[Job ID - 445092]
- CMFAS certificates (to be) required: ComGI, BCP, PGI
- Insurance Brokerage firm
- Business clients
Responsibilities:
- Client management: Providing insurance broking advice (understand their needs) and insurance placement for clients
- Insurance processing: Obtaining relevant underwriting information, to underwriters for quotation and terms
- Reviewing rates, terms and conditions of quoted insurances and advising clients accordingly
- Documentation: Preparation of various relevant documents required for insurance placement including quotation slips, placement slips, schedules and calculations, cover notes, endorsements, addenda to cover notes, and closing slips
- Submitting relevant documentation to the Administrative Assistants to ensure that required documents are sent out to insurers and clients
- Monitoring respective clients' statement of accounts regularly and ensuring that any outstanding payments are collected from client
- Reviewing the list of renewal business and ensuring that necessary action is taken to renew clients' expiring policies where applicable and necessary
Requirements:
- Candidate without experience is welcomed to apply
- Obtained at least a Polytechnic Diploma and above
- Candidates with prior working experience as RM or FA will have an added advantage
- It will be advantageous to have obtained CMFAS GI certificates: BCP, PGI, ComGi
- Proficiency in Mandarin to liaise with Mandarin-speaking stakeholders
Candidates who are interested, kindly click "Apply" or drop an email with your CV to [email protected]
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.
EA Personnel Name: Yap Zia Xin
EA Personnel Reg. No.: R22109263
EA Licence No.: 07C5771
