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Executive - Quotation

3 months ago


Singapore PRIVATE CLIENT SERVICES BY MERCER PTE. LTD. Full time

Key Responsibilities:

  • Sales Quotation Support
  • Prepare and send Quotation Highlights & monthly reports promptly
  • Prepare Insurer's Policy Illustration
  • Familiar with various insurers' software and product features
  • Handle enquiries from internal and external stakeholders
  • Provide timely assistance to consultants / bankers such as prepare and courier Client Proposal for client meeting
  • Ensure accuracy and efficiency in data entry
  • Escalate any system or process errors to prevent future repeated errors
  • Take on additional responsibilities when necessary

Requirements:

  • Preferably 12 years of working experience in the insurance industry or equivalent
  • Required language(s): English & Chinese
  • Excellent in both verbal and written communication skills.
  • Excellent organisational skills with the ability to handle multiple assignments
  • A team player with excellent communications and interpersonal skills
  • Detailed oriented and meticulous
  • Strong follow up skills and highly independent individual
  • Customer service oriented and problemsolving skills