
Insurance Sales Support & Servicing Executive
Havend is a new startup specialising in insurance planning, with a rich heritage of providing professional financial advice, where clients' interest comes first. We are looking for self-driven and passionate individuals to join us as an Experience Specialist to constantly deliver exceptional experience to clients througout their journeys with us.
Responsibilities
- Provide an excellent client experience at initial contact and act as a liaison between them and the Insurance Specialists
- Ensure smooth transition from initial contact to formal insurance advisory services, which include assisting in fact-finding and scheduling
- Articulate insurance concepts in a clear manner, tailoring communication to the client's level of understanding and financial literacy
- Nurturing leads and addressing clients' inquiries in a timely and professional manner
- Work closely with Insurance Specialists and Operations to provide holistic support in insurance advisory process
- Support in insurance policy servicing
- Ensure timely follow up and service delivery
- Liaise with insurers pertaining to client's policy administration
- Support in other duties as assigned
Requirements
To be successful in this position, you will be someone who:
- Is passionate about client experience and solving clients' concerns
- Possesses a good understanding of insurance products and services is preferred
- Is driven, tenacious and possesses a strong sense of work ethics
- Has excellent interpersonal and communication skills to listen and talk to clients
- Has a diploma in any discipline
- Has prior working experience in a similar role would be an advantage
Havend is a new startup specialising in insurance planning, with a rich heritage of providing professional financial advice, where clients' interest comes first. We are looking for self-driven and passionate individuals to join us as an Experience Specialist to constantly deliver exceptional experience to clients througout their journeys with us.
Responsibilities
- Provide an excellent client experience at initial contact and act as a liaison between them and the Insurance Specialists
- Ensure smooth transition from initial contact to formal insurance advisory services, which include assisting in fact-finding and scheduling
- Articulate insurance concepts in a clear manner, tailoring communication to the client's level of understanding and financial literacy
- Nurturing leads and addressing clients' inquiries in a timely and professional manner
- Work closely with Insurance Specialists and Operations to provide holistic support in insurance advisory process
- Support in insurance policy servicing
- Ensure timely follow up and service delivery
- Liaise with insurers pertaining to client's policy administration
- Support in other duties as assigned
Requirements
To be successful in this position, you will be someone who:
- Is passionate about client experience and solving clients' concerns
- Possesses a good understanding of insurance products and services is preferred
- Is driven, tenacious and possesses a strong sense of work ethics
- Has excellent interpersonal and communication skills to listen and talk to clients
- Has a diploma in any discipline
- Has prior working experience in a similar role would be an advantage