Client Services Executive - General Insurance

Avallis Financial Pte Ltd; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

Avallis Financial Pte Ltd in Singapore is seeking a Customer Service Executive - General Insurance to support corporate clients with day-to-day administration and account servicing of General Insurance policies. The role focuses on client servicing, renewal follow-up, policy administration, insurer coordination and premium calculation.

You will review renewal terms, obtain quotations, communicate amounts due, follow up on outstanding premiums, and coordinate payment status.

Qualifications

• Strong customer service and account servicing mindset.
• Meticulous and detail‑oriented with policy information and premium calculations.
• Responsive with timely follow‑ups on client enquiries, quotations, and outstanding matters.

Responsibilities

• Serve as the main servicing contact for assigned corporate clients and business owners on General Insurance matters.
• Handle day‑to‑day enquiries relating to insurance coverage, policy terms, endorsements, renewals and general policy servicing.
• Provide prompt updates, take ownership of outstanding matters and follow through to resolution.
• Coordinate with insurers and internal teams to ensure timely and effective delivery of client servicing requirements.
• Coordinate new policy applications, policy issuance, renewals, endorsements and cancellations.
• Calculate or verify premium amounts payable based on policy details and quotations.

Skills

Customer service mindset

Attention to detail

Numbers and premium calculations

Communication skills

Policy administration

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

[Open to applicants residing in Singapore only]

Working arrangement: Onsite

Working hours: Monday to Friday, 09:00am–6:00pm SG

Role Purpose

The Customer Service Executive - General Insurance supports corporate clients and business owners in the day-to-day administration and account servicing of their General Insurance policies.

The role combines client servicing, renewal follow-up, policy administration, insurer coordination, premium calculation and payment follow-up, and ongoing account support, with a focus on understanding clients' business needs, resolving service matters and identifying potential gaps in existing insurance coverage.

As part of the account servicing process, the role is responsible for reviewing renewal terms, obtaining and comparing insurer quotations, calculating or verifying premiums payable based on the relevant policy details, communicating renewal terms and amounts due, following up on outstanding premiums and coordinating payment status with the relevant parties.

The role also supports ongoing policy servicing, including new policy applications, policy endorsements, amendments to coverage, renewal-related administration, insurer documentation, claims coordination and general client enquiries. These responsibilities are operational and policy‑servicing related and do not include financial reporting functions.

The role is suitable for someone who is people‑oriented, organised, detail‑oriented, comfortable working with numbers and interested in developing a career in corporate insurance, with the opportunity to build knowledge across various General Insurance products, business risk management and corporate client relationship management.

Relevant Skills and Experience

• Strong customer service and account servicing mindset, with the ability to support corporate clients and business owners professionally.


• Meticulous and detail‑oriented, particularly when handling policy information, insurance quotations, premium calculations and documentation.


• Responsive and able to provide timely follow‑up on client enquiries, insurer requests, renewal quotations 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, comparing insurer quotations, checking billing information and verifying amounts payable.


• Organised and able to manage multiple client accounts, renewal timelines, policy endorsements, coverage amendments and administrative requirements concurrently.


• Good written and verbal communication skills, with the ability to explain policy information, renewal terms, coverage details and servicing matters clearly to clients.


• Able to coordinate effectively with insurers, internal teams and external stakeholders to facilitate policy servicing, renewals and claims‑related matters.


• Good problem‑solving skills and able to identify discrepancies, missing information, potential coverage gaps or servicing issues and elevate where necessary.


• Proficient in Microsoft Excel, Word and Outlook, with the ability to maintain accurate client records, policy documentation and renewal trackers.


• Prior experience in customer service, account servicing, insurance administration, policy servicing or a similar client‑facing support role would be advantageous.


• Prior General Insurance experience or familiarity with corporate insurance products such as Property, Public Liability, Work Injury Compensation and other business insurance policies is preferred but not essential, as training can be provided to candidates with the right attitude and willingness to learn.


• Able to work independently while maintaining good communication and collaboration with the wider team.


