Assistant Relationship Manager (HNW Insurance Broker)

Company : Ethos Beathchapman

Job Type : Full Time

Singapore

Job Description - Assistant Relationship Manager (HNW Insurance Broker)

The client is a HNW insurance broker firm.

Job responsibilities

Prepare presentation decks for sales team usage for client engagement
Assist in gathering relevant information and documentation from clients and relevant stakeholders.
Maintain service standards to develop and improve customer satisfaction and retention
Ensure that all customer requests are handled in a timely and consistent manner
Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
Support sales team to provide excellent service to high net-worth clients to achieve client retention
Partner customer, Business Support and service providers to ensure timely transaction processing and service delivery of customers requirements and enquiries
Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
Support follow-up and meeting scheduling with prospective and existing clients and partners.

Skills and requirements

Diploma in Business Administration, Finance, Marketing, or related field.
At least 3–4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
Strong organizational and time-management skills; able to multitask with minimal supervision
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Excellent written and verbal communication skills
Customer-focused with strong interpersonal and teamwork skills

Only shortlisted candidates will be responded to, therefore if you do not receive a response within 14 days please accept this as notification that you have not been shortlisted.

CW
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112

Original job Assistant Relationship Manager (HNW Insurance Broker) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.

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Assistant Relationship Manager (HNW Insurance Broker)

Job Description - Assistant Relationship Manager (HNW Insurance Broker)

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