Policy Servicing Consultant
2 months ago
Key Responsibilities:
- Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with the private bankers to review and analyse exisiting in-force policies.
- Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of PCS’s clients to achieve both revenue and review completion targets.
- Support and improve PCS policy servicing objectives by contributing customer feedback and recommendations to support the overall strategic plans and reviews of the business.
- Build and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clients.
- Work closely with the private bankers and wealth planners to understand the HNW clients’ profiles, needs and expectations in order to provide appropriate advices/recommendations on life and personal lines solutions.
- Ensure compliance with regulatory requirements and operational procedures/processes
Requirements:
- Diploma / Degree with at least 5-6 years experience in the private banking / insurance industry as a junior Relationship Manager / Assistant Relationship Manager / Insurance Specialist in the High Net Worth segment
- Proven sales track records in promoting Universal Life and/or other life insurance products.
- Detail-minded, well-organized and high level of accuracy.
- A team player that possess good interpersonal skills with excellent communication and negotiation proficiencies.
Tell employers what skills you have
Negotiation
High Net Worth Individuals
Sales
Interpersonal Skills
Wealth
Private Banking
Universal Life
Annual Reviews
Compliance
Life Insurance
Team Player
Regulatory Requirements
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