Policy Servicing with Insurer (1 year contract) - Up to S$4k

TALENT EDGE RECRUITMENT LLP; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A recruitment firm in Singapore seeks a detail-oriented candidate to manage customer requests related to insurance policy changes. The role requires knowledge of insurance plans and strong interpersonal skills. Key responsibilities include processing customer inquiries, resolving complaints, and supporting Financial Consultants. Candidates should be keen learners and capable of working independently. Apply online or send your application via email for consideration.

Qualifications

• Some knowledge of Life, ILP and term insurance plans.
• Keen learner able to work independently.
• Customer-oriented with good interpersonal skills.

Responsibilities

• Administer customer requests related to policy alterations.
• Assess escalations and make decisions in complaint resolutions.
• Provide support to Financial Consultants and customers.

Skills

Interpersonal skills

Communication skills

Attention to detail

Job description

Job Description:>

• Client level changes - change in personal particulars and contact details, update FATCA/CRS, returned mails
• Policy level changes - change in policy coverage, premium payment mode and method, plan type, free look cancellation, cancellation of policy, fund switch, premium redirection, top-up, reinstatement, add or delete rider, policy assignment, policy review, bankruptcy update, HPS exemption
• Beneficiary changes - Nomination of beneficiary and Trust
• Pay-out – Annuity/ Maturity/ Surrender/ Withdrawal/ Cashback pay-out, Survivorship check and CPFIS Profit & Loss
• Statements Management - Fund statements, Anniversary statements, bonus statements, Post Sales Quotations, Cashback and Loans
• Enquiries & appeals – status of application, appeals relating to policy services applications
• Administer customer requests relating to Major Policy Alteration and Policy Reinstatement function in accordance to guidelines, service standards and quality.
• Assess escalations and make independent decision in complaints resolution.
• Provide timely support and services to Financial Consultants and customers.
• Approve payments within authority limit.
• Other tasks assigned by Team lead.

Requirements:

• Some knowledge on Life, ILP and term insurance plans
• Keen learner and able to work independently
• Customer-oriented, with good interpersonal and communication skills
• Meticulous, able to process requests with accuracy and meet service standards

Kindly apply online or send your application to [e-mail]

EA: 15C7572