Senior Associate, Insurance Ops & Business Support Flexible

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

Job summary

HSBC Life Singapore is seeking a high-calibre Senior Associate, Business Support to coordinate between representatives and internal/offshore teams for insurance and investment applications. You will review forms, perform pre-submission checks, and ensure accurate data handling across policy documentation and regulatory requirements.

The role emphasizes strict adherence to MAS AML/KYC/CDD standards, strong coordination across groups, and a proactive approach to processing New Business

Qualifications

• Experience in insurance operations, policy administration, or business support functions.
• Strong understanding of AML, KYC and CDD requirements under MAS.
• Excellent coordination, follow-up and stakeholder management skills.
• Ability to manage multiple tasks and meet deadlines.
• High attention to detail and accuracy.

Responsibilities

• Act as the primary coordinator 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 on missing or unclear information to facilitate smooth processing.
• 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.
• Provide manual data inputs and documentation support to internal control functions (CDD, Sales Quality, Complaint management).
• Ensure timely processing and handling of New Business submissions to third-party providers.
• Liaise with third-party providers to resolve submission queries and documentation requests.
• Access third-party provider portals to download policy documents and related records.
• Track and update the status of new business submissions with third-party providers weekly.

Skills

Insurance operations

Policy administration

Business support functions

Coordination

Stakeholder management

Attention to detail

Job description

HSBC Life Singapore is seeking a high-calibre Senior Associate, Business Support to coordinate between representatives and internal/offshore teams for insurance and investment applications. You will review forms, perform pre-submission checks, and ensure accurate data handling across policy documentation and regulatory requirements.

The role emphasizes strict adherence to MAS AML/KYC/CDD standards, strong coordination across groups, and a proactive approach to processing New Business