120 Insurance Specialist jobs in Singapore
Insurance Specialist
Posted 6 days ago
Job Viewed
Job Description
The candidate will contribute to our mission by ensuring compliant, client-centric insurance advice that aligns with both Manulife's standards and our partner bank's expectations. This opportunity provides exposure to a prestigious banking environment, international client engagement, and the chance to influence wealth planning strategies at the highest level.
**Position Responsibilities:**
+ Conduct joint appointments with RMs to meet customers, understand their needs and provide advice on suitable insurance solutions
+ Support the entire insurance application fulfilment process, follow up on underwriting requirements and facilitate a smooth onboarding journey
+ Conduct subsequent reviews with clients to ensure their evolving needs are met
+ Conduct regular updates, training & engagement to private bankers so that they are familiar with concepts of insurance as a part of wealth planning, as well as the main attributes of the products and their applications
+ Respond to RM and customer's insurance related queries promptly
+ Prepare client presentation material with the support of admin team.
+ Work with RMs & admin team to provide after sales services to clients.
+ Attend client engagement events locally & overseas
+ Conduct presentations at client events
+ Ensure that the advisory process is fully compliant with Manulife's guidelines as well as the requirements of our private bank partner
**Requirements**
+ Degree Holder with at least 10 years of related experience marketing insurance products to HNWI preferably within the banking industry
+ Established track record in marketing life insurance to HNWIs
+ Strong working & technical knowledge in HNW insurance and an in depth understanding of underwriting and due diligence requirements
+ Travelling will be required
+ Possesses a positive mindset, is a motivated self-starter with the tenacity to succeed
+ Ability to establish rapport and good relationships with private bankers, clients and related stakeholders
+ Fluency in English & Mandarin. Ability to present, and conduct business in Mandarin
+ Possesses CMFAS qualifications
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido
Insurance Specialist
Posted today
Job Viewed
Job Description
* Basic Salary & Incentive Scheme
* AWS
* Medical, Dental & Insurance Benefits
Responsibilities:
- To handle counter, email and telephone enquiries for all classes of general insurance.
- To provide insurance quotations and process motor insurance applications, renewals, extension, cancellation and issuance of insurance documents for all general insurance products including requirements under GIAS.
- To monitor and follow up on all aspects of customer support in spoken/ written form.
- To carry out telemarketing calls and marketing campaigns when required.
- To cross-sell all classes of general insurance in spoken and written form.
- To carry out daily opening and closing procedures such as checking of transaction records, NETS and Credit Card terminals.
- To assist the Operations Executive in daily operations and any ad-hoc projects/ assignments.
- To ensure training hours under CPD requirements and to comply with all regulatory requirements by the relevant authorities.
- To undertake any other tasks assigned by superiors from time to time.
Requirements:
- Minimum 3 GCE 'O' Level credit passes or attained the Basic Competency Examination (BCE) Certificate.
- Attained Certificate in General Insurance (CGI) or BCP & PGI, ComGI would be advantageous.
- At least 1 year of work experience in a similar capacity would be preferred.
- Possess a courteous and helpful personality.
- Pro-active with a positive mindset.
- Passion in delivering customers' satisfaction.
- Experienced and matured workers in the insurance industry may also apply.
Insurance Specialist
Posted today
Job Viewed
Job Description
Qualifications
- Minimum Qualification should be graduation.
- Experience in Sales and relationship management.
- Experience in handling similar role in financial industry would be an advantage but not a pre-requisite.
- Strong communication and negotiation skills with the ability to influence customers.
- Strong orientation towards internal customer satisfaction and servicing.
- Candidate should be IRDA certified before commencing servicing / closure of leads.
Job Types: Full-time, Permanent
Benefits:
- Health insurance
Insurance Specialist
Posted today
Job Viewed
Job Description
Insurance Specialist (MNC | Career Progression)
This role offers a unique opportunity to enhance insurance offerings and organize marketing campaigns to grow product awareness and adoption.
Why Join Us?
