144 Insurance Specialist jobs in Singapore

• Assessing a client’s insurance needs and risk profiles.
• Investigating insurance policies and negotiating coverage terms with insurers.
• Offering expert advice regarding various insurance options and policy details.
• Customising insurance packages to meet a client’s needs.
• Managing policy renewals, claims management and any changes for clients.
• Staying on top of industry trends and changes to regulations.

Our client, a leading foreign bank, is looking for a highly driven and experienced insurance specialist to join their 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: 200611680D. License Number: 10C5117 EA Personal Registration Number: R1874269.

Core Responsibilities:

• Policy Analysis and Risk Assessment: Evaluate insurance applications, analyze risk factors, and determine eligibility and coverage options.
• Policy Management: Process applications, renewals, extensions, and cancellations, and issue related documents.
• Customer Service: Address customer inquiries, resolve issues, and provide support.
• Understanding Insurance Products and Regulations: Stay informed about different insurance products, coverage options, and relevant regulations.
• Sales and Marketing: May assist with marketing campaigns and make telemarketing calls to generate leads.
• Financial Analysis and Needs Assessment: Conduct financial needs analysis and offer insurance/protection discussions.
• Relationship Management: Build strong relationships with customers and internal stakeholders.

Allowace + Commision + Attractive incentive

Travel for Free

Core Responsibilities:

• Policy Analysis and Risk Assessment: Evaluate insurance applications, analyze risk factors, and determine eligibility and coverage options.
• Policy Management: Process applications, renewals, extensions, and cancellations, and issue related documents.
• Customer Service: Address customer inquiries, resolve issues, and provide support.
• Understanding Insurance Products and Regulations: Stay informed about different insurance products, coverage options, and relevant regulations.
• Sales and Marketing: May assist with marketing campaigns and make telemarketing calls to generate leads.
• Financial Analysis and Needs Assessment: Conduct financial needs analysis and offer insurance/protection discussions.
• Relationship Management: Build strong relationships with customers and internal stakeholders.

Main Responsibilities:

• Perform full spectrum of Insurance processes relating to servicing of new and renewal clients' accounts.
• Process General Insurance applications and issuance of insurance documents.
• Liaise with our Insurance Managers on documentation to ensure proper closing of each deal.
• Handle clients enquiries with confidence.
• Correspond with customer through emails.
• Establish and maintain professional relationships with clients and insurers.
• Following up on payment not made during Processing with Insurance Managers or clients.
• To carry out daily opening and closing procedures such as checking payment records via online merchant.
• May involved in projects to improve the quotation/processing process through the utilisation of technology.
• To undertake any other tasks assigned by superior from time to time.

Knowledge & Qualification:

• Candidate must possess at least a Diploma or Degree.
• At least 2 years' work experience in a similar capacity would be preferred.
• Excellent interpersonal skills and bilingual.
• Take ownership and be responsible for actions and results.
• Meticulous in documentation and pay attention to details.
• Proactive with positive mindset.

Skills:

• Good analytical, communication and time management skills.

Benefits:

• The chance to be part of a rapidly growing company.
• Opportunity to work with a high-achieving and fun team.
• 5-day work week.
• Annual Wage Supplement (AWS) entitlement.
• Annual leave from 14 days.

• 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.

