Policy Servicing Consultant

AMBITION GROUP SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An international insurance broker in Singapore is seeking a Policy Servicing Consultant to enhance client relationships and manage policy servicing for high-net-worth clients. The ideal candidate has a Bachelor's degree and extensive experience in the private banking or insurance sector. Strong communication, negotiation skills, and proven sales track records in life insurance products are essential for success in this role.

Qualifications

• Minimum of 5-6 years' experience in private banking or insurance industry.
• Proven sales track record in promoting Universal Life or other life insurance products.
• Ability to collaborate with banks and understand client needs.

Responsibilities

• Conduct annual reviews and policy servicing for existing policies.
• Develop strategies for cross-sell and up-sell opportunities.
• Ensure compliance with regulatory requirements.

Skills

Detail-oriented

Interpersonal skills

Excellent communication

Negotiation

Education

Bachelor's degree

Job description

Our client, a leading international insurance broker, is looking for experienced Policy Servicing Consultant to join their expanding team.

Key Responsibilities

• Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with private bankers to review and analyze in-force policies.
• Drive revenue flows by developing strategies to create cross-sell and up-sell opportunities with current book of clients to achieve both revenue and review completion targets.
• Support and improve firm’s policy servicing objectives by contributing customer feedback and recommendations to support the overall strategic plans and reviews of the business.
• Build and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clients.
• Work closely with the private bankers and wealth planners to understand the HNW clients’ profiles, needs and expectations in order to provide appropriate advices/recommendations on life and personal lines solutions.
• Ensure compliance with regulatory requirements and operational procedures/processes

The ideal candidate will possess the following

• Bachelor’s degree
• At least 5-6 years’ experience in private banking / insurance industry as a junior Relationship Manager / Assistant Relationship Manager / Insurance Specialist in the High‑Net‑Worth segment
• Proven sales track records in promoting Universal Life and/or other life insurance products.
• Detail‑minded, well‑organized and high level of accuracy.
• A team player that possesses good interpersonal skills with excellent communication and negotiation proficiencies.

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to [e-mail]. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.