-NEW- 3-6 Months Insurance Policy & Operations Support Assistant (Financial Services)

Job Responsibilities:

·       Manage day-to-day execution and processing of customer policy servicing requests in accordance with established service standards, operational guidelines, and quality requirements.

·       Handle abroad range of customer and policy-related transactions, including:

• Client profile updates (personal particulars, contact details, FATCA/CRS updates, returned mail management)

  Policy amendments (coverage changes, premium payment changes, policy cancellations, reinstatements, fund switches, top-ups, rider additions/removals, assignments, reviews, bankruptcy updates, HPS exemptions)

• Beneficiary and trust-related requests

Processing policy payouts (maturity, surrender, withdrawals, annuity, cashback, survivorship checks, CPFIS profit & loss)

Statement and documentation requests (fund statements, anniversary statements, bonus statements, post-sales quotations, cashback and loan statements)

Customer enquiries and appeals related to policy servicing requests and application status updates

·       Ensure accurate and timely processing while maintaining high standards of customer service and operational excellence.

·       Support incident recovery activities and assist in resolving operational issues when required.

·       Perform additional duties and ad hoc tasks assigned by the Team Lead.

Job Requirements

·       Minimum Diploma in a related discipline

·       Minimum 1year of administrative experience

·       Able to start immediately or within short notice

Interested candidates, kindly email your detailed resumes in MS word format to [email protected]

Attention to Joseph Koh Wei Jie(R1873431)

Shortlisted candidates will be notified

www.ambition.com.sg

EA Registration Number: R1873431

Data provided is for recruitment purposes only

Business Registration Number:200611680D. License Number: 10C5117