Job Title: Insurance Specialist (Offshore)
Location: Singapore
Job Description:
We are looking for experienced Offshore Insurance Specialist to join our international client who is looking to expand their teams in Singapore.
Key Responsibilities:
- To work with Relationship Managers in achieving the target number of referrals and conversion.
- To train the Relationship Managers via regular training, workshops and case-studies in order to deliver on product knowledge, insurance proposition/pitch, processes and sharing of new ideas.
- To generate ideas and action plan on increasing sales activity and other relevant financial drivers
- To conduct fact find, insurance need analysis for clients and ensure prompt advise and solutions are offered to clients.
- To ensure a systematic review process for existing policyholders.
- To ensure that customer enquiries are promptly attended to.
- To provide prompt and regular reporting of leads, sales activity and pipeline cases.
- Work closely with internal partners (e.g. Relationship Managers, fiduciary, and credit teams) and external partners (e.g. insurance providers) on case management.
Qualifications and Requirements:
- Proven experience as an Insurance Specialist, preferably in offshore market.
- Strong knowledge of insurance procedures, regulations, and best practices.
- Pleasant disposition with excellent interpersonal, communication skills and customer service orientation.
