ProFin Client Relationship Manager, Vice President

2 weeks ago


Singapore LOCKTON COMPANIES (SINGAPORE) PRIVATE LIMITED Full time
Roles & Responsibilities

Job Purpose

  • Broking, placing and account servicing of ProFin accounts.
  • To provide programme design, placement, marketing and consultancy services for Lockton's clients in line with agreed account strategies and in accordance with Lockton operating procedures.
  • Insurance advisory on contractual obligations and risk structure.
  • To develop, manage and improve our relationship and service with clients and contribute towards revenue growth.

Job Description

  • Understand clients business and risk profile, exposures, needs, expectations and to provide appropriate advice/recommendation on insurance coverage, insurance programme structure and retention strategy.
  • To build and maintain ongoing relationships with existing clients includes scheduling and attending meetings and risk survey if any.
  • Assist clients in the event of major claims and ensure overall claims service provided based on Lockton's standards.
  • Implement, monitor and control the renewal procedure.
  • Assist with the resolution of service issues with clients, insurers and global associates.
  • Review with appropriate Associates at the earliest opportunity any case under attack or where perceived vulnerable or where there are concerns about the relationship and implement, monitor and oversee a plan of action.
  • Preparation and issuance of Quotation/Placement Slips, Insurance Summary based on agreed terms and conditions with Insurers.
  • Checking of policy/endorsement/invoice to ensure that it is accurate prior to forwarding to clients.
  • Ensure prompt and accurate invoicing and that clients understand the Lockton cash collection terms, monitor, follow-up and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
  • Keep abreast of insurance market and products/coverage developments and communicate to appropriate Associates/clients.
  • Manage and co-ordinate global insurance programmes and liaison with our producing office, partner network and associates worldwide on prompt and accurate manner.
  • Ensure all activities that are undertaken are compliant with regulation and Lockton's internal standards and procedures.
  • Assist Deputy Head of Department with the development and implementation of internal controls and procedures to assure the performance of Associates within the unit.
  • Manage and maintain market relationships at both operational and strategic level.
  • Identify opportunities for expanded or new business.
  • To identify and cross-sell the inter-department services which Lockton is able to provide.
  • Maintain renewal income to at least budgeted levels and in line with set and agreed personal objectives.
  • Coaching of Associates.

Requirements

Qualification

  • Completed and attained CGI.

Experience

  • Minimum 5 years' experience in insurance broking, insurance company, fund/asset management company or Fintech
  • Preferably has experience in insurance broking for fund/asset management and Fintech sectors.
  • Proficient in MS Office
  • Demonstrated ability to work independently and strong customer relationship skills

Competences

  • Good knowledge of Basic Insurance Concept, insurance requirements and product knowledge.
  • Ability to guide our junior colleagues.
  • Ability to secure most of the new clients cross-sell by other departments and referral from existing clients.
  • Able to share or exchange knowledge with colleagues.
  • Good interpersonal, communication skills
  • Ability to work under pressure and deliver results
  • Possess skills to interact and to build relationship with team, internal and external clients/vendors
  • Able to practise\perform ethically
  • Demonstrates and adopt LCS core values

a) Client Centric

b) Accountability

c) Collaborative

d) Integrity

e) Can do Spirit

f) Resilience

Tell employers what skills you have

Product Knowledge
Account Management
Customer Relationship
Producing
Ability To Work Independently
Good Interpersonal Communication Skills
Treatment
Investment Banking
Private Banking
Invoicing
Internal Controls
Entrepreneurship
Thought Leadership
Account Servicing
Revenue Growth
Presentation Skills
Business Development

  • Singapore LOCKTON COMPANIES (SINGAPORE) PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Purpose Broking, placing and account servicing of ProFin accounts. To provide programme design, placement, marketing and consultancy services for Lockton’s clients in line with agreed account strategies and in accordance with Lockton operating procedures. Insurance advisory on contractual obligations and risk structure. To...


  • Singapore Lockton, Inc. Full time

    General information:Reference :002149Vacancy location:Location:Asia, Singapore, SingaporeWork Place:In OfficeVacancy details:Job Profile:Lockton - Experienced ProfessionalTitle:ProFin Account ManagerDescription: Broking, placing and account servicing of ProFin accounts. To provide programme design, placement, marketing and consultancy services for Lockton's...


  • Singapore Morgan Philips Specialist Recruitment Full time

    Your Next CompanyYou will be joining a global leading Technology and IT Services provider with more than 30,000 employees worldwide.As part of their expansion strategy, they are seeking a highly motivated and experienced Vice President of Sales to join their growing team.What You Will Be DoingAs the Vice President of Sales, your primary role will involve...


  • Singapore LOCKTON COMPANIES (SINGAPORE) PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Purpose Broking, placing and account servicing of ProFin accounts. To provide programme design, placement, marketing and consultancy services for Lockton’s clients in line with agreed account strategies and in accordance with Lockton operating procedures. Insurance advisory on contractual obligations and risk structure. To...


  • Singapore LOCKTON COMPANIES (SINGAPORE) PRIVATE LIMITED Full time

    Roles & ResponsibilitiesJob Purpose Broking, placing and account servicing of ProFin accounts. To provide programme design, placement, marketing and consultancy services for Lockton’s clients in line with agreed account strategies and in accordance with Lockton operating procedures. Insurance advisory on contractual obligations and risk structure. To...