- Career growth with clear progression opportunities
- Top MNC with strong industry reputation
- Exposure to cross-functional teams (Marketing, Finance, Insurance, Operations, etc)
- Attractive employee welfare & benefits
- Valuable networking opportunities
- Convenient shuttle bus provided
Job Description:
- Drive commercial performance and growth of all insurance offerings within the company's eco-system
- Coordinate marketing campaigns to ensure our insurance products are well-promoted and aligned with users or partners
- Assist in tracking sales, revenue, and sign up rate from customers on all insurance products
- Collect feedback and track campaign results for review on any insurance product
- Liaise with internal teams (product, legal, finance, operations) to align on insurance initiatives
- Manage relationships with external partners including insurers, brokers, and regulators
Requirements:
- Degree in Marketing, Finance, or any other related field
- At least 2-3 years of experience in insurance, fintech, finance, or other related field
- Proficiency in Excel, Google Sheets, Google Slides
- Knowledge of BI tools (e.g., Tableau, Power BI) is advantageous
EA Personnel Name: Leah Ho
EA Personnel No: R
EA LicenseNo: 04C3537
Insurance Specialist
Posted today
Job Viewed
Job Description
Key Responsibilities:
- Client Needs Assessment: Analyze a client's financial situation and risk profile to understand their insurance requirements.
- Product Knowledge & Recommendation: Advise clients on various insurance options and recommend policies that best meet their needs.
- Policy Negotiation: Negotiate with insurance companies to secure the best possible coverage and rates for clients.
- Account Management: Handle policy renewals, policy changes, and provide ongoing support to clients.
- Claims Assistance: Assist clients throughout the claims process, advocating for fair settlements.
- Market Monitoring: Stay informed about industry trends, changes in regulations, and new insurance products.
Required Skills:
- Sales and Negotiation: High-level negotiating skills are essential to secure favorable terms with insurers and effectively communicate options to clients.
- Communication & Interpersonal Skills: Excellent communication skills are needed to build relationships with clients and effectively explain complex insurance details.
- Analytical & Detail-Oriented: Ability to analyze client needs, assess risks, and pay close attention to policy details.
- Market & Product Knowledge: In-depth understanding of different types of insurance products and the broader insurance market.
- Relationship Building: Strong ability to build rapport with both clients and insurance companies.
Insurance Specialist
Posted today
Job Viewed
Job Description
Responsibilities:
- To handle counter, email and telephone enquiries for all classes of general insurance.
- To provide insurance quotations and process motor insurance applications, renewals, extension, cancellation and issuance of insurance documents for all general insurance products including requirements under GIAS.
- To monitor and follow up on all aspects of customer support in spoken/ written form.
- To carry out telemarketing calls and marketing campaigns when required.
- To cross-sell all classes of general insurance in spoken and written form.
- To carry out daily opening and closing procedures such as checking of transaction records, NETS and Credit Card terminals.
- To assist the Operations Executive in daily operations and any ad-hoc projects/ assignments.
- To ensure training hours under CPD requirements and to comply with all regulatory requirements by the relevant authorities.
- To undertake any other tasks assigned by superiors from time to time.
Requirements:
- Minimum 3 GCE 'O' Level credit passes or attained the Basic Competency Examination (BCE) Certificate.
- Attained Certificate in General Insurance (CGI) or BCP & PGI, ComGI would be advantageous.
- At least 1 year of work experience in a similar capacity would be preferred.
- Possess a courteous and helpful personality.
- Pro-active with a positive mindset.
- Passion in delivering customers' satisfaction.
- Experienced and matured workers in the insurance industry may also apply.
Insurance Specialist
Posted today
Job Viewed
Job Description
This role offers a unique opportunity to be seconded to our bank partner, where the successful candidate will engage directly with high-net-worth clients and relationship managers to deliver tailored insurance solutions as part of holistic wealth planning.
The candidate will contribute to our mission by ensuring compliant, client-centric insurance advice that aligns with both Manulife's standards and our partner bank's expectations. This opportunity provides exposure to a prestigious banking environment, international client engagement, and the chance to influence wealth planning strategies at the highest level.
Position Responsibilities:
- Conduct joint appointments with RMs to meet customers, understand their needs and provide advice on suitable insurance solutions
- Support the entire insurance application fulfilment process, follow up on underwriting requirements and facilitate a smooth onboarding journey
- Conduct subsequent reviews with clients to ensure their evolving needs are met
- Conduct regular updates, training & engagement to private bankers so that they are familiar with concepts of insurance as a part of wealth planning, as well as the main attributes of the products and their applications
- Respond to RM and customer's insurance related queries promptly
- Prepare client presentation material with the support of admin team.
- Work with RMs & admin team to provide after sales services to clients.
