Insurance Policy Advisor

1 week ago


Singapore beBeeFinancial Full time $80,000 - $100,000
About the Position

This role is a key part of our client's success.

We are looking for an individual to work closely with their policy in force team to ensure consistency and accuracy of policy information.

  • Record and track policy anniversary dates and conduct regular reviews of insurance policies.
  • Curate Annual Policy Review Packs.
  • Provide professional advice on liquidity planning and insurance needs.

The ideal candidate will have a strong understanding and analysis of policy statements and information.

Negotiation skills are also essential in this role.

Requirements
  • Bachelor's degree in banking and finance.
  • Minimum 3 years of work experience in banking and financial services.
  • Excellent communication and interpersonal skills.
What We Are Looking For
  • Able To Multitask
    Negotiation
    Financial Planning
  • Interpersonal Skills
  • Cold Calling
  • Administration
  • Needs Analysis
  • Compliance
  • Attention to Detail
  • Networking
  • Life Insurance
  • Analytical Problem Solving
  • Team Player
  • Regulatory Requirements
  • Business Development
  • Financial Services
  • Customer Service Experience


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