Insurance Specialist

Cornerstone Advisers Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading insurance consultancy in Singapore is seeking an insurance consultant to evaluate clients' needs, manage accounts, and build strong relationships with clients and providers. Responsibilities include assessing financial situations, negotiating policies, and providing claims assistance. This position offers a dynamic work environment and opportunities for professional growth.

Responsibilities

• Evaluate a client's risk profile and financial situation to understand their unique insurance needs.
• Research and explain various insurance policies, terms, and conditions to clients.
• Negotiate with insurance companies to obtain the most suitable coverage and premium rates for clients.
• Create customized insurance packages and solutions tailored to a client's specific requirements.
• Manage client accounts, including handling policy renewals, changes, and administrative tasks.
• Support clients through the claims process.
• Build and maintain strong, long-term relationships with both clients and insurance providers.
• Stay up-to-date on industry trends, changes in regulations, and new insurance products.

Job description

Responsibilities

• Client Needs Assessment: Evaluate a client's risk profile and financial situation to understand their unique insurance needs.
• Policy & Product Knowledge: Research and explain various insurance policies, terms, and conditions to clients.
• Negotiation: Negotiate with insurance companies to obtain the most suitable coverage and premium rates for clients.
• Customization: Create customized insurance packages and solutions tailored to a client's specific requirements.
• Account Management: Manage client accounts, including handling policy renewals, changes, and administrative tasks.
• Claims Assistance: Support clients through the claims process.
• Relationship Management: Build and maintain strong, long‑term relationships with both clients and insurance providers.
• Industry Monitoring: Stay up‑to‑date on industry trends, changes in regulations, and new insurance products.