Client Advisor (Corporate Insurance / Non-sales Role)

Roles & Responsibilities

Responsibilities

• Work with the team to provide corporate insurance broking advice and placement for clients.
• Communicate with clients to understand their insurance needs and advise on coverage options.
• Gather necessary underwriting information from clients for submission to underwriters.
• Evaluate and advise on quoted insurance rates, terms, and conditions.
• Secure insurance placements with underwriters, ensuring the required support from various markets.
• Prepare essential documentation for insurance placement, including quotation and placement slips, schedules, cover notes, endorsements, and closing slips.
• Ensure required documents are sent to insurers and clients by coordinating with the Administrative team.
• Monitor clients' accounts and collect outstanding payments.
• Review renewal business and take action to renew expiring policies.
• Execute special assignments and related duties as assigned.

Requirements :

Please submit your updated resume in Word format by using the Apply Now Button.

We regret that only shortlisted candidates will be notified.

Email resume to ken.ng@peopleprofilers.com

People Profilers Pte Ltd, 20 Cecil Street, #08-09, PLUS Building, Singapore 049705.

Tel : 6950 9724

http : / / www.peopleprofilers.com

EA License Number : 02C4944

Registration Number : R1872398

Posting Personnel : Ng Jwee Ken

Ref : 3W533VXV

Tell employers what skills you have

Wealth Management

Account Management

Sales

Service Orientation

Financial Management

Customer Relationships

Relationship Management

Wealth Accumulation

Wealth

Selling

Underwriting

Networking

General Insurance

Life Insurance

Banking

Client Presentation

Presentation Skills

Sales and Business Development

Customer Service

Financial Services