Operations Executive (Life Insurance)

Responsibilities:

• You will handle the daily policy processing of Life Insurance.
• You will liaise with the respective insurers to process commission payments to our financial advisers.
• You will work together as a team to ensure that the daily operations run efficiently and smoothly; this includes, but not limited to accurate data entry, timely revision of forms, close follow-ups with insurance partners and financial advisers on policy documentations, etc.
• You will be involved in the continuous efforts in business process and system enhancements by taking the initiative to review and gather feedback from users, and to propose for improvements.
• You will be assigned any adhoc tasks as and when necessary.

Requirements

• Diploma/Degree holder in any discipline.
• Process-oriented and service-oriented.
• Good communication and interpersonal skills.
• Meticulous and good with follow-throughs.
• Proactive and take initiatives.
• Knowledge or operations experience in insurance/wealth management will be an advantage.
• Knowledge of process automation platforms, robotic process automation (RPA), or experience with coding and scripting languages (e.g., Python, SQL, or other automation tools) will be an advantage.