Operations Executive (Broking Channel)

CSGROUP PTE. LTD.; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

CSGROUP Pte. Ltd. in Singapore seeks an operations-focused professional to handle intermediaries' emails and provide policy servicing support.

You will respond to quotations, hold cover policies, endorsement premiums, and renewal instructions, while guiding colleagues on complex cases for timely processing. The role involves calculating extension premiums when needed, following up on hold policies and WICA forms, and reviewing renewal terms with underwriters.

Qualifications

• Diploma holder with 3–5 years experience in operations support or policy servicing.
• Certifications in BCP, PGI, CGI are preferred.
• Experience handling intermediaries via email and document processing.

Responsibilities

• Attend to intermediaries' incoming emails on all aspects.
• Respond to emails pertaining to quotation, hold cover policy, endorsement premium, renewal instruction and enquiries.
• For complicated cases, write detailed instructions for colleagues to rely on Business Support.
• Calculate extension premium if required by the intermediaries.
• Follow up all hold covered policies, WICA forms and outstanding information from intermediaries.
• Review renewal notices with revised terms by the underwriter.
• Prepare and print claims statistics reports.
• Prepare bond approval forms for underwriting review and approval.
• Arrange intermediaries for collection of Bond documents.
• Review bond Letters of Indemnity (LOI) and related documents for accurate execution.
• Prepare cash collateral acknowledgement letters.
• Attend to policy issuance enquiries from the Business Support Department.
• Any other duty or assignment as instructed by the superior.

Skills

Operations support

Policy servicing

Education

Diploma

BCP certified

PGI certified

CGI certified

Job description

Responsibilities:

• Attend to intermediaries incoming emails on all aspects. Response to their email pertaining to quotation, hold cover policy, advice/confirm endorsement premium, confirm renewal instruction and all sort of enquiries.
• For complicated cases, write detail instruction for colleagues to rely to Business Support department for processing.
• Calculate extension premium if required by the intermediaries.
• Follow up all hold covered policies, completed WICA forms and outstanding information from intermediaries.
• Review those renewal notices which has invited on revised terms by the underwriter.
• Prepare and print claims statistics reports.
• Prepare bond approval forms for underwriting review and approval.
• Arrange intermediaries for collection of Bond documents.
• Review bond Letters of Indemnity (LOI) and related documents to ensure accurate execution.
• Prepare cash collateral acknowledgement letters.
• Attend to policy issuance enquiries from the Business Support Department.
• Any other duty or assignment as and when instructed by the superior.

Requirements:

• Diploma with at least 3-5 years experience in providing operations support/policy servicing.
• BCP, PGI, CGI certified.

Jerlin Aw Bi Zhi (R1218675) | CSGROUP Pte. Ltd. (25C2702)