Public Profile

Work with brokers company and direct clients in local market to full fill company target as well as cooperation and assist BOD to handle new projects.

Updating

InsurExcellence Vietnam is an Insurance consulting company which is subsidiary of InsurExcellence brokers, a member of UNiBA, based in Thailand and also has an operation in India.

InsurExcellence links with a network of highly capable and credited Insurance Companies to creat a "Bank of rich and diversified services in order to provide truly personalized solution for each client.

My responsibility to manage Planning/Marketing department, directs all activities related to formulation and implementation of business plans. In the other hand, i have to submit strategy business plan to BOD and make sure that work properly. Recruit the right person in to the sale/consultant team.

Direct prospecting, presenting, negotiations and closing to corporate clients to meet the sales target.

Manage/supervise and handle all claims in related to the commercial lines as well as EB insurance product.

Management in daily, weekly, and monthly activities and report directly to BOD

The QBE Group has had a presence in Vietnam since 1995, first as a representative office and then through a joint venture arrangement.

QBE further increased its presence in Vietnam through its purchase of a 100% interest in another licensed general insurance company in December 2005 and renamed it to QBE Insurance (Vietnam) Company Limited ("QBE Vietnam").

Based on the valuable experience in the local non-life insurance market, QBE Vietnam works with professional insurance brokers and agents to provide international standard products and claims services, supporting the continued economic development of the country.

Duties for claims division:

General responsibilities:

As the claims supervisor, I have to maintain the insurance claim files, review such files and ensure that payments have been completed and are correct. Moreover, I must follow up with any and all issues related to the insurance claims and direct such issues to pertinent parties when necessary to have them resolved by those individuals. In the case of litigation regarding the insurance claims, it is the claims supervisor’s responsibility to discuss the matter with legal counsel and aid them in pursuing the litigation.

Specific duty of my position is to maintain insurance claim files, must keep the files in an organized manner and store them in a secure location where they will not get lost or misplaced. I always need to ensure that the insurance claim files are able to be pulled out whenever they are needed for review or action.

The summarize can be show as follow:

• Receive the claims submission and/or even complain from the Insured and their brokers in related to the insurance claims.
• Verify the claims/complain and the relevant policy insurance.
• Contact and make appointment with clients for further clarification then appoint loss adjuster (in case of complicated claims) or conduct site survey (in case of small claims). Guide the insured/brokers for the relevant supporting documents
• Register the claim into the system with the firm and reasonable reservation.
• Propose the claims settlement
• Follow up with the outstanding supporting document and/or issues may have.
• Prepare payment document once the relevant supporting completed.
• Discuss with the manager
• Send the notice of claims settlement or notice of claims rejection to the Insured/broker.
• Proceed claim payment then close file

Duties for risks management division:

• Conduct site survey at the Insured’s premises to collection the general information in related to the Insured’s business.
• Noted and record the potential risks, the exposure risks within the Insured’s premises and recommend to the Insured to improve their risks.
• Report to the Underwriting Dep in order to consider before quote
• Prepare and complete Risks survey report then send to the relevant party within 07 consecutive days.


Achievements:

• Improved the business experience as well as the skills in claims settlement.
• Strong relationship with the Insured and their brokers.
• Worked under high pressure in connected with the Insured’s complain and their brokers.
• Gained good knowledge – skill in personal plant
• Daily training from the direct Manager
• Team management skills.

Bao Minh Insurance Corporation is a Vietnam-based insurance company. It mainly offers life and non-life insurance services, as well as engages in reinsurance, damages valuation, and portfolio management. Life insurance services are engaged in the insurance of personal health and accidents, while non-life insurance services are of property, fire, explosion, vehicles, and transportation insurance from the natural gas (high pressure gas) that has been drilled from the drilling platform.

Duties for underwriter

In general, depending on the type of insurance being requested, I may conduct independent investigations of applicants, such as proposal form or background checks. Also, if property insurance is sought, I may need to enlist help from professional appraisers. Actuaries assess risk at a macro level, determining the proper premiums and policy terms for broad categories of individuals and properties. Insurance underwriters work at a micro level, analyzing specific applications for insurance, and setting the specific policy terms and conditions for each that they accept, within guidelines set by the insurance carriers. Among these terms and conditions is the premium to be paid by the insured.

In an other hand, the reasonable plans approach the local brokers companies as well as the best supporting to the agents is needed in order to full fill the target.

Duties for claims officer:

• Receive the claims submition and/or even complain from the Insured and their brokers in related to the insurance claims.
• Verify the claims/complain and the relevant policy insurance.
• Contact and make appointment with clients for further clarification then appoint loss adjuster (in case of complicated claims) or conduct site survey (in case of small claims). Guide the insured/brokers for the relevant supporting documents.
• Register the claim in to the internal system with the firm and reasonable reservation.
• Propose the claims settlement with the Insured/broker
• Follow up with the outstanding supporting document and/or issues may have.
• Prepare payment document once the relevant supporting completed.
• Discuss with the manager
• Send the notice of claims settlement or notice of claims rejection to the Insured/broker.
• Proceed claim payment then close file

Achievements:

• Have a good relationship with the brokers companies.
• Gained a good skill in team work and claims experience.
• Achieved a very good reputation with the manager individually and board of director generally.