Insurance Policy Specialist

2 weeks ago


Singapore DBS Bank Limited Full time

Are you a seasoned professional looking for a challenging role that combines sales and service expertise? Do you have a passion for delivering exceptional customer experiences and building long-term relationships? We are seeking an Insurance Policy Specialist to join our team at DBS Bank Limited.

Job Overview

As an Insurance Policy Specialist, you will be responsible for providing expert guidance and support to clients in managing their insurance policies. This includes conducting policy reviews, facilitating policy servicing transactions, and tracking new business broker referrals. Your primary goal will be to ensure seamless customer interactions and drive business growth through effective communication and relationship-building.

Responsibilities

Premium Services

  • Conduct Annual Policy Reviews with clients to discuss policy renewal options, identify areas for improvement, and provide recommendations on additional coverage.
  • Facilitate policy servicing transactions, including transfers of ownership, refinancing, updates of details, surrenders, and death claims.
  • Liaise with brokers and internal teams to resolve queries and issues related to policy servicing.

New Business Growth

  • Maintain accurate records of client referrals to external brokers and track the status of these referrals.
  • Collaborate with internal stakeholders to ensure seamless handovers of client referrals and timely follow-ups.

Requirements

  • Bachelor's degree in Business Administration, Finance, or a related field.
  • Minimum 5-10 years of experience in insurance servicing, administration, or sales support.
  • Strong knowledge of High Net Worth (HNW) insurance products and policies.
  • Excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office Suite.
  • Able to work independently and as part of a team.
  • Attention to detail and accuracy.
  • Passion for delivering exceptional customer service.
Compensation and Benefits

We offer a competitive salary range of SGD $80,000 - SGD $120,000 per annum, depending on experience. Additionally, you can expect a comprehensive benefits package, including medical insurance, retirement savings plan, and opportunities for career growth and development.



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