Insurance Solutions Specialist

AUTOESTATE PRIVATE LIMITED; Singapore; On-site; SGD 45,000 - 65,000; Full time

Job summary

A prominent insurance company in Singapore is looking for a professional to analyze policies, provide customer service, and manage relationships. This role involves assessing insurance applications, processing various policy changes, and addressing client inquiries. Candidates should possess strong communication skills and have an understanding of financial needs to recommend suitable protection plans. The position offers the opportunity to engage in sales and marketing activities to foster business growth.

Responsibilities

• Evaluating insurance applications and determining eligibility, coverage, and associated risks.
• Processing new policies, renewals, extensions, and cancellations.
• Addressing client inquiries, resolving issues, and providing support throughout the policy lifecycle.
• Building and maintaining professional relationships with clients and insurers.
• Generating leads, making calls, and potentially assisting with marketing campaigns.
• Conducting assessments to understand a client's financial situation.

Job description

Key Responsibilities

• Policy Analysis and Risk Assessment:Evaluating insurance applications and determining eligibility, coverage, and associated risks.
• Policy Management:Processing new policies, renewals, extensions, and cancellations, and issuing necessary documentation.
• Customer Service:Addressing client inquiries, resolving issues, and providing support throughout the policy lifecycle.
• Relationship Management:Building and maintaining professional relationships with clients and insurers to ensure smooth operations and client satisfaction.
• Sales and Marketing:Generating leads, making calls, and potentially assisting with marketing campaigns to sell insurance products.
• Financial Needs Analysis:Conducting assessments to understand a client's financial situation and recommending suitable insurance and protection plans.