Expert, Insurance

26 Nov 2025

Expert, Insurance

Category: Retail Banking Group

Job Type:

Facility: Retail Banking

Job Purpose

• The job holder is responsible for providing the best financial protection and safety solutions to customers using insurance products and increasing the strong bond between customers and Techcombank

Key Accountabilities (1)

1. Consult and Sales
   
   Customers: Protecting the most important things for Techcombank's customers:

2. Introduce and advise on the most suitable insurance products for each stage of the customer's life (protection of health, family, finance, personal property, etc.)

3. Give customers the best experience in terms of quality before and after sales service
4. Complete all necessary documents for the Customer's Insurance contract, assist the customer in medical examination, hand over the insurance document to the Customer, assist the customer in the claim procedure. submit a claim file in accordance with the regulations of TCB and the insurance partner
5. Handle and resolve customer's urgent/unexpected support requests quickly, promptly, and satisfactorily.
6. Looking for opportunities to introduce customers to other sales forces at Techcombank (Example: TCBond investment products)
7. Be the first contact for customers to contact when they arise support requests, questions and problems about insurance.
8. Store and update daily/weekly/monthly reports on sales results/customer referral results from Techcombank's sales force

Service: Building and ensuring service quality, customer relationship

• Building strong and good relationships with customers, so that they always believe that "Techcombank is the best insurance product provider"
• Be the first point of contact for customers when their insurance-related needs arise.
• Ensuring the best service quality in every step of the customer's journey

Key Accountabilities (2)

1. Systems and processes

2. Strictly comply with Techcombank's policies on: information security, customer privacy, standards of behavior as a Techcomer.

3. Comply with agreements on service quality between TCB and insurance partners.
4. Comply with the process of selling and issuing insurance contracts in accordance with the standards of TCB and insurance partners

Key Accountabilities (3)

1. Human:

2. Continuously improve knowledge và soft skills to meet the increasingly complex and high requirements of service quality, ensuring every customer is satisfied with the service provided through self-study and attend training courses

3. Always have the spirit of self-learning in work and life
4. Always have an open attitude to share information with others in accordance with Techcombank's functions, duties and standards of conduct, ready to accept change
5. Ownership, responsibility in work, through clear orientation, towards outstanding results
6. Fully aware of organizational culture and perform tasks according to Techcombank's core values and behavioral standards, embodying Techcomer's DNA.

7. Actively participate in Techcombank's organizational culture building activities

8. Other related tasks as assigned by management.

Key Relationships - Direct Manager

Senior Manager, Priority Banking Center or Manager, Priority Business Management

Key Relationships - Direct Reports

None

Key Relationships - Internal Stakeholders

Priority Banking Center at the branch, Departments within the RBG Division and outside the relevant Division

Key Relationships - External Stakeholders

Customers, notary offices, Insurance companies, medical facilities, etc.

Success Profile - Qualification and Experiences

Qualifications

• University graduate or higher (preferably majoring in Insurance, Banking, Economics)
• English proficiency: TOEIC certificate or equivalent according to bank's requirement

Domain Expertise

• At least 08 years of experience working in the field of customer consulting in retail banking or life insurance/or experience in Priority Customer Service/or experience in business development, advertisement

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