Head of Private Advisory
1 week ago
Job Description
. Lead and mentor an enthusiastic, experienced team of 11 brokers specialized in personal lines
. Manage and run your team to achieve the new business and retention targets across all individual lines of business (Medical, Life and Home & Lifestyle)
. Drive your team members to ensure they are delivering the highest standards of advisory and service to their clients
. Advise individuals and families in Singapore on the right insurance policy, analyse and negotiate proposals with insurers and deliver the solution that best fits their needs and budget
. Grow our Private Advisory portfolio and achieve your annual KPI targets while carrying on the values of the Group.
Duties & Responsibilities
. Lead the Private Advisory business to deliver a differentiated client experience, service and broking
. Develop a sales-oriented, efficient culture with the implementation of methods and sales discipline
. Achieve company objectives by driving policy retention and new business revenue
. Manage the P&L of the team to ensure revenue and profitability targets are met
. Manage and allocate new business and renewal cases as needed
. Develop business initiatives and partnerships that will drive new business revenue
. Conduct employee performance reviews and ensure individual KPIs are met in line with company guidelines
. Hire, interview and onboard new Private Advisory team members as and when necessary to ensure appropriate staffing at all times
. Handle complex escalation cases, complaints and letters of appointments where necessary
. Manage timely update and monitoring of our CRM and financial reporting for your department
. Review lapsed and lost policies on a monthly basis
. Lead regular team meetings and individual sessions with team members
. Responsible for documenting and refining renewal and sales processes internally and with Insurers/Partners.
. Engage in strategic discussions with key insurance partners
. Organize regular internal and external training sessions for the team
. Monitor the market to add relevant new products to the company's offering
. Maintain knwoledge of market and main competitors' practices
. As part of the Management Team, review and design new business strategies for the team and work with Marketing, Employee Benefits and Property & Casualty teams on cross-selling opportunities across the business
. Monitor pipeline and portfolio for all advisors
Qualification & Requirements
. You have a minimum of 10 years experience in the industry, with at least 5 years experience in a broking environment. Applicants lacking that level of experience will not be contacted.
. You have experience with individual lines, dealing with private clients and medical underwriting
. You have a relevant and successful track record in client-facing roles
. You are an outgoing People Manager with a positive mindset and an ability to motivate others to excel in their roles.
. You have outstanding written and verbal communication skills as well as strong listening abilities. You are able to take sound and confident decisions.
. You are organized and good at planning ahead as well as being hands-on and operational.
. You know how to prioritize and keep your composure under pressure.
. You are a good networker and are able to leverage your contacts in a business environment.
. You know how to train people, to gather them together and make them work as a team towards a goal.
. Singapore College of Insurance Certification (BCP, PGI & HI).
. Registered Financial Advisor (M5, M9, M9A).
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