Client Relationship Manager

4 days ago

Singapur, Singapore Poni Insurtech Full time
Overview

Poni Singapore Headquartered in Singapore, Poni Insurtech (“Poni”) is the international arm of Huize (NASDAQ: HUIZ), a leading insurance technology platform connecting consumers, insurance carriers and distribution partners digitally through data-driven and AI-powered solutions in Asia. With over 18 years of operating track record, the group currently has a presence in five markets including China, Hong Kong, Vietnam, Singapore and Philippines, having facilitated over USD 4 billion of GWP and served over 10 million insurance customers to date.

As a Client Relationship Manager , you will be the key point of contact for customers seeking insurance products. You will assist customers in understanding their options, provide insurance comparison quotes, and guide them through the purchase journey to ensure a smooth and satisfying experience.

What We Offer
  • Job Types: Office based role. Full time corporate staff.
  • Basic salary, CPF and performance bonuses.
  • Structured training program.
  • Employee welfare, health insurance and corporate medical benefits.
Key Responsibilities
  • Respond promptly and professionally to customer enquiries via phone, email, and online platforms.
  • Understand customer needs and provide appropriate insurance product comparisons and quotes.
  • Assist customers through the end-to-end purchase process, from quotation to policy issuance.
  • Follow up with customers to ensure completion of applications and address any concerns.
  • Liaise with insurers and internal teams to clarify product details, underwriting requirements, or application status.
  • Maintain accurate records of customer interactions and ensure timely follow-ups.
  • Provide post-sale support, such as policy document clarification or endorsement requests.
  • Deliver excellent customer service and build long-term customer relationships.
  • Ability to communicate and cooperate with internal and external stakeholders to enhance overall service efficiency and customer satisfaction.
Requirements / Qualifications
  • CMFAS Certificate in General Insurance (BCP, PGI, CGI).
  • CMFAS Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A).
  • 1 year and above of insurance sales experience.
  • Minimum 21 years old.
Soft Skills
  • Customer oriented, sharp mind and superior communication skills.
  • Hungry with a high sense of urgency.
  • Ability to perform in a fast-paced and growth-charged startup environment.
  • Passionate about Financial Wellness, FinTech and InsurTech.
  • Being bilingual is a bonus.
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Business Development
Industries
  • Insurance and Insurance Agencies and Brokerages
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