Sales & Quotations Executive

ALL INS AGENCY PTE LTD; Singapore; On-site; SGD 50,000 - 90,000; Full time

Job summary

ALL INS AGENCY PTE LTD in Singapore is seeking a customer-focused insurance professional to drive new business, manage renewals, and deliver high-quality service across General Insurance, including Commercial Motor, Private Motor and Personal Lines.

The role involves understanding client needs, recommending suitable solutions, negotiating with insurers, issuing policies, handling renewals and claims, and maintaining strong relationships to support growth and retention.

Responsibilities

• Identify and pursue new business opportunities through outreach, referrals, and leads
• Understand customers’ insurance needs and recommend suitable solutions
• Drive new policy issuance and placements efficiently and accurately
• Support up-selling and cross-selling initiatives where appropriate
• Prepare accurate insurance quotations and proposals for customers
• Manage policy renewals, endorsements and cancellations to ensure continuous coverage
• Negotiate with insurers and underwriters to secure competitive terms and coverage
• Ensure timely processing of policy issuance and updates
• Build and maintain strong, long-term relationships with customers
• Respond to customer enquiries via email and phone in a timely and professional manner
• Provide ongoing support and ensure a positive customer experience
• Assist with claims matters and coordinate with insurers for smooth resolution
• Provide updates on policy status, renewals and claims
• Prepare and process policy documents, renewals, cancellations and endorsements with accuracy
• Update transactions and maintain accurate records in the Success system
• Ensure proper documentation and compliance with company and regulatory requirements
• Compile and prepare reports on accounts, renewals and claims (when required)
• Provide general administrative support and assist with ad-hoc duties (when required)

Job description

Role Summary

This role is responsible for driving new business, managing renewals, and delivering high-quality customer service across General Insurance, including Commercial Motor, Private Motor and Personal Lines. It involves understanding customer needs, recommending suitable solutions, negotiating with insurers, maintaining strong relationships to achieve business growth, customer retention and service excellence.

Key Responsibilities

1. New Business & Sales

• Identify and pursue new business opportunities through outreach, referrals, and leads

• Understand customers’ insurance needs and recommend suitable solutions

• Drive new policy issuance and placements efficiently and accurately

• Support up-selling and cross-selling initiatives where appropriate

2. Quotations, Renewals & Policy Management

• Prepare accurate insurance quotations and proposals for customers

• Manage policy renewals, endorsements and cancellations to ensure continuous coverage

• Negotiate with insurers and underwriters to secure competitive terms and coverage

• Ensure timely processing of policy issuance and updates

3. Customer Service & Claims Support

• Build and maintain strong, long-term relationships with customers

• Respond to customer enquiries via email and phone in a timely and professional manner

• Provide ongoing support and ensure a positive customer experience

• Assist with claims matters and coordinate with insurers for smooth resolution

• Provide updates on policy status, renewals and claims

4. Sales Support & Administration

• Prepare and process policy documents, renewals, cancellations and endorsements with accuracy

• Update transactions and maintain accurate records in the Success system

• Ensure proper documentation and compliance with company and regulatory requirements

• Compile and prepare reports on accounts, renewals and claims (when required)

• Provide general administrative support and assist with ad-hoc duties (when required)

5. Additional Responsibilities

Perform any other duties or projects assigned by management from time to time

Candidates with BCP, CGI, or PGI certifications would have added advantage.