Client Services Executive - Employee Benefits

Avallis Financial Pte Ltd; Singapore; Sur place; SGD 42 000 - 60 000; Plein temps

Résumé du poste

Avallis Financial Pte Ltd in Singapore is seeking a Client Services Executive focused on Employee Benefits. You will serve corporate clients and HR reps, handling enquiries, policy administration, renewals and claims support.

The role requires meticulous data handling, strong communication, and proactive service delivery. You will coordinate with insurers, manage premium calculations, and maintain accurate servicing records while supporting client meetings and engagements.

Qualifications

• Strong customer service and account servicing mindset.
• Meticulous and detail-oriented with data, policy information and documentation.
• Responsive with timely follow-up on client inquiries, insurer requests and outstanding matters.
• Ability to take ownership and follow-through to resolution.
• Comfortable working with numbers and premium calculations.
• Organised with multiple client accounts and renewal timelines.

Responsabilités

• Client and HR account servicing for corporate clients and HR representatives.
• Handle enquiries on Employee Benefits, coverage, eligibility, and policy servicing.
• Coordinate policy issuance, endorsements, amendments and employee changes.
• Review policy documents for completeness and accuracy; monitor key policy dates.
• Obtain and compare quotations; prepare summaries for client discussions.
• Support premium negotiations and follow up with insurers on quotations and renewals.
• Provide support on onboarding, eligibility, coverage and claims requirements.

Connaissances

Customer service mindset

Account servicing

Attention to detail

Numbers & premium calculations

Communication skills

Multitasking

Team coordination

Outils

Microsoft Excel

Microsoft Word

Outlook

Description du poste

Position: Client Services Executive - Employee Benefits

Company Name

Avallis Financial Pte Ltd

Key Responsibilities

1. Client and HR Account Servicing

• Serve as the main servicing person for assigned corporate clients and HR representatives.
• Handle day-to-day enquiries on Employee Benefits, coverage, eligibility, employee movements and policy servicing.
• Provide prompt updates, take ownership of outstanding matters and follow through to resolution.
• Build strong working relationships through responsive, accurate and professional service.

2. Policy Administration and Employee Movements

• Coordinate policy issuance, endorsements, amendments and employee additions, deletions or coverage changes.
• Review policy documents and supporting information for completeness and accuracy.
• Monitor key policy dates, submission deadlines and outstanding documentation.
• Maintain accurate and up-to-date policy, employee and servicing records.

3. Renewals, Market Review and Insurer Coordination

• Manage renewal timelines and obtain required information from clients and insurers.
• Obtain and compare quotations across premiums, benefits, coverage terms, limits, conditions and exclusions.
• Prepare comparison summaries for internal review and client discussion.
• Support negotiation of premiums and policy terms and highlight material differences or areas requiring further review.
• Follow up with insurers on quotations, renewal terms and outstanding actions.

4. Employee Benefits and Claims Support

• Support HR teams and employees with benefit enquiries, onboarding, eligibility, coverage and claims requirements.
• Guide clients and employees on claims documentation and submission processes.
• Coordinate with insurers on claim status, outstanding requirements and unresolved matters.
• Escalate complex, disputed or technical matters where necessary.

5. Premium Calculation and Payment Follow-Up

• Calculate or verify premium amounts payable based on policy and employee information.
• Check billing statements and communicate payment amounts, instructions and timelines to clients.
• Follow up on outstanding premiums and obtain remittance or payment confirmation.
• Resolve payment discrepancies and maintain accurate payment records in relevant systems, including GEMS.

6. Client Insights and Coverage Review Support

• Develop an understanding of each client’s workforce, Employee Benefits structure and HR priorities.
• Identify recurring employee concerns, utilisation patterns, servicing issues or potential coverage gaps.
• Highlight areas for review, including duplicated benefits, underutilised benefits or changing client needs.
• Support preparation of client insights, renewal discussions and Employee Benefits reviews.

7. Documentation and Department Support

• Maintain complete and accurate client, policy, claims, payment and servicing records.
• Prepare client presentations, policy summaries, benefit comparisons and servicing materials where required.
• Support client meetings, employee briefings, engagement activities and departmental reporting.
• Contribute to service and process improvements and perform other reasonable duties related to Employee Benefits servicing.

Relevant Skills and Experience

• Strong customer service and account servicing mindset, with the ability to support corporate clients, HR teams and employees professionally.
• Meticulous and detail-oriented, particularly when handling employee data, policy information, premium calculations and documentation.
• Responsive and able to provide timely follow-up on client enquiries, insurer requests and outstanding matters.
• Strong sense of accountability and ownership, with the discipline to follow through on tasks until matters are properly resolved.
• Comfortable working with numbers and performing basic premium calculations, checking billing information and verifying amounts payable.
• Organised and able to manage multiple client accounts, renewal timelines, policy changes and administrative requirements concurrently.
• Good written and verbal communication skills, with the ability to explain information clearly to clients and employees.
• Able to coordinate effectively with insurers, internal teams and external stakeholders.
• Good problem-solving skills and able to identify discrepancies, missing information or potential servicing issues and elevate where necessary.
• Proficient in Microsoft Excel, Word and Outlook, with the ability to maintain accurate records and trackers.
• Prior experience in customer service, account servicing, insurance administration, HR administration or a similar client-facing support role would be advantageous.
• Prior Employee Benefits or insurance experience is preferred but not essential, as training can be provided to a candidate with the right attitude and willingness to learn.
• Able to work independently while maintaining good communication with the wider team.
• Demonstrates professionalism, reliability, confidentiality and a positive service attitude.