Insurance Specialist

The role is about supporting, helping and guiding relationship managers in increasing their insurance productivity and building insurance penetration within RM managed clients by identifying and fulfilling holistic insurance needs of customers.

Responsibilities

• Conduct Holistic financial planning reviews with Clients alongside the relationship manager, assess product suitability and market and regulatory change impact to products held by clients as appropriate, identify opportunities to address any client need and manage risks.
• Improve Relationship Managers’ productivity and specific technical knowledge by effective on-job engagement through demonstration, coaching and training.
• Join Relationship Managers in meeting clients and providing technical advice and input based on technical knowledge.
• Collect and apply market and channel intelligence to identify and share product competitive gaps, service issue...