Prepare a very creative presentation
Budget: $30 – $250 USD
A creative presentation that talks about our department "Placement Department/Technical Department" in an insurance broker.
Demographics and charts are preferred to be used.
Also, the slides to include the following in a creative way:
1. Department structure (Head of placement reporting to the managing partner and 3 placement officers reporting to Head of Placement).
2.General Overview :
Convert fact-finding outcome provided by Relationship Team into insurance slips
Market new business or existing opportunities, negotiate terms and conditions and secure best coverage according to customers’ needs
Create, enhance and maintain effective relationships with Insurers
Review proposed coverage to ensure it is in line with customers’ needs
Provide market intelligence about insurance products and coverages
Keep records for all placement activities and documentations
Take full ownership of post placement process in alignment with Relationship Team to ensure inception of placed policy is smooth
Ensure regulations are being applied thoroughly and effectively
3. Department internal process presented in a creative way:
First: Request for quotation from RM
Second: Validate all requirements
Third: Submit to insurance market for quotations
Fourth:Prepare Analysis and appraisal report
Fifth: Present market feedback to client
Sixth: Start with inception once the client's approval is received.
4. Present number of quotations (200 quotations)submitted throughout this year in a creative way (like a timeline or something)
Colors to be used in the presentation dark gray and dark blue ... etc.
Demographics and charts are preferred to be used.
Also, the slides to include the following in a creative way:
1. Department structure (Head of placement reporting to the managing partner and 3 placement officers reporting to Head of Placement).
2.General Overview :
Convert fact-finding outcome provided by Relationship Team into insurance slips
Market new business or existing opportunities, negotiate terms and conditions and secure best coverage according to customers’ needs
Create, enhance and maintain effective relationships with Insurers
Review proposed coverage to ensure it is in line with customers’ needs
Provide market intelligence about insurance products and coverages
Keep records for all placement activities and documentations
Take full ownership of post placement process in alignment with Relationship Team to ensure inception of placed policy is smooth
Ensure regulations are being applied thoroughly and effectively
3. Department internal process presented in a creative way:
First: Request for quotation from RM
Second: Validate all requirements
Third: Submit to insurance market for quotations
Fourth:Prepare Analysis and appraisal report
Fifth: Present market feedback to client
Sixth: Start with inception once the client's approval is received.
4. Present number of quotations (200 quotations)submitted throughout this year in a creative way (like a timeline or something)
Colors to be used in the presentation dark gray and dark blue ... etc.