Customer Data Management Executive (Insurance) (12 months contract)

PERSOL; Singapore; On-site; SGD 27,000 - 42,000; Full time

Job summary

PERSOL Singapore is seeking a detail-oriented Administrative Support Associate to process customer personal particulars updates, manage mailbox inquiries, and perform data maintenance with accuracy and speed.

You will assist post-production verification, ensure compliance with internal policies and regulatory requirements, handle data cleansing and reporting in Excel, and support the team with risk-aware process improvements.

Qualifications

• Diploma or Degree in a relevant discipline (Banking, Finance, Business, or Accounting).
• Insurance qualifications or certifications are an advantage.
• 1–3 years of relevant experience in insurance or administrative/operational support.

Responsibilities

• Process customer personal data updates in maker/checker capacities with accuracy.
• Monitor and respond to mailbox inquiries with professional communication.
• Perform data cleansing and maintenance to ensure data accuracy and consistency.

Skills

Attention to detail

Communication skills

Data entry

Teamwork

Problem solving

Education

Diploma or Degree in Banking/Finance/Business/Accounting

Tools

Microsoft Excel

Microsoft Word

Job description

Job Purpose

To provide operational and administrative support to the team by processing customer personal particulars updates, managing mailbox enquiries, and performing data maintenance activities accurately and efficiently. The role also supports post-production verification and ensures compliance with internal policies, regulatory requirements, and risk management standards.

Key Responsibilities

• Process customer personal particulars update requests in both maker and checker capacities, ensuring accuracy and adherence to established procedures.
• Monitor, manage, and respond promptly to enquiries received through the common mailbox, providing timely and professional support.
• Perform ad hoc data cleansing and maintenance activities to ensure data accuracy, completeness, and consistency.
• Conduct post-production verification checks as assigned to ensure the accuracy and quality of completed transactions.
• Sort and manage returned mail, record relevant information in Microsoft Excel, and prepare data for subsequent uploads.
• Carry out other administrative and operational duties as assigned by supervisors to support the team's business objectives.
• Identify, assess, and manage potential business and regulatory compliance risks, taking appropriate action to mitigate identified risks.
• Stay informed of relevant industry developments, regulatory changes, emerging threats, and new technologies to strengthen risk awareness and support compliance practices.
• Proactively highlight potential issues and risks, and share best practices to promote effective risk management and continuous improvement.

Requirements

• Diploma or Degree in a relevant discipline, such as Banking, Finance, Business, or Accounting. Relevant insurance qualifications or certifications will be an advantage.
• 1–3 years of relevant experience in the insurance industry or in an administrative or operational support role.
• Meticulous, detail-oriented, and able to maintain a high level of accuracy when handling customer information and processing data.
• Good verbal and written communication skills, with the ability to handle enquiries professionally and effectively.
• Proficient in Microsoft Office applications, particularly Excel and Word.
• Strong problem-solving, interpersonal, and customer service skills.
• Demonstrates integrity, accountability, a positive work attitude, and the ability to work collaboratively within a team.
• Proactive in identifying opportunities for process improvement and adaptable to changing business needs, procedures, and systems.

We regret to inform that only shortlisted candidates will be notified.