  • Singapore Sumitomo Mitsui Banking Corporation Full time

    Assistant Vice President/Vice President, Internal Audit Department - SMBC Assistant Vice President/Vice President, Internal Audit Department - SMBC Sumitomo Mitsui Banking Corporation Singapore Posted 2 months ago Permanent Competitive As Regional Internal Auditor, you will add value and improve the bank's operations by bringing an efficient and...

  • Vice President

    2 weeks ago


    Singapore NTT Limited Full time

    Vice President - Head of Consulting (APAC) page is loaded Vice President - Head of Consulting (APAC) Apply locations Kallang, Singapore time type Full time posted on Posted Yesterday job requisition id R Want to be a part of our team?The main objective of the Vice President, Consulting is to enable and oversee the execution of the consulting services...


  • Singapore Teneo Full time

    The OpportunityA Vice President at Teneo is a core member of our account teams, responsible for helping execute strategic programs and communications initiatives in support of Teneo's clients. You will play a pivotal role in providing the highest quality of service to our clients and act as the day-to-day lead for all client projects and oversee team...


  • Singapore The Maples Group (Financial Services) Full time

    Position:Assistant Vice President**Location:Singapore**The Maples Group is a standard bearer in financial and legal services, trusted by many of the world's largest hedge fund managers, private equity firms and international corporations.Our distinction flows from our carefully curated team: 2,500+ professionals characterised by tenacity, ethics and exacting...


  • Singapore NORMAN INVESTMENT GROUP PTE. LTD. Full time

    Roles & ResponsibilitiesThe Vice President of Art InvestmentsThe Vice President of Art Investments is responsible for overseeing and managing the art investment operations of the company. The individual will be expected to develop and execute strategies to increase the company's art investment portfolio and maximize returns.Key responsibilities include:...

  • Vice President

    2 weeks ago


    Singapore ENGAGE GROUP PTE. LTD. Full time

    **Vice President (VP/SVP), Innovative & Strategic Marketing - Healthcare & MedTech - Category Design & Creation (APAC, Greater Asia)An American Multinational Medical Technology company, Top 10 globally is seeking for a Vice President / Senior Vice President Level Marketing Leader with ' Blue Ocean' mindset to develop strategies, drive market development and...


  • Singapore PARKWAY COLLEGE OF NURSING AND ALLIED HEALTH PTE LTD Full time

    Assistant Vice President, Radiology (Operations) Job number SGGA00208 Work LocationContract Type Contract Type Permanent CountryThe RoleThis position will be taking on the Head of Department for Medi-Rad, that provides outpatient radiology services.Key accountabilitiesIn this role, Assistant Vice President of Radiology will report to CEO of Radiology and be...

  • Client Solutions APAC

    3 weeks ago


    Singapore iCapital Network Full time

    iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets...


  • Singapore JJ Consulting Services Full time

    **Our Client is a leading company in Singapore, who is seeking to recruit an Assistant Vice President (SAP Payroll).Assistant Vice President (SAP Payroll)Responsibilities: Provides technical support, troubleshooting, and guidance to users. Assists to identify system improvements and enhancements; recommends and implements solutions. Evaluates and implements...

  • Vice President

    2 weeks ago


    Singapore MUFG Full time

    Do you want your voice heard and your actions to count?Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 6th largest financial group in the world. Across the globe, we're 160,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships,...

  • Vice President

    1 month ago


    Singapore CHEETAH MOBILE SINGAPORE PTE. LTD. Full time

    Roles & ResponsibilitiesCheetah Mobile is the company is committed to "Using technology to improve people's lives in a world where humans and machines coexist". , Cheetah Mobile is on a strategic upgrading path from the mobile internet to the AI-driven industrial internet and has built up the AI capability for vertical integration, including, algorithm...

  • Vice President

    2 weeks ago


    Singapore ACCEL TEAM PTE. LTD. Full time

    Job Title: Vice President of Mergers and Acquisitions (M&A) - Special Purpose Acquisition Company (SPAC)Location: Singapore (Based in SG, with a focus on SPAC opportunities in the US or Asia)Job Summary: As the Vice President of Mergers and Acquisitions for a Special Purpose Acquisition Company (SPAC) based in Singapore, your primary responsibility will be...

  • Vice President

    2 weeks ago


    Singapore AVIC DKKY PTE. LTD. Full time

    Our client is a Japanese leading global Private Equity buyout funds is currently hiring a Vice President at Fund Investment Division in Singapore due to sustained growth within the firm._Responsibilities _ Provide inputs into the global equity sustainable investment strategy and business plan. Responsible for driving investment recommendations in private...

  • Vice President

    1 week ago


    Singapore NTT Full time

    Continue to make an impact with a company that is pushing the boundaries of what is possible. At NTT DATA, we are renowned for our technical excellence, leading innovations, and making a difference for our clients and society. Our workplace embraces diversity and inclusion – it's a place where you can continue to grow, belong, and thrive.Your career here...


  • Singapore HSBC Full time

    Job description Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. ...