Head of Private Advisory

14 hours ago

Singapore EXPAT INSURANCE PTE. LTD. Full time

**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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