Posting ID: 136909401

Gates Human Resources Pte Ltd

Broking Exe/Insurance Brokage Firm/Central/5days

Our established client, an insurance brokage firm is Urgently seeking for suitable candidates to join them as a BROKING EXECUTIVE

Roles & Responsibilities of a Snr Broking Executive/Broking Executive

Broking and Servicing

• Market company’s products and services
• Attend to phone enquiries, faxes, letters etc from clients/potential clients regarding their insurance needs
• Source quotations from various insurers and negotiate for most competitive quotes before giving them to clients
• Prepare tender reports as and when required
• Meet up with clients or insurers, if necessary
• Do presentations when necessary or requested by clients
• Send renewal notices to clients in advance and follow up on renewal
• Attend to all customer complaint or any services non-conformance
• Initiate necessary corrective and preventive action to rectify any service non-conformance

• Prepare and send covering letters, billings, premium closings, cover notes, slips and other relevant documents
• Register new clients, as required
• Create policy and correspondence file
• Photocopy, sort and file documents eg. Cover notes, bills, slips, premium closings, correspondences, insurer’s policies and tax invoices etc
• Check insurers’ policies and tax invoices
• Generate stewardship report as part of the follow-up service with the client
• Perform all the appropriate process control checks

• Advise clients in event of claims
• Report claims to insurers
• Update claims register
• Create claims files
• Update the activity report of claims
• Follow up with clients on submission of claims documents
• Follow up with insurers for settlement of claims

• Check and send monthly statements of accounts to clients
• Ensure prompt payment from clients

• Attend brain storming meetings
• Perform any other task as assigned by the Director and Managers
• General supervision of a team of executives and administrative staff
• Chair monthly team meetings
• For Senior Broking Executives only

Preferably someone with ‘A’ levels or above. Must have CGI (Certificate in General Insurance). Having M5, M9, ACII or ANZII will be an added advantage.

Must be a matured individual and a good team player with a high level of drive, initiative and good interaction skills.

Must have a good working attitude and be able to work independently and fast, even under pressure

Must be result and service oriented to develop and secure new business opportunities, penetrating into new corporate accounts and ensuring customer satisfaction.

Have good presentation and communication skills.

Knowledge and experience in email and software like MS Office, MS Scheduler.

Interested applicants, please apply online below with your updated CV/Resume in MS WORD DOC with CURRENT and EXPECTED salary.