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Insurance Specialist - J.S.F

Insurance Specialist - J.S.F

J.S.FD12 Balestier, Serangoon, Toa Payoh, SG
16 hours ago
Job description

Roles & Responsibilities

Key Responsibilities :

  • Client Needs Assessment : Analyze a client's financial situation and risk profile to understand their insurance requirements.
  • Product Knowledge & Recommendation : Advise clients on various insurance options and recommend policies that best meet their needs.
  • Policy Negotiation : Negotiate with insurance companies to secure the best possible coverage and rates for clients.
  • Account Management : Handle policy renewals, policy changes, and provide ongoing support to clients.
  • Claims Assistance : Assist clients throughout the claims process, advocating for fair settlements.
  • Market Monitoring : Stay informed about industry trends, changes in regulations, and new insurance products.

Required Skills :

  • Sales and Negotiation : High-level negotiating skills are essential to secure favorable terms with insurers and effectively communicate options to clients.
  • Communication & Interpersonal Skills : Excellent communication skills are needed to build relationships with clients and effectively explain complex insurance details.
  • Analytical & Detail-Oriented : Ability to analyze client needs, assess risks, and pay close attention to policy details.
  • Market & Product Knowledge : In-depth understanding of different types of insurance products and the broader insurance market.
  • Relationship Building : Strong ability to build rapport with both clients and insurance companies.
  • Tell employers what skills you have

    Product Knowledge

    Coaching

    Wealth Management

    Sales

    Customer Loyalty

    Wealth Accumulation

    Wealth

    Loans

    Compliance

    Good Communication Skills

    Communication Skills

    Banking

    Retirement Planning

    Wellbeing

    Microsoft Word

    Customer Service

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    Insurance Specialist • D12 Balestier, Serangoon, Toa Payoh, SG

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