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Insurance Expert

2 weeks ago

Singapore beBeeExpertise Full time

Insurance Expert

Job Summary:

A prestigious insurance broker seeks an Insurance Expert to handle policy anniversary dates, curate annual review packs, and provide professional advice on liquidity planning and insurance needs.

Key Responsibilities:

  • Record and track policy anniversary dates, conducting regular reviews of insurance policies.
  • Curate Annual Policy Review Packs.
  • Provide high-quality advice to clients on their liquidity planning and insurance needs.
  • Work closely with the policy in force team to ensure consistency and accuracy of policy information.
  • Maintain compliance with regulatory requirements and industry standards.

Requirements:

  • Bachelor's degree in banking and finance.
  • Minimum 3 years of experience in banking and financial services.
  • Strong understanding and analysis of policy statements and information.
  • Excellent communication and interpersonal skills.

About This Role:

This is a challenging yet rewarding position for a highly skilled Insurance Expert. If you have a passion for delivering exceptional customer service and a keen eye for detail, we encourage you to apply.

What We Offer:

We offer a dynamic and supportive work environment, opportunities for career growth and development, and a competitive salary and benefits package.