Senior Associate

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Job Description

Description

Develop new business opportunities through various channels (social media, networking, referrals, events, etc.).
Conduct discovery meetings to understand client needs, design tailored insurance, and recommend suitable solutions.
Build and maintain longterm, trustbased client relationships through consistent followups and quality service.
Participate in internal training on products, regulations, advisory skills, etc.
Work closely with supervisors and team members on market strategies, case discussions, and business development initiatives.

Qualifications

Bachelor's degree in Business, Finance, Insurance, or a related discipline preferred.
Strong organizational skills with high attention to detail and the ability to manage multiple tasks efficiently.
Effective communication skills and a collaborative working mindset.
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint); experience in insurance or administrative support is a plus.