- Attend client engagement events locally & overseas
- Conduct presentations at client events
- Ensure that the advisory process is fully compliant with Manulife's guidelines as well as the requirements of our private bank partner
Requirements
- Degree Holder with at least 10 years of related experience marketing insurance products to HNWI preferably within the banking industry
- Established track record in marketing life insurance to HNWIs
- Strong working & technical knowledge in HNW insurance and an in depth understanding of underwriting and due diligence requirements
- Travelling will be required
- Possesses a positive mindset, is a motivated self-starter with the tenacity to succeed
- Ability to establish rapport and good relationships with private bankers, clients and related stakeholders
- Fluency in English & Mandarin. Ability to present, and conduct business in Mandarin
- Possesses CMFAS qualifications
When you join our team:
- We'll empower you to learn and grow the career you want.
- We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
- As part of our global team, we'll support you in shaping the future you want to see.
About Manulife and John Hancock
Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit .
Manulife is an Equal Opportunity Employer
At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.
It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact .
Working Arrangement
Hybrid
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Insurance Specialist
Posted today
Job Viewed
Job Description
The Role:
The role involves identifying client needs, explaining available coverage options, and recommending suitable plans. Advisors manage both inbound and outbound sales, build and maintain client relationships, and provide after-sales support to ensure customer satisfaction. They are also accountable for achieving sales targets, staying updated on industry regulations, and maintaining compliance with company policies.
Responsibilities:
You will acquire clients either at Lite (Road Show) OR Hybird
Actively develop new client relationships and prospect for new business opportunities.
Provide a financial advisory through offering wealth management solutions such as
insurance, investment
Build close long-term relationships/rapport with existing clients.
Conduct regular followup with existing and potential customers to assess their
financial needs
Requirements:
Min. Local Diploma/Degree required to take CFMAS certifications
Min 1 year of sales experience in any industry/ Financial sales industry
Registration No: R
EA License No: 12C6295
Insurance Specialist
Posted today
Job Viewed
Job Description
Our client, a leading foreign bank, is looking for a highly driven and experienced insurance specialist to join their expanding team.
Key Responsibilities:
- Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions
- Conduct regular training sessions, workshops, and case studies to enhance Relationship Managers' knowledge of insurance products, sales strategies, and process execution.
- Develop innovative ideas and actionable plans to drive sales activities and improve key financial metrics.
- Provide expert advisory services on Universal Life and other tailored Premier Bancassurance products.
- Offer comprehensive wealth solutions to clients, including retirement planning, endowment planning, and wealth accumulation strategies.
- Ensure strict adherence to all regulatory and compliance requirements as stipulated by the Bank and relevant external authorities.
Requirements: -
- Minimum 8 years of relevant sales experience within the banking industry.
- Possess valid and relevant insurance certifications.
- Proven track record in insurance sales, preferably within a bancassurance or wealth management environment
- Demonstrated success in serving high-net-worth (HNW) clients, with strong expertise in premier insurance solutions such as Universal Life.
- Strong understanding of insurance concepts and in-depth product knowledge.
- Excellent communication and interpersonal skills
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: D. License Number: 10C5117 EA Personal Registration Number: R
Insurance Specialist
Posted today
Job Viewed
Job Description
Our client, a leading foreign bank, is looking for a highly driven and experienced insurance specialist to join their expanding team.
Key Responsibilities:
- Collaborate closely with Relationship Managers to achieve targeted referral volumes and successful conversions
- Conduct regular training sessions, workshops, and case studies to enhance Relationship Managers' knowledge of insurance products, sales strategies, and process execution.
- Develop innovative ideas and actionable plans to drive sales activities and improve key financial metrics.
- Provide expert advisory services on Universal Life and other tailored Premier Bancassurance products.
- Offer comprehensive wealth solutions to clients, including retirement planning, endowment planning, and wealth accumulation strategies.
- Ensure strict adherence to all regulatory and compliance requirements as stipulated by the Bank and relevant external authorities.
Requirements: -
- Minimum 8 years of relevant sales experience within the banking industry.
- Possess valid and relevant insurance certifications.
- Proven track record in insurance sales, preferably within a bancassurance or wealth management environment
- Demonstrated success in serving high-net-worth (HNW) clients, with strong expertise in premier insurance solutions such as Universal Life.
- Strong understanding of insurance concepts and in-depth product knowledge.
- Excellent communication and interpersonal skills
If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to Only shortlisted candidates will be notified.
Data provided is for recruitment purposes only Business Registration Number: D. License Number: 10C5117 EA Personal Registration Number: R