Insurance Specialist

CORNERSTONE ADVISERS PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading company in the insurance sector is seeking an individual to manage policy analysis, customer service, and relationship management. This role is critical in ensuring customer satisfaction and the effective processing of insurance applications. Candidates should possess a solid understanding of insurance products and regulations, along with strong customer service skills.

Qualifications

• Experience in insurance policy management and analysis.
• Strong understanding of insurance products and regulations.
• Ability to conduct financial needs assessments.

Responsibilities

• Evaluate insurance applications and determine eligibility.
• Address customer inquiries and provide support.
• Conduct financial needs analysis and assist in sales.

Skills

Policy Analysis

Risk Assessment

Customer Service

Financial Analysis

Relationship Management

Job description

Core Responsibilities:

• Policy Analysis and Risk Assessment: Evaluate insurance applications, analyze risk factors, and determine eligibility and coverage options.
• Policy Management: Process applications, renewals, extensions, and cancellations, and issue related documents.
• Customer Service: Address customer inquiries, resolve issues, and provide support.
• Understanding Insurance Products and Regulations: Stay informed about different insurance products, coverage options, and relevant regulations.
• Sales and Marketing: May assist with marketing campaigns and make telemarketing calls to generate leads.
• Financial Analysis and Needs Assessment: Conduct financial needs analysis and offer insurance/protection discussions.
• Relationship Management: Build strong relationships with customers and internal stakeholders.