• Demonstrates professionalism, reliability, confidentiality and a positive service attitude, with a willingness to develop knowledge in General Insurance and business risk management.

Key Responsibilities

1. Corporate Client and Account Servicing

• Serve as the main servicing contact for assigned corporate clients and business owners on General Insurance matters.


• Handle day‑to‑day enquiries relating to insurance coverage, policy terms, endorsements, renewals and general policy servicing.


• Provide prompt updates, take ownership of outstanding matters and follow through to resolution.


• Build strong working relationships with clients through responsive, accurate and professional service.


• Coordinate with insurers and internal teams to ensure timely and effective delivery of client servicing requirements.

2. Policy Administration and Endorsements

• Coordinate new policy applications, policy issuance, renewals, endorsements, amendments and cancellations.


• Process changes to insured details, business activities, insured locations, sums insured, coverage limits and other policy information.


• Review policy schedules, certificates of insurance, endorsements and supporting documentation for completeness and accuracy.


• Monitor key policy dates, submission deadlines, coverage expiry dates and outstanding documentation.


• Maintain accurate and up‑to‑date client, policy and servicing records in relevant systems.

3. Renewals, Market Review and Insurer Coordination

• Manage renewal timelines and obtain required information from clients and insurers to facilitate timely renewals.


• Coordinate market quotation exercises and obtain competitive quotations from insurers based on clients' coverage requirements.


• Compare quotations across premiums, coverage terms, limits, deductibles, conditions, exclusions and other relevant policy provisions.


• Prepare quotation comparison summaries and renewal recommendations for internal review and client discussions.


• Support negotiations with insurers on premiums, coverage terms and renewal conditions, highlighting material differences or areas requiring further review.


• Follow up with insurers on quotations, policy issuance, renewal terms and outstanding actions.

4. General Insurance and Claims Support

• Support clients with enquiries relating to General Insurance products, including Property, Public Liability, Work Injury Compensation, Professional Indemnity, Directors and Officers Liability and other business insurance policies.


• Guide clients on claims notification procedures, required documentation and submission processes.


• Coordinate with insurers, claims handlers and relevant parties on claim status, outstanding requirements and follow‑up actions.


• Monitor outstanding claims‑related matters and provide timely updates to clients.


• Escalate complex, disputed or technical claims and coverage matters to the relevant team members where necessary.

5. Premium Calculation and Payment Follow-Up

• Calculate or verify premium amounts payable based on policy details, insurer quotations, endorsements and applicable adjustments.


• Check premium statements, debit notes, credit notes and billing information for accuracy.


• Communicate premium amounts, payment instructions and timelines clearly to clients.


• Follow up on outstanding premiums and obtain remittance advice or payment confirmation.


• Coordinate with insurers and relevant internal teams to resolve payment discrepancies and outstanding balances.


• Maintain accurate premium and payment records in relevant systems, including GEMS.

6. Client Insights and Business Risk Coverage Review Support

• Develop an understanding of each client's business operations, industry, existing insurance arrangements and changing risk exposure.


• Identify potential coverage gaps, overlapping policies, insufficient coverage limits or changes in business activities that may require an insurance review.


• Highlight relevant considerations arising from business expansion, new premises, additional assets, operational changes or evolving client needs.


• Support the preparation of coverage summaries, policy comparisons and business risk review materials for client discussions.


• Share relevant client insights and potential opportunities for additional coverage with the appropriate internal team members for further assessment and advisory follow‑up.

7. Documentation and Department Support

• Maintain complete and accurate client, policy, claims, premium, payment and servicing records.


• Prepare client presentations, insurance quotations, policy summaries, coverage comparisons and servicing materials where required.


• Support client meetings, insurer discussions, renewal presentations and business engagement activities.


• Maintain and update renewal trackers, client servicing records and outstanding action lists to support effective account management.


• Support departmental reporting on servicing activities, renewal status, outstanding matters and operational performance.


• Contribute to service and process improvements and perform other reasonable duties related to General Insurance account servicing.