COMPANY OVERVIEW
Our client is one of the world's trusted global insurance brokers and they are looking for a talent in Policy Servicing Consultant.
Job Responsibilities:
Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with the private bankers to review and analyse in-force policies.
Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of clients to achieve both revenue and review completion targets.
Support and improve policy servicing objectives by contributing customer feedback and recommendations to support the overall strategic plans and reviews of the business.
Build and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clients.
Work closely with the private bankers and wealth planners to understand the HNW clients’ profiles, needs and expectations in order to provide appropriate advices/recommendations on life and personal lines solutions.
Ensure compliance with regulatory requirements and operational procedures/processes
Job Requirements:
Diploma / Degree with at least 5-6 years’ experience in the Insurance industry
Proven sales track records in promoting Universal Life and/or other life insurance products.
Detail-minded, well-organized and high level of accuracy.
A team player that possesses good interpersonal skills with excellent communication and
negotiation proficiencies.
Candidates require visa need not to apply.
EA: JAC Recruitment Pte. Ltd.
EA License: 90C3026
EA Personnel: R1872520
EA Personnel Name: Lum Yu Ru