Senior Insurance Solutions Specialist

HAVEND PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading insurance planning firm in Singapore is looking for a Solutions Specialist to develop insurance planning frameworks and provide evidence-based guidance to clients. This role involves conducting market research, enhancing proprietary tools, and delivering training to the Insurance Specialist team. The ideal candidate will have a bachelor's degree in a relevant field and be proficient in Microsoft Excel. Additional knowledge of insurance solutions and Python for data analysis is advantageous. Join us in elevating insurance advisory standards.

Qualifications

• Good bachelor's degree, preferably in Finance, Engineering or a related discipline.
• Comfortable with change and ambiguity; adaptable and resourceful.
• Exhibits a strong sense of professional pride, ownership and follow-through.

Responsibilities

• Build insurance planning frameworks and thought leadership.
• Conduct deep research on market trends and their implications.
• Perform product due diligence and benchmarking.

Skills

Proficient in Microsoft Excel

Empirical, evidence-based research

Analytical and detail-oriented

Team player

Strong work ethic

Education

Bachelor's degree in Finance, Engineering or related discipline

Tools

Python for data scraping and analysis

Job description

Havend is actively looking for a Solutions Specialist to build our insurance planning frameworks and thought leadership. You will play a key role in building upon Havend's philosophy on protection, retirement and legacy planning, translating evidence-based research into practical guidance, tools and training that empower our Insurance Specialists to deliver independent, comprehensive advice to clients. You will also play a crucial role in elevating the standards for product due diligence and suitability rigor and develop practitioner-grade content that sharpens best practice standards in insurance advisory.

The main functions of this exciting position include but are not limited to the following:

Research and frameworks

• Deepen Havend's philosophy, frameworks and methodologies for insurance planning
• Conduct deep research on market trends, regulations, consumers' behaviour and their implications for comprehensive protection planning
• Develop adjacent domains, including retirement and legacy planning practices and methodologies

Product evaluation and governance

• Perform product due diligence and benchmarking (features and value)
• Conduct fit-and-proper assessments to curate products suitable for recommendation

Tools, training and enablement

• Maintain and enhance Havend's proprietary planning tools, reports and templates
• Deliver training and coaching as the subject matter expert to upskill the Insurance Specialist team

Thought leadership and content

• Produce content in writing to advance Havend's thought leadership
• Contribute to social media and media commentary

Requirements

To succeed in this role, you will be someone who:

• Has a good bachelor's degree, preferably in Finance, Engineering or a related discipline
• Is proficient in Microsoft Excel
• Is passionate in empirical, evidence-based research and framework development
• Is analytical and detail-oriented with a growth
• Is comfortable with change and ambiguity; adaptable and resourceful
• Exhibits a strong sense of professional pride, ownership and follow-through
• Is a strong team player
• Is tenacious and possesses a strong work ethic

The following would be added advanatages:

• Working knowledge of insurance solutions, product structures and evaluation methods
• Basic use of python for data scraping and analysis work