Assistant Manager, Insurance Broker (Employee Benefits)

Purpose of Job

We are looking for talent who manages day-to-day servicing of Employee Benefits accounts, including renewals, develops business relationships with clients, review coverage terms, conditions, and pricing on new and renewal accounts for corporate clients.

Key Responsibilities / Accountabilities

• Maintain relationships with clients, understanding their insurance needs.
• Review client policies, documentation, and marketing presentation, analyse and identify scope of cover required and check adequacy of existing cover.
• Follow up with insurers on policy documents, notify insurer of any discrepancies, and amendment.
• Respond to incoming enquiries from clients, insurers and third parties.
• Ensure quotations, memorandum of insurance, and billings are correct and complete.
• Follow up with clients on premiums collection and address premium warranty due date.
• Assist in renewal process, preparation of submission and the gathering of information
• Process of slips, quotes, indications, and endorsements duties.
• Review client's claim status and assist in handling claims where necessary.

Knowledge and Experience and Skill

• Diploma or bachelor's degree in insurance, economics, business management or related disciplines.
• Minimum 5 years working experience in similar field.
• Possess relevant knowledge of the principles of Insurance will be preferable.
• Able to communicate effectively both orally and written in English.
• Computer skills (Microsoft Excel, Word, and Power Point)
• Interpersonal skills and client relationship capabilities.
• Ability to work effectively within a team.