HNW Policy Servicing (InsuranceUp to $5k)

The Opportunity

• This is an exciting opportunity to work for one of the leading global banks.
• It is an opportunity for an experienced HNW Policy Servicing to join their team

The Job

• Respond promptly and professionally to enquiries received from distributors across multiple channels, ensuring clear and accurate information is provided.
• Process customers’ policy change requests within agreed turnaround times, while maintaining full compliance with the company's requirements and all relevant regulatory standards.
• Review and manage legal documents for policies assigned to banks as collaterals and assignments to trust institutions and entities.
• Prepare and issue CSV month end statements requested by distributors and banks.
• Maintain and update Standard Operating Procedures (SOPs) to reflect process changes and ensure service consistency.
• Deliver other adhoc tasks or projects assigned by the manager

The Talent

• Diploma holder in business or a related field.
• Minimum 3 years’ experience in policy servicing team in the life insurance industry.
• Familiar with life insurance processes and local regulations.
• Highly service oriented, strong organizational skills and ability to multi-task.
• Has a strong flair in administrative work. Meticulous and detail oriented.
• Good team player with strong interpersonal and communication skills.
• Experience in the use of Microsoft Office applications, Life Insurance Policy Administration System, Workflow and Imaging System.

Next Steps

• Drop your resume and contact us to follow-up, or send your resume to [email protected]
• Email Topic: Apply HNW Policy Servicing
• Only shortlisted candidates will be contacted

Cecilia Sim Xin Yang

Personnel Registration No. R22105099

EA Licence No.91C2918