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A leading financial advisory firm is seeking a dedicated professional to manage client inquiries and liaise with insurers regarding policy coverage. The ideal candidate will have relevant certifications and experience in Employee Benefits Plans, demonstrating strong communication and administrative skills. This role requires meticulous attention to detail and the ability to work independently while being a team player.
Job Responsibilities:
Respond to clients' enquiries promptly relating to policy coverage via phone calls or emails
Liaise with insurers to obtain quotations, renewals, policy changes and update of members
Manage and track new business and renewals
Provide appropriate recommendations to the clients based on the existing policy coverage and client's requirements
Reconcile the statement of account from various insurers
Provide bi-weekly business production report
Requirements:
Must possess BCP, PGI and CGI certifications
At least 1 year experience in Employee Benefits Plans
Highly proficient in Excel, like to handle spreadsheets
Detailed and meticulous
Good administrative skills
Able to work independently as well as a good team player
Good communication and interpersonal skills
Good in spoken and written English
If you think you have what it takes to excel in the above position, please apply now. Only shortlisted candidates will be notified.