plays a key role in supporting Anantara Vacation Club's development, sales, and marketing operations by providing high-quality customer service and managing all financial inquiries related to ownership. The primary responsibility is the efficient collection of timeshare receivables and ensuring timely resolution of owner financial issues.

Key Responsibilities:

• Follow up on overdue payments and implement effective measures to recover outstanding amounts.
• Address owner inquiries and concerns regarding financial matters with professionalism and urgency.
• Develop a thorough understanding of, and maintain proficiency in, the Loan Servicing module of the timeshare system.
• Accurately identify and assess owners' needs to ensure a high level of customer satisfaction.
• Maintain and update the receivables database to ensure data accuracy and completeness.
• Enforce company policies related to delinquent accounts in a consistent and fair manner.
• Collaborate effectively with internal teams and other departments to resolve account-related issues promptly.

Qualifications:

• Bachelor's degree is preferred
• Fluency in Thai and English (spoken and written) is required.
• Prior experience in financial services or customer service is an advantage
• Basic understanding of consumer credit principles (e.g., credit cards, bank loans, or similar financial products)
• Strong interpersonal and communication skills, with a tactful and solution-oriented approach
• Excellent time management and organizational abilities

The Financial Services Officer plays a key role in supporting Anantara Vacation Club's development, sales, and marketing operations by providing high-quality customer service and managing all financial inquiries related to ownership. The primary responsibility is the efficient collection of timeshare receivables and ensuring timely resolution of owner financial issues.

Key Responsibilities:

• Follow up on overdue payments and implement effective measures to recover outstanding amounts.
• Address owner inquiries and concerns regarding financial matters with professionalism and urgency.
• Develop a thorough understanding of, and maintain proficiency in, the Loan Servicing module of the timeshare system.
• Accurately identify and assess owners' needs to ensure a high level of customer satisfaction.
• Maintain and update the receivables database to ensure data accuracy and completeness.
• Enforce company policies related to delinquent accounts in a consistent and fair manner.
• Collaborate effectively with internal teams and other departments to resolve account-related issues promptly.

Qualifications:

• Bachelor's degree is preferred
• Fluency in English and Thai/ or Mandarin (spoken and written) is required
• Prior experience in financial services or customer service is an advantage
• Basic understanding of consumer credit principles (e.g., credit cards, bank loans, or similar financial products)
• Strong interpersonal and communication skills, with a tactful and solution-oriented approach
• Excellent time management and organizational abilities

Company Description

The Business Class Group provides a holistic range of quality services to local and expatriate communities from Eastern Europe to Asia. With our head office in Hong Kong and representative offices in China, Russia, and Thailand, we assist both private individuals and corporate clients on a regional and global basis. Business Class Group is distinguished by our core values and our ability to develop innovative solutions for our clients.

Role Description

This is a full-time hybrid role for a Financial Services Advisor based in Bangkok, with some work from home acceptable. The Financial Services Advisor will be responsible for financial planning, retirement planning, and providing financial advisory services. Other duties include offering investment guidance and developing tailored financial strategies for both private individuals and corporate clients.

Qualifications

• Skills in Financial Planning and Retirement Planning
• Expertise in Finance and Investments
• Experience in providing Financial Advisory services
• Excellent analytical and problem-solving skills
• Strong interpersonal and communication abilities
• Ability to work both independently and in a team
• Bachelor's degree in Finance, Economics, or related field
• Relevant certifications such as CFP, CFA, or equivalent are a plus

Company Description

A unique ownership product offering the opportunity for five-star holidays in choice destinations. The vacation lifestyle is yours to explore with Anantara and affiliated destinations, from one exotic locale to the next, for your family today and generations to come.

Job Description:

The Financial Services Officer plays a key role in supporting Anantara Vacation Club's development, sales, and marketing operations by providing high-quality customer service and managing all financial inquiries related to ownership. The primary responsibility is the efficient collection of timeshare receivables and ensuring timely resolution of owner financial issues.

Key Responsibilities:

• Follow up on overdue payments and implement effective measures to recover outstanding amounts.
• Address owner inquiries and concerns regarding financial matters with professionalism and urgency.
• Develop a thorough understanding of, and maintain proficiency in, the Loan Servicing module of the timeshare system.
• Accurately identify and assess owners' needs to ensure a high level of customer satisfaction.
• Maintain and update the receivables database to ensure data accuracy and completeness.
• Enforce company policies related to delinquent accounts in a consistent and fair manner.
• Collaborate effectively with internal teams and other departments to resolve account-related issues promptly.

