Avallis Financial Pte Ltd – Client Account Executive

Avallis Financial Pte Ltd is an independent financial adviser and exempt general insurance broker. Established since 1997, Avallis Financial is the leading financial advisory company that provides individuals and corporations on their financial needs and corporate employee benefits and general insurance requirements. As an independent financial service provider, we are able to offer our clients a wider range of products and services to meet their needs.  In addition, our experienced and strong team will be able to develop and implement a holistic and comprehensive plans to meet our clients' needs. 

• Respond to clients’ enquiries relating to policy coverage & claims via phone calls / emails
• Conduct re-marketing exercise prior to the expiry of the policy
• Assist clients by liaising with various principals via emails to obtain quotations, renewals, policy changes, alignment of policy expiry date/s
• Conduct an analysis of clients’ existing policy coverage and provide appropriate recommendations
• Prepare/Execute standard administrative documentations for clients and principals