KHUT KONGKEA

I. Responsibilities

1/ Have good relationship with bank management and all level

2/ Monthly meeting with BM and all management to update (Performance update, Referral update, APE update, other plan request BM, Sup to help...) especially new strategy to push referrals with ape 3/ Meeting with all team (supervisor both side) to make a map ape monthly and quarterly (Plan to do to achieve Campaign)

4/ Meeting by team supervisor both side (Key Challenge and feedback, Solution and flow referral effectively...)

5/ Training to bank staff (Loan and Operation side) all product Manulife with how to referral effectively (quarterly refreshment)

6/ Briefing New campaign to all branch from my region

7/ Training New IS, Couching IS, (Join Field work with IS to sales presentation, observe IS and give feed-back), monitor and measuring results....

8/ Daily Tracking with IS (Appointment, Sign agreement, update pipeline status, update call persistency, and key challenge need BDM support.........

9/ Monthly meeting with IS to update sales performance with persistency and enter mindset to IS

10/ Run sales builder 2 session per month (Project RSM)

11/ BDM sales day....

II. Achievement and Results.

1) Passed probation shortly around One month after onboarding.

2) To be the top 3 BDM In 2022

3) Increase number of sale team within 2 months from 6 to 9.

4) Leveraged the productivities and qualities of sale by team.

5) High performance team across the region

6) To be the top persistency.

7) Got mostly recognition by monthly, quarterly, and yearly performance.

I.Resposibilities

• Maintained high standards of customer service by building relationships with clients.
• Resolved discrepancies in insurance payments by collaborating with carriers.
• Reduced claims processing time by effectively collaborating with adjusters, claimants, and internal departments.
• Maintained a high level of industry expertise through continuous professional development courses and certifications in the field of insurance specialty.
• Streamlined policy management by regularly updating client information and tracking policy changes.
• Ensured regulatory compliance through diligent monitoring of company practices and adherence to guidelines.
• Contributed to team performance by sharing industry knowledge and assisting colleagues in complex cases.
• Improved operational efficiency by developing procedures for processing claims, payments, and endorsements.
• Responded to customer calls swiftly to resolve issues and answer questions.
• Built relationships with clients using active listening and issue resolution to provide excellent service.
• Cross-sold insurance products to existing clients to reach sales targets.
• Analyzed customer needs to provide customized insurance solutions.
• Monitored customer feedback and identified areas of improvement.

II.Achivement

1) High achievement in rows.

2) Be a top sale in the company.

3) Mostly got the recognition by monthly, quarterly, and yearly performance.

4) Promote to BDM.

I. Responsibilities

1) Approach potential customer from the customer contact list and referrals provided by a distribution partner.

2) Present and provide consultation with regards to the lift insurance products to all prospected customers and then sell the products as per the needs of such customers.

3) Assist the customer by providing them after sales service and information as and when required by such customers.

4) Work with the manager business development manager in providing the regular sales reports as per the company policies.

5) Perform other tasks as required by manager.

II. Achievement and Results.

1) High achievement 5 years in rows.

2) Be a top sale in the company.

3) Mostly got the recognition by monthly, quarterly, and yearly performance.

4) 1 years of MDRT reached.

5) Persistency rate is 92%.

6) Promote in role (from FC, Senior FC to Expert FC)

I. Responsibility

• Mentored junior staff members, helping them develop their skills and advance in their careers.
• Maintained strict adherence to industry regulations, minimizing risk exposure for the organization.
• Enhanced communication between team members by organizing regular meetings and fostering open dialogue.
• Established effective relationships with key stakeholders both internally and externally for increased collaboration opportunities.

II. Achievement

• Help branch to be receive a saving award.
• College saving over one million dollars.

• Increased brand awareness by implementing targeted marketing campaigns and strategies.
• Defined and tracked campaign effectiveness and adjusted strategies accordingly.
• Led creative brainstorming sessions that resulted in innovative ideas for promotional projects.
• Organized events and trade shows to showcase company products and services, generating valuable leads.

• Led creative brainstorming sessions that resulted in innovative ideas for promotional projects.
• Organized events and trade shows to showcase company products and services, generating valuable leads.
• Developed creative presentations, trend reports, kitted assets, and product data sheets.
• Coordinated with internal business divisions, agency partners and local vendors to guarantee on time, cost-effective delivery of all marketing communications materials.
• Created engaging content for email marketing campaigns, increasing open rates and conversions.