Qualifications:

• Bachelor's degree is preferred
• Fluency in Mandarin and English (spoken and written) is required; proficiency in Cantonese is considered an advantage.
• Prior experience in financial services or customer service is an advantage
• Basic understanding of consumer credit principles (e.g., credit cards, bank loans, or similar financial products)
• Strong interpersonal and communication skills, with a tactful and solution-oriented approach
• Excellent time management and organizational abilities

The Financial Services Researcher is responsible for producing high quality enhanced due diligence reports for financial services clients. He/she will be responsible for producing clear, analytical and exceptionally well-written reports which help financial services Clients in the Asia Pacific region meet compliance and regulatory requirement.

He/she will be responsible for a range of tasks, including conducting in-depth research of public records such as media articles, corporate records, litigation and regulatory filings, social media sites, and compliance databases; engaging in discreet interviews to gather information around companies' and individuals' reputation and develop intelligence on specific topics and industries; producing enhanced due diligence and research reports to support major banking transactions such as IPOs and debt issuance. He/she will support the work of his/her line manager in training, managing internal and external resources in order to complete enhanced due diligence projects for financial institutions in a timely and effective manner.

Project management of enhanced due diligence assignments for financial services clients

• Conduct public records research and discreet interviews to gather intelligence surrounding companies and individuals
• Conduct research into specific topics and issues and draft summaries and findings in situations where contentious issues arise, either as part of a team or independently, depending on the requirement of the situation
• Produce high-quality research reports for financial institution clients
• Assist in the proposal process, conduct scoping research, and communicate with clients to understand their requirements
• From time to time, communicate directly with the clients, which primarily include members of the compliance or internal control departments of financial institutions, in order to clarify the scope of projects, address questions, and suggest potential additional avenues of research
• Assist his or her managers in developing and expanding the pool of research resources and subcontractors of Control Risks in the region
• Liaise with and provide feedback to vendors and subcontractors, ensuring the quality of work they provide is high and adheres to our global delivery standards
• Engage with colleagues across Control Risks to address client queries

Regional research initiatives

• Interact regularly with researchers, supervisors, managers, and the Quality Assurance team to provide support and feedback on VANTAGE work
• Participate in discussions with other members of the VANTAGE team and Control Risks Group on potential service/product improvement

Requirements
Essential

• Education to degree level (minimum of a bachelor's or equivalent experience)
• Full fluency in written and spoken Thai and English is essential
• Experience in writing, researching and reviewing/editing research reports; demonstrated excellence in research, writing and editing in Thai and English
• Strong knowledge of open source research techniques
• Good communication skills; ability to think on one's feet and engage with individuals of different levels of seniority and from different backgrounds, to obtain information
• Ability to think critically and solve problems
• Strong knowledge of the socio-political environment in South-East Asia
• Proven ability to meet project deadlines and perform well under pressure

Preferred

• Experience executing and managing enhanced due diligence projects for financial institution clients
• Experience engaging with international clients, preparing written proposals, providing verbal updates, and answering follow up questions and queries
• Fluency in an additional language

Benefits

• Control Risks offers a competitively positioned compensation and benefits package that is transparent and summarised in the full job offer.
• We operate a discretionary global bonus scheme that incentivises, and rewards individuals based on company and individual performance.
• Control Risks supports hybrid working arrangements, wherever possible, that emphasise the value of in-person time together - in the office and with our clients - while continuing to support flexible and remote working.
• Working with our clients, from day one our people are given direct responsibility, career development and the opportunity to work collaboratively on fascinating projects in a rewarding and inclusive global environment.
• The Company is committed to further its diversity, inclusion and equity agenda and as an employee you have access to various business resource groups in the Company including the Company's LGBT+ network called MOSAIC, the Women's Network, and Synergy - a people network to celebrate and promote ethnic diversity at Control Risks

Control Risks is committed to a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status"
If you require any reasonable adjustments to be made in order to participate fully in the interview process, please let us know and we will be happy to accommodate your needs.