Assistant Relationship Manager

1 month ago


Singapore RECRUIT AVENUE PTE. LTD. Full time
Roles & Responsibilities

Responsibilities:

  • Assist the sales team with sales development & client management and implementation in achieving their business objectives
  • Submit/ liaise applications with insurers
  • Assist in proper documentation and maintenance of each application
  • Familiar with insurance product/ services and banks' credit procedure or Insurer's due diligence procedure
  • Perform administrative tasks, such as organizing medical examination and logistic for new leads, preparing insurance forms and policy contract package, handling client's reimbursement
  • Handle enquiries from internal and external customers
  • Participate in internal & external continuous training/ learning programs
  • Participate in general improvement of internal process

Requirements:

  • Diploma/ Bachelor’s degree or equivalent with at least 3-4 years' experience preferably in a ARM role in the Private Bank / Mass Affluent space or Case Manager in the Insurer or Insurance Broker space.
  • Proficient in Microsoft Office
  • Performance driven and results focused
  • A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

EA License Number: 23C1935 | EA Personnel Number: R1551292


Tell employers what skills you have

Negotiation
High Net Worth Individuals
Able To Multitask
Microsoft Office
Due Diligence
Reinsurance
ARM
Interpersonal Skills
Private Banking
Employee Benefits
Risk Advisory
General Insurance
Analytical Problem Solving
Team Player
KYC
Health Insurance

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