Insurance Broking Executive
6 days ago
**Responsibilities**:
1. Liaise with clients to understand their insurance requirements.
2. Provide timely advice on available solutions from the market and advice clients on the coverage, product features and limits on the plans on offer.
3. Obtain relevant underwriting and claims information from clients and to be an effective intermediary between clients and our insurer partners.
4. Check policies, endorsements and invoices for accuracy before transmission to clients.
5. Prepare documentation such as quotation, proposal and placement slips, cover note and covering letters.
6. Assist in the preparation of reports, proposals and presentation to clients.
7. Keep up-to-date and accurate records of existing policy transactions.
8. For motor fleet business, to practice an effective system of tracking vehicle movement that consists of new registrations, additions and delections.
9. Work with the Finance team to follow up on outstanding premiums.
10. Support the Claims team to manage clients' claims with high service levels.
**Requirements**:
1. Diploma/degree with insurance qualifications BCP, PGI and ComGI
2. Minimum 3 years experience in the General Insurance industry.
3. Experience in handling motor insurance in a broking environment an advantage
4. Proficient with MS Word, PowerPoint and Excel.
5. Customer-oriented, meticulous, keen to learn and a team player
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