• 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

1 day ago Be among the first 25 applicants
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Based in Singapore within the Wealth Planning team, you will be supporting and administering the growth of the Life Insurance business in Asia.
This multifaceted role includes management of external and internal stakeholders on market support; product expertise, as well as operational & administration oversight. You will report locally to the Head of Wealth Planning & Insurance, Asia and functionally to the Head of Insurance in Geneva, and assist the Wealth Planning team in Hong Kong branch, with regular travel required.
Responsibilities
You will have the opportunity to support the below tasks, but not limited to: -
Marketing (Referral basis) Support
Ensure that insurance activities are compliant with internal directives including all regulations and controls as set by the Bank and external regulatory authorities.
To work with Relationship Managers ( RMs ) in achieving the target number of referrals to approved insurance brokers with a view to increasing sales activity and other relevant financial drivers. Coordinate meetings between brokers, RMs and clients and providing on-going support on all insurance cases and capturing cross sell opportunities.
When liaising with brokers to conduct periodic review on clients’ portfolios, to Identify and target opportunities for referral to brokers.
Expected to generate ideas and action plan by working in tandem with in-house Wealth Planners &/or brokers on integrated liquidity & succession planning solutions which may include encompassing structures such as Trusts, Investment Entity, Insurance Wrappers etc.
Management of Products and External Brokers
Act as the primary point of contact for insurance brokers in Asia.
Validate insurance products and maintain an insurance product list.
In terms of new insurance product category/offering to co-ordinate with Functional Head of Insurance/local Head of Wealth Planning & Insurance on working papers to approve new category by internal committee.
Oversee the approval process for insurers and brokers and, where required, to establish agreements and manage commission structures with the relevant stakeholders. Once approved, to conduct periodic reviews.
Lead the local Insurance Partner Committee.
Commercial Support (Training & Events)
To arrange for our panel of brokers to conduct periodic trainings/workshops to upskill our RMs’ insurance product knowledge. These may include developing &/or reviewing brokers’ training presentations and materials on products and offerings with a view to sharing trending insurance proposition pitches & ideas.
Where necessary, to co-ordinate with brokers to organize clients’ events.
Case Administration and Management
On cases administration – to oversee insurance activities reporting by consolidating, monitoring and updating the progress of all pipeline cases whether with or without financing – generating monthly/quarterly reports sales results and reasons for success to local Head of Wealth Planning & Insurance.
In cases where financing is required - to co-ordinate with brokers to provide due diligence pack for onward transmission to Credit Department for their review and approval.
To liaise with Credit Department/Functional Head of Insurance to calibrate credit limit requirements for direct/indirect risks by insurance counterparties. To obtain and disseminate Cash Surrender Values.
Monitor regulatory developments and align processes accordingly.
Where required and in tandem with functional Head of Insurance in Geneva, to draft local work directives and guidelines.
Assume any other tasks/projects as and when assigned.
Qualifications
Bachelor Degree in Banking & Finance or its equivalent with Modules 5, 9, 9A of CMFAS an asset.
Required Skills
Knowledgeable in life insurance products curated for High Net Worth Individuals
Minimum 3 – 5 years of experience in an insurance brokerage firm, insurance company, or a bank in a role related to life insurance business
Pro-active, self-initiated, hands on with a “can do” attitude with demonstrated ability to work in a small team
Highly effective communication skills and presentation skills (written and verbal) ; interpersonal, negotiation and problem-solving skills
Strong multi-tasking and prioritization skills
Understanding and observance of control, risk and banking regulations
Be able to foster a constructive and effective working relationship with all the stakeholders in the Private bank
As this role requires regular interaction with both English and Mandarin speaking clients and stakeholders, proficiency in both English and Mandarin (written and spoken) is required to fulfil business communication needs and support the client base
Seniority level
Seniority level Mid-Senior level
Employment type
Employment type Full-time
Job function
Job function General Business
Industries Banking
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3 days ago Be among the first 25 applicants
Be ready to embark on an exciting career journey!
ABOUT US
Since 2005, finexis has been more than just a financial services provider – we are lifelong confidantes, guiding clients through every stage of their financial journey. As the largest and fastest-growing independently-owned financial advisory firm in Singapore, we have over 900 consultants and staff, manage $1 billion in assets under advisory, and maintain strategic partnerships, establishing us as a market leader in personalized financial services.
We offer tailored solutions in wealth management, investment planning, and risk management, driven by our mission to impact lives beyond finance.
ROLE OVERVIEW
We are seeking a highly motivated individual with excellent customer service skills who can effectively engage stakeholders. This role supports our distribution targets and collaborates with Agency Sales Managers or Directors.
The ideal candidate is resourceful, independent, and curious. If you are eager to make a difference and challenge the status quo, we want YOU!
KEY RESPONSIBILITIES
Support distribution targets and initiatives, influencing Agency Sales Managers or Directors
Develop and achieve distribution and recruitment goals
Recommend initiatives to drive sales, business plans, and KPIs
Engage with and influence key sales leaders
QUALIFICATIONS
Must have M5, M9, M9A, M8, M8A, HI CMFAS papers
Good BSC grading
Clean compliance record with no complaints
Experience managing agency teams or managers preferred
At least 1 year of financial sales experience
Knowledge of the FA market, products, and analytical skills are advantageous
Position Details
Seniority level:
Executive
Employment type:
Full-time
Job function:
Management and Business Development
Industries:
Insurance and Financial Services
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Singapore, Singapore .
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Core Responsibilities:

• Policy Analysis and Risk Assessment: Evaluate insurance applications, analyze risk factors, and determine eligibility and coverage options.
• Policy Management: Process applications, renewals, extensions, and cancellations, and issue related documents.
• Customer Service: Address customer inquiries, resolve issues, and provide support.
• Understanding Insurance Products and Regulations: Stay informed about different insurance products, coverage options, and relevant regulations.
• Sales and Marketing: May assist with marketing campaigns and make telemarketing calls to generate leads.
• Financial Analysis and Needs Assessment: Conduct financial needs analysis and offer insurance/protection discussions.
• Relationship Management: Build strong relationships with customers and internal stakeholders.