Executive, Customer Service

TRANSAMERICA LIFE (BERMUDA) LTD.; Singapore; On-site; SGD 50,000 - 72,000; Full time

Job summary

A leading insurance provider in Singapore is seeking a qualified individual for policy servicing roles. The successful candidate will handle customer inquiries, ensure effective processing of policy transactions, and maintain compliance with industry guidelines. Candidates should possess significant experience in the insurance sector and strong problem-solving skills. An attractive remuneration package, including bonuses and fringe benefits, is offered.

Benefits

Performance bonus

Medical benefits

Dental insurance

Life insurance

Qualifications

• At least 3 years of insurance operations experience in the insurance industry.
• Understanding of AML guidelines, FATCA and CRS requirements.
• Able to work independently and under pressure.

Responsibilities

• Provide excellent customer service to policy owners and partners.
• Process policy servicing transactions independently.
• Report daily operations issues to the team leader.

Skills

Customer focus

Problem-solving skills

Interpersonal skills

Organization skills

Attention to detail

Education

High diploma or equivalent

Professional qualification such as FLMI

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Copilot

Job description

Job Summary

This role exists to handle policy servicing transaction and deliver quality customer service.

The key result indicators for this role are:

• Provide excellent customer service to policy owner, business partner and public through various means including but not limited to letter, email, audio/video call, in person meeting, etc.
• Process policy servicing transaction independently with zero error and within target turnaround time.
• Report and elevate any daily operations issues and propose feasible solutions for management review.
• Manage the file retention and destruction process.

Responsibilities

• Collaborate with business partner and different internal teams to deliver quality customer service.
• Handle enquiry/feedback/complaint from internal and external customers through different means of contact including but not limited to letter, email, audio/video call, in person meeting, etc.
• Process financial and non-financial policy servicing transactions in different administration systems in complying to the process guidelines, target turnaround time and with zero error.
• Ensure a good follow‑through of customer’s service request up to its completion.
• Report daily operations issues to team leader with proposed feasible solution.
• Manage the file retention and destruction process.
• Assist with CRS & FATCA reporting/submission and participate in ad‑hoc projects or tasks if assigned.
• Back up other team member to ensure service continuity.
• Comply with internal policies, procedures and the relevant laws and regulations.

Requirements

• High diploma or equivalent. Having a professional qualification such as FLMI is an advantage.
• At least 3 years of insurance operations experience in insurance industry, preferably in the High‑Net‑Worth Insurance Sector
• Understanding of different entity structure, AML guidelines, FATCA and CRS requirements
• Able to work independently and under pressure with growth mindset
• Customer focus with a desire to provide excellent customer service
• Have good problem‑solving skills and written communication skills
• Good interpersonal and collaboration skills
• Good team player and accountable
• Have good organization skills and attention to details.
• Proficiency in MS Office, Copilot, Excel, Word, PowerPoint

Benefits

We offer attractive remuneration package including performance bonus, 5‑day work week, fringe benefits (medical, dental, life insurance) and good career prospect to the right candidate.

Application Process

Interested candidates are invited to submit the application with detailed resume stating educational background, working experience, current and expected salaries and contact number.

Your application will be treated in strict confidence. Only shortlisted candidates will be notified.

Personal data collected will be used for recruitment purposes.

Personal data of unsuccessful applicants may be retained up to two years only.