Insurance Operations Specialist – Submissions & Compliance

HSBC LIFE (SINGAPORE) PTE. LTD.; Singapore; Vor Ort; SGD 55.000 - 75.000; Vollzeit

Zusammenfassung

HSBC Life (Singapore) Pte. Ltd. invites applications for a Senior Associate, Business Support role to coordinate insurance and investment submissions with third-party providers.

You will review forms for completeness, perform pre-submission checks, coordinate due diligence with offshore teams, and maintain customer and policy data in key systems. The role demands strong attention to detail, multi-tasking, and compliance with MAS AML/KYC/CDD requirements.

Qualifikationen

• Experience in insurance operations, policy administration, or business support functions.
• Good understanding of MAS regulations on AML, KYC and CDD requirements.
• Strong coordination, follow-up and stakeholder management skills.

Aufgaben

• Coordinate between representatives and internal/offshore teams for insurance and investment applications submitted to third-party providers.
• Review application forms and supporting documents to ensure completeness and accuracy, and follow up with representatives on missing information.
• Perform manual pre-submission checks on customer information, including screening against blacklist records and STRs.
• Coordinate and track due diligence screening with offshore teams, including case submission, status tracking and follow-up on outcomes or outstanding requirements.
• Maintain the customer management systems used to record customer, policy and transaction data submitted by representatives.
• Provide manual data inputs, case information and documentation support to internal control functions, including CDD, Sales Quality and Complaint management.
• Ensure timely processing and handling of New Business submissions to third-party providers.
• Liaise with third-party providers to resolve submission queries, processing issues, or documentation requests.
• Access third-party provider portals to download policy documents, sales confirmation and related records.
• Ensure proper filing, naming conventions and storage of sales documentation in line with internal record-keeping and regulatory requirements.
• Track and update the status of new business submissions with third-party providers on a weekly basis.
• Review and streamline workflows where applicable.

Kenntnisse

Coordination skills

Stakeholder management

Attention to detail

Insurance operations

KYC & AML compliance

Jobbeschreibung

HSBC Life (Singapore) Pte. Ltd. invites applications for a Senior Associate, Business Support role to coordinate insurance and investment submissions with third-party providers.

You will review forms for completeness, perform pre-submission checks, coordinate due diligence with offshore teams, and maintain customer and policy data in key systems. The role demands strong attention to detail, multi-tasking, and compliance with MAS AML/KYC/CDD requirements.