Back to jobs

Insurance Policy Servicing Consultant (HNW)

Job description

Our client, a leading insurance broker in Singapore is looking for candidates to join their expanding business as a Policy Servicing Consultant.

Key Responsibilities:

  • Responsible for conducting annual reviews and policy servicing of existing policies with HNW clients by collaborating with private bankers to review and analyse in-force policies.
  • Support and improve company policy servicing objectives by contributing customer feedback and recommendations to support the overall strategic plans and reviews of the business.
  • Build and foster rapport with market heads/team leaders in order to drive referral opportunities with HNW clients.
  • Work closely with the private bankers and wealth planners to understand the HNW clients' profiles, needs and expectations to provide appropriate advice/recommendations on life and personal lines solutions.
  • Ensure compliance with regulatory requirements and operational procedures/processes.

The ideal candidate will possess the following:

  • Diploma / Degree with at least 5 years of working experience in the banking / insurance industry.
  • Performance driven, results focused and proven track records in Universal Life and other Life insurance solutions will be an added advantage
  • Good understanding of insurance products.

Interested candidates are invited to submit your resume to

Due to the volume of applications received, we regret to inform you that only shortlisted candidates will be notified.

Data provided is for recruitment purposes only.

Business Registration Number: 200611680D

License Number: 10C5117

EA Personal Registration Number: R22107677

If this job isn't quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer SGD1,000 or SGD350 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply.