Ops Specialist, High-Net-Worth Insurance (Mandarin)

sunlife; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Sun Life is seeking a detail-oriented operations professional for a 12-month contract in Singapore to onboard high-net-worth clients and manage new business cases. You will work with the Partner Support team to ensure smooth, accurate processing while adhering to risk and compliance guidelines.

You will handle case setup, data entry, and document indexing, performing due diligence and liaising with internal stakeholders and brokers across regions.

Qualifications

• 3 years of hands-on experience in life insurance operations, preferably in the high-net-worth market.
• Mandarin fluency is strongly desired along with English.
• Bachelor's degree or LO MA designations (LOMA, etc.).

Responsibilities

• Case setup and New Business processing: reading emails and Broker memos for understanding and action
• Data input into various systems
• Indexing documents and preparing cases for underwriting review
• Reviewing new business requirements to determine if they are in good order
• Client Due Diligence: perform name screening and discounting in accordance with AML/CFT guidelines
• Escalate and work with Line 1.5 Operational Compliance and Line 2 Compliance

Skills

Mandarin fluency

Meticulous

Detail-oriented

Accurate data input

Time management

Multi-tasking

Stakeholder communication

Education

Bachelor's degree or LO MA designations

Job description

Sun Life is seeking a detail-oriented operations professional for a 12-month contract in Singapore to onboard high-net-worth clients and manage new business cases. You will work with the Partner Support team to ensure smooth, accurate processing while adhering to risk and compliance guidelines.

You will handle case setup, data entry, and document indexing, performing due diligence and liaising with internal stakeholders and brokers across regions.