Senior Executive/Executive
2 months ago
Job Description
- Help and service client’s insurance buy/needs professionally
- Manage data and profile of customers’ insurance details (PDPA)
- Act as insurance advocate/adviser/claims advocates for clients
- Tracking of expiry dates and offering of quotations, renewals
- Liaise and procure with Insurers for quotations, insurance documents
- Manage documentation and system of files
- Drafting of sales budget and ensuring targets are met
- Reporting of sales budget and sales strategies
- Ensuring sales loop with customers are closed by working with relevant departments
- Keeping up with Insurers’ price changes, promotions, campaigns and cascade to customers
- Working with internal stakeholders on operations flow for insurance set up, service flow for post insurance follow ups
- Renewal strategies development and execution
Job Requirements
- Minimum Poly Diploma / University Degrees in any field
- At least 2 years of working experience in the related field is required for this position with a flair for adding value to clients and developing business
- Market knowledge in Motor insurance is an added advantage
- Insurance account handling and claims experience preferred
- Positive attitude towards serving Client’s interest
- Insurance qualifications recognized by MAS
- Must have CGI or equivalent qualifications or work towards passing the CGI or equivalent qualifications as approved by MAS
- Proficient in MS Office applications
- Good analytical, verbal, written communication skills and time management skills
- Responsible and takes ownership
Tell employers what skills you have
Coaching
Management Skills
Listening Skills
Microsoft Excel
Interpersonal Skills
Customer Information
Administration
Needs Analysis
MS Office
Attention to Detail
Conflict Management
Able To Work Independently
Ability to Prioritize
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