Customer Service Executive (HNW)

Oliver James Group; Singapore; On-site; SGD 61,000 - 73,000; Full time

Job summary

Oliver James Group in Singapore is seeking an experienced Customer Service Executive/Senior Executive to join the Life Insurance Operations team. You will manage enquiries and service requests for high net worth clients, coordinating with internal teams and external partners to drive cases to completion.

The role covers onboarding, policy servicing, AML/KYC reviews, and liaising with intermediaries and custodian banks to meet service timelines.

Qualifications

• At least five years of experience in life insurance customer service or operations.
• Experience supporting high net worth clients and handling new business or policy servicing matters.
• Sound understanding of insurance documentation, AML/KYC checks and customer due diligence.
• Strong communication skills, attention to detail and ability to manage cases independently.
• Experience with PPLI or VUL products, claims, custodian bank coordination or digital/AI tools would be an advantage.

Responsibilities

• Process new business applications and support client onboarding, including document checks and follow-up on outstanding requirements.
• Handle policy servicing requests, customer enquiries and complaints with care and accuracy.
• Support claims processing and bank account opening requests where required.
• Review AML/KYC and source of wealth documentation, and coordinate with relevant teams when further information is needed.
• Liaise with intermediaries, custodian banks and internal stakeholders to resolve cases and meet service timelines.
• Maintain accurate records and identify opportunities to improve the customer experience and team processes.

Skills

Customer service

Attention to detail

Communication skills

Job description

Customer Service Executive / Senior Executive, Life Insurance Operations

We are looking for an experienced insurance professional to join a customer service and operations team in Singapore. You will manage enquiries and service requests for high net worth life insurance clients, working with internal teams and external partners to see each case through to completion.

What you will do

• Process new business applications and support client onboarding, including document checks and follow-up on outstanding requirements.
• Handle policy servicing requests, customer enquiries and complaints with care and accuracy.
• Support claims processing and bank account opening requests where required.
• Review AML/KYC and source of wealth documentation, and coordinate with relevant teams when further information is needed.
• Liaise with intermediaries, custodian banks and internal stakeholders to resolve cases and meet service timelines.
• Maintain accurate records and identify opportunities to improve the customer experience and team processes.

What we are looking for

• At least five years of experience in life insurance customer service or operations.
• Experience supporting high net worth clients and handling new business or policy servicing matters.
• A sound understanding of insurance documentation, AML/KYC checks and customer due diligence.
• Strong communication skills, attention to detail and the ability to manage cases independently.
• Experience with PPLI or VUL products, claims, custodian bank coordination or digital and AI tools would be an advantage.

Desired Skills and Experience

We are seeking a Customer Service Executive or Senior Executive with at least five years of experience in life insurance operations or customer service, including experience supporting high net worth clients.

The role covers new business processing, client onboarding, policy servicing and customer enquiries. You should be confident checking application and due diligence documents, handling AML/KYC and source of wealth requirements, coordinating with internal teams and external partners, and resolving service issues accurately and promptly.

Strong communication, attention to detail and ownership of cases are essential. Experience with PPLI or VUL products, custodian bank coordination, claims support or process improvement would be an advantage.

This is an individual contributor role with no people management responsibility. Monthly salary is up to S$6,000, depending on experience.