Insurance Client Renewal & Retention Specialist

PACIFIC PRIME INSURANCE BROKERS SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

Pacific Prime Insurance Brokers Singapore Pte. Ltd. is seeking a renewal-focused professional to ensure timely renewal notices and accurate policy allocations via the Renewal CRM.

You will follow up with clients to confirm receipt of renewal documents and ensure timely processing of renewals. The role involves offering alternatives to clients, explaining the pros and cons of changing providers, expediting issue resolution, and coordinating with Administration to complete renewals, applications

Qualifications

• Must hold BCP, PGI, ComGI and HI licensing for Singapore insurance.
• Proactive, service-oriented and results-driven with excellent communication.
• Strong interpersonal skills and adherence to procedures.

Responsibilities

• Issue renewal notices to clients in a timely manner.
• Use Renewal CRM to manage policy allocations.
• Follow up with clients to ensure receipt of renewal documents and timely renewal.
• Offer alternatives to clients, explaining pros and cons of changing providers.
• Expedite resolution of client problems and complaints.
• Coordinate with Administration for renewals, applications and payments.
• Organize midterm campaigns to generate referrals for assigned clients.
• Maintain knowledge of Outlook, Yellow Sheets, CRM, MO and other tools.
• Build knowledge of insurance products and services and compare advantages and selling points.
• Coordinate with New Business, Corporate and Claims teams when required.

Skills

Proactive attitude

Sales driven

Communication skills

Education

BCP/PGI/ComGI/HI licensing

Tools

Outlook

CRM

MO

Yellow Sheets

Job description

Pacific Prime Insurance Brokers Singapore Pte. Ltd. is seeking a renewal-focused professional to ensure timely renewal notices and accurate policy allocations via the Renewal CRM.

You will follow up with clients to confirm receipt of renewal documents and ensure timely processing of renewals. The role involves offering alternatives to clients, explaining the pros and cons of changing providers, expediting issue resolution, and coordinating with Administration to complete renewals, applications