[ Job ID: 1175053 ]
Responsibilities:
- Using digital tools to quote Employee Benefits insurance that comes through our online portal
- Be the project manager taking charge of the clients insurance renewal process (Both Portfolio & Experience-rated Plans)
- Building good rapport with insurers so as to secure the best deals for our clients
- Liaising with clients and insurers on policies renewal & new business placement (Both Portfolio & Experience-rated Plans)
- Be involved in ad-hoc projects to improve the quotation process through the utilization of technology
- Follow up and be in-charge of sourcing for new quotations and presenting them to prospects in assigned portfolio
- Cleaning up renewal member listing provided by the client and reconciling them against our / insurer's records
- Doing Premium & Benefits Comparison by analysing the data obtained to propose solutions to clients
- Answering product-related enquiries from the clients and providing solutions to their issues
- Conducting Benefits Presentation session
- Monthly reporting of the new business's conversion rate and policy renewal's retention rate
Requirements:
- At least a Diploma in any discipline
- BCP, PGI, ComGI, & HI certifications preferred
- Minimum 1.5 years of relevant experience in Employee Benefits either as Broker Support / Broker in Broking firm or Insurance Company or as a General Insurance Broker
- Tech Savviness, and Proficiency in MS Office Suite i.e. MS Excel (Pivot Table & V-Lookup), Powerpoint, Word
- Meticulous to deal with sensitive data, analyse the underwriting information to propose solutions to clients
- Fast Learner (to pick up the systems and processes within the first 3 months)
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
