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HNW Insurance Broker

Non-disclosed Singapore
Posted 1 day ago Permanent Competitive

Responsibilities:

  • Develop and maintain strong relationships with high net worth clients understanding their unique insurance needs and risk profiles.
  • Assess client needs and provide tailored insurance solutions, including but not limited to wealth planning, health planning, and legacy planning.
  • Proactively manage and service existing client accounts, ensuring timely renewals, policy adjustments, and claims support.
  • Identify and pursue new business opportunities within the high net worth market.
  • Collaborate with underwriters and insurance carriers to negotiate terms and secure the best coverage options for clients.
  • Stay informed about industry trends, market conditions, and regulatory changes to provide clients with informed advice and updates.
  • Conduct regular reviews of client portfolios to ensure comprehensive coverage and address any emerging risks.
  • Prepare and present detailed insurance proposals and reports to clients.
  • Provide exceptional customer service, responding promptly to client inquiries and concerns.
  • Attend networking events, industry conferences, and client meetings to promote the company’s services and expand the client base.

Requirements:

  • Bachelor’s degree in Business, Finance, Insurance, or a related field.
  • A minimum of 3-10 years of experience of sales broker in retail / HNW insurance brokerage or RM with the banks in the preferred / priority platform
  • Strong negotiation and communication skills.
  • Proven track record of building and maintaining client relationships.
  • Ability to analyze complex risk profiles and design customized insurance solutions.
  • High level of integrity, professionalism, and confidentiality.

EA License Number: 23C1935 | EA Personnel Number: R1551292

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