Customer Service Executive (HNW)

Oliver James Group; Singapore; On-site; SGD 50,000 - 75,000; Full time

Job summary

Oliver James Group is seeking an experienced Customer Service Executive / Senior Executive for Life Insurance Operations in Singapore. You will manage inquiries and service requests for high net worth clients, collaborating with internal teams and external partners to close cases accurately and efficiently.

Responsibilities include onboarding, policy servicing, claims support, AML/KYC reviews, and coordinating with custodian banks.

Qualifications

• Minimum five years of life insurance customer service or operations experience.
• Experience supporting high net worth clients in life insurance.
• Strong understanding of AML/KYC checks and customer due diligence.
• Excellent communication skills and attention to detail; ability to manage cases independently.
• Experience with PPLI or VUL products, claims handling, or custodian bank coordination is a plus.

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, coordinating with 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 customer experience and team processes.

Skills

Customer service

Life insurance operations

AML/KYC checks

Policy servicing

Intermediaries coordination

Attention to detail

Communication skills

Digital and AI tools

Tools

AI tools

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.