Insurance Product Specialist (Broker)

MoneyHero Group (Nasdaq: MNY) is a market leading financial products platform in Greater Southeast Asia, reaching 9.8m monthly unique users and working with more than 270 commercial partners across five markets including Singapore, Hong Kong S.A.R., Philippines, Taiwan, and Malaysia. The Insurance team is dedicated to empowering consumers in Asia by delivering a seamless and user-friendly digital platform. Our goal is to enable individuals to confidently and independently select the insurance coverage that suits their needs, ensuring they receive the protection they deserve. We focus on making our approach to customers relevant, actionable, and rewarding, creating a trusted space where individuals can make informed decisions about their insurance. Join our team and contribute to making insurance accessible and beneficial for all, while engaging in dynamic and rewarding challenges every day.

What We Offer

You will be entitled to a competitive salary and attractive benefits, including:

• Annual leave, birthday leave, tenure leave, international remote work leave, and more
• Professional trainings, career advancement and internal mobility opportunities
• Competitive benefits including insurance and mental wellness program

About the Job

The role of the Insurance Product Specialist is one of the most challenging and rewarding roles in SingSaver. Reporting to the Head of Insurance, you effectively lead revenue growth by providing our customers with the best service and impartial advice on insurance products.

The Insurance Product Specialist will be responsible for:

• Actively pursue opportunities to cross-sell and upsell insurance products to customers based on their needs and preferences
• Achieving monthly non-digital insurance sales targets
• Assist with customer inquiries and resolve issues related to insurance products
• Facilitate insurance applications, endorsements, renewals, and cancellations, ensuring accuracy and timeliness.
• Serve as subject matter experts and assist customers and internal stakeholders as and when required
• Maintain accurate records of client interactions, policies, and transactions using CRM systems or other software platforms
• Participate in ongoing training and professional development activities to enhance skills and knowledge 

In this role, we are looking for someone with/is:

• 1 - 2 years of prior experience in insurance sales, brokerage, or related field
• CMFAS Certifications: M5, M9, M9A, HI
• Strong knowledge of insurance products, policies, and regulations
• Proactive, adaptable, team-player with strong problem-solving skills
• Excellent communication, negotiation, and interpersonal skills
• Proficient in MS Office

Good to have:

• Bachelor's degree is preferred
• Certificate in General Insurance (BCP, PGI, CGI)
• Knowledge of CRM systems is a bonus
• Experience in customer service
• Able to analyze data and identify opportunities for growth

#LI-YJ #SingSaver What can you expect from us? Impact : We are actively empowering and connecting people to a better financial future. Join us if you want to help us achieve our mission. Work : We have a team of over 350 talented individuals in 5 markets who are hyper passionate about building innovative financial solutions and making an impact on people’s lives. Culture : We take our work seriously but don’t hesitate to keep things light. We can only create magic when we have a little bit of fun. Thrive : We launched in 2014 and fast-forward 7 years we now help over 10 million monthly users make the best financial decisions. Accelerate your career and become a pioneer in your field with a leading fintech company that seeks to push the boundaries of your imagination and is committed to growing your career. Reputation : We are backed by world-class organizations and companies and have raised over US$110 million from investors including Experian, Pacific Century Group, IFC - a member of the World Bank Group EEO Statement MoneyHero Group is an equal opportunity employer. We value, support and respect all individuals and is committed to maintaining an inclusive and diverse working environment. Decisions in hiring are based on business needs, requirements of the job and individual qualifications and shall not be influenced by any consideration of race, ethnic or national origin, religion, sex (including gender identity and/or expression), age, sexual orientation, marital status, parental status, disability, genetic information, political affiliation or other applicable legally protected characteristics. When you apply for a job on this site, the personal data contained in your application will be collected by MoneyHero Group (“MoneyHero Group” or “we”), a company registered and incorporated in Hong Kong and which can be contacted by emailing  jobs@moneyherogroup.com . MoneyHero Group (the “Group”), is a group of companies that provide price comparison services as well as financial services, insurance products, communications and other products and services across Asia. Your data is stored in a range of systems and formats. These include in your recruitment file, in the Group’s HR management system and in other IT systems, including the Group’s email system. MoneyHero Group processes a range of information collected from you. Subject to applicable law, this may include:

• your name, address and contact details, including email address and telephone number;
• your gender and date of birth;
• details of your qualifications, skills, experience and employment history;
• information about your current level of remuneration, including benefit entitlements;
• details of your marital status and dependents;
• candidate photographs;
• details of your bank account;
• Passport or other identification information; and/or
• Information from compliance background checks.

Your personal data will be processed for the purposes of managing MoneyHero Group’s recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, responding to and defending against legal claims, maintaining and promoting equal opportunities within the workplace and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under applicable Data Protection Laws as necessary for the purposes of the legitimate interests pursued by the MoneyHero Group, which are the solicitation, evaluation, and selection of applicants for employment. Who may have access to personal data? Your information will be shared internally within the Group for the purposes of the recruitment exercise. This includes with members of the HR and recruitment team, interviewers involved in the recruitment process, managers in the business area with a vacancy, internal and external auditors and IT staff if access to the data is necessary for the performance of their roles. Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by MoneyHero Group to help manage its recruitment and hiring process on MoneyHero Group’s behalf. MoneyHero Group may share your personal data with third parties in order to, obtain pre-employment references from other employers, obtain employment background checks from third party providers and to obtain necessary criminal record checks. How long do we hold your personal data? Your personal data will be retained by the Group for so long as the Group determines it is reasonably necessary to evaluate your application for employment. If your application for employment is successful, personal data gathered during the recruitment process will be transferred to your personnel file and retained during your employment in accordance with the contract of employment and our internal privacy policy. What if you do not supply your personal data? You are under no statutory or contractual obligation to provide data to the us during the recruitment process. However, if you do not provide the information, we may not be able to process your application properly or at all. Will you now or in the future require sponsorship for a work visa? What is your current monthly salary in SGD? * What is your expected monthly salary in SGD (12-month salary structure)? * Do you have the following CMFAS Certification: M5? * -- Do you have the following CMFAS Certification: M9? * -- Do you have the following CMFAS Certification: M9A? * -- Do you have the following CMFAS Certification: HI? * -- Do you have the following certificate in General Insurance: BCP? * -- Do you have the following certificate in General Insurance: PGI? * -- Do you have the following certificate in General Insurance: CGI? * -- #J-18808-Ljbffr