Remote Customer Service Executive (Insurance)

David Ho is an award-winning insurance broker in Singapore.

We are looking for a competent & friendly Customer Service Executive to join our team!

Please complete the evaluation questionnaire below to the best of your availability. We will evaluate and reach out when you're shortlisted for the second interview.

Resource:

HSBC Table of benefits file: https://files.blue.cc/f/cls90obcy01oq1wu0hpq1dy0z

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Last name

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Answer these questions to complete the application:

Tell us about yourself and why are you applying for role?
Enquiry task: Employee Noah Moses has an insurance claim and he emailed you to check on the claim status & he complains that the insurance coverage is low. Is non panel outpatient GP visits covered? I was referred to specialist, are these visits covered as well? Several weeks later, member was hospitalised with diagnosis XYZ. Describe the steps you would do in specifics.
The Watch Company Pte Ltd manufactures watches in Singapore to be sold around the world. Current insurance policies: Only property & casualty and group hospital & surgical. You are the broker invited to pitch for this account. Describe what you would do to pitch for this account.
The Watch Company Pte Ltd renewal: 1 year has passed and it is now renewal time. Describe what you would do.
Self record a short video with introducing yourself as the account manager for this customer for their employee insurances and what you could do for their company & employees.
Customer B wish to seek our recommendation for a new insurer for their employee insurances. Describe what you would do.
Describe the process and approach you would take managing an insurance brokerage and it's day to day operations
Customer B agrees to our recommendation on a change of insurer. Describe what you would do.
Self record a 5 min video presenting the table of benefits from the HSBC brochure to the policy holder. The presentation video needs to cover the following benefits: Inpatient plan 1 (option 1) , GP plan 2, Specialist plan 1 , Dental plan 1

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