What the day will look like
- Develop strong client relationship and understand the needs of clients on employee benefits and ensure placement with clients selected insurer/program
- Understand and stay current on each client's business situation, strategy and HR, risk and finance needs and upsell/cross-sell product that are suitable for their needs
- Stay abreast with the insurance markets development
- Conduct Pre-renewal and/or renewals meetings with clients
- Ensure renewal terms obtained are far and competitive by reviewing renewal terms and analysis of claims data
- Preparation of renewal documents such as renewal proposal, claim analysis, benchmarking exercise, communication decks, handbooks
- Conduct communication sessions on the benefits program to employees as well as to any partners who need to understand the program
- Handling of enquiries from both HR and employees
- Be responsible for any follow up on the employee movement and underwriting requirements for the accounts assigned
- Ensure prompt premium payment from accounts that are assigned
Skills and experience that will lead to success
- Degree or Diploma from a recognised university or polytechnic
- Minimum regulatory requirements (BCP, PGI. CommGI, HI, M5, M9) for registration as Broking and FA rep with MAS
- 2 to 5 years in the related experience
- Leadership skills required to manage teams
- Analytical, critical thinking and decision making
- Effective collaboration across departments and organization
- Ability to work under pressure and manage deadlines
- Positive, influencing and willing to embrace change
- Alignment to departmental and organizational vision and goals
- Self-directed growth and development
- Strong interpersonal and presentation skills will be an advantage
- Good skills on MS systems including Word, Excel, Powerpoint required
