Client Servicing Executive

PONI FINANCIAL ADVISORY PTE. LTD.; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Client Servicing Executive who will be the key point of contact for customers seeking insurance products. The role involves assisting customers in understanding their options and ensuring a smooth purchase journey. Candidates should have CMFAS certifications and at least one year of insurance sales experience. Benefits include a structured training program and performance bonuses.

Benefits

Basic salary

CPF and performance bonuses

Health insurance and corporate medical benefits

Qualifications

• 1 year and above of insurance sales experience.
• Minimum 21 years old.

Responsibilities

• Respond promptly to customer enquiries via phone and email.
• Assist customers through the purchase process.
• Maintain accurate records of customer interactions.

Skills

Customer oriented

Superior communication skills

Ability to perform in a fast-paced environment

Education

CMFAS Certification in Life and Health Insurance

CMFAS Certificate in General Insurance

Job description

As a Client Servicing Executive, 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 Certification in Life and Health Insurance (M5, HI, M9, M9A, M8, M8A).
• CMFAS Certificate in General Insurance (BCP, PGI, CGI).
• 1 year and above of insurance sales experience.
• Minimum 21 yrs 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.