ProFin Account Manager
at Lockton Inc
Singapore, Southeast, Singapore -
Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
---|---|---|---|---|---|---|---|
Immediate | 24 Aug, 2024 | Not Specified | 24 May, 2024 | N/A | Good communication skills | No | No |
Required Visa Status:
Citizen | GC |
US Citizen | Student Visa |
H1B | CPT |
OPT | H4 Spouse of H1B |
GC Green Card |
Employment Type:
Full Time | Part Time |
Permanent | Independent - 1099 |
Contract – W2 | C2H Independent |
C2H W2 | Contract – Corp 2 Corp |
Contract to Hire – Corp 2 Corp |
Description:
DESCRIPTION
- Broking, placing and account servicing of ProFin accounts.
- To provide programme design, placement, marketing and consultancy services for Lockton’s clients in line with agreed account strategies and in accordance with Lockton operating procedures.
- Insurance advisory on contractual obligations and risk structure.
- To develop, manage and improve our relationship and service with clients and contribute towards revenue growth.
QUALIFICATION
- CGI cert
- Diploma in General Insurance by SCI or relevant qualification
EXPERIENCE
- 5 years + client management and placement experience in the ProFin Class of Insurance
Responsibilities:
- Understand clients business and risk profile, exposures, needs, expectations and to provide appropriate advice/recommendation on insurance coverage, insurance programme structure and retention strategy.
- To build and maintain ongoing relationships with existing clients includes scheduling and attending meetings and risk survey if any.
- Assist clients in the event of major claims and ensure overall claims service provided based on Lockton’s standards.
- Implement, monitor and control the renewal procedure.
- Assist with the resolution of service issues with clients, insurers and global associates.
- Review with appropriate Associates at the earliest opportunity any case under attack or where perceived vulnerable or where there are concerns about the relationship and implement, monitor and oversee a plan of action.
- Preparation and issuance of Quotation/Placement Slips, Insurance Summary based on agreed terms and conditions with Insurers.
- Checking of policy/endorsement/invoice to ensure that it is accurate prior to forwarding to clients.
- Ensure prompt and accurate invoicing and that clients understand the Lockton cash collection terms, monitor, follow-up and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
- Keep abreast of insurance market and products/coverage developments and communicate to appropriate Associates/clients.
- Manage and co-ordinate global insurance programmes and liaison with our producing office, partner network and associates worldwide on prompt and accurate manner.
- Ensure all activities that are undertaken are compliant with regulation and Lockton’s internal standards and procedures.
- Assist Deputy Head of Department with the development and implementation of internal controls and procedures to assure the performance of Associates within the unit.
- Manage and maintain market relationships at both operational and strategic level.
- Identify opportunities for expanded or new business.
- To identify and cross-sell the inter-department services which Lockton is able to provide.
- Maintain renewal income to at least budgeted levels and in line with set and agreed personal objectives.
- Coaching of Associates.
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Insurance
Banking / Insurance
Insurance
Diploma
Proficient
1
Singapore, Singapore