- Singapore
Kerja Sepenuh Masa Insurance Servicing - Operations Executive, Gaji tinggi SGD 4,500 di Placement Professionals - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
*************
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Role Overview
We are an expanding financial advisory practice searching for a reliable and efficient Insurance Servicing & Operations Executive to assist our life and general insurance divisions.
You will collaborate closely with the Agency Director and serve as the central point of contact for customer service, claims, renewals, policy handling and routine business administration.
This role is ideal for an individual who thrives on diverse tasks, takes accountability for assigned projects and feels at ease working within a compact but scaling team.
Key Responsibilities
Insurance Servicing:
Respond to customer questions regarding life and general insurance plans
Assist with life and GI claims submissions, documentation and follow-ups
Manage policy-servicing requests, endorsements and renewals with clients and insurers
Track outstanding premiums, unsuccessful deductions and pending documentation
Track renewal dates and follow up proactively to prevent policies from lapsing
Submit and monitor servicing requests through insurers’ online portals
Provide clients with timely updates on outstanding claims and servicing matters
Maintain proper records of all follow-ups and completed actions
Operations and Administrative Support:
Review business emails and flag issues needing immediate action or subsequent tracking
Keep accurate client, policy, claims and renewal histories updated within the CRM platform
Draft forms, correspondence, statements and alternative administrative records
Arrange customer folders and verify that paperwork is complete and systematically filed
Coordinate client appointments, meetings and follow-up activities
Support the Agency Director with day-to-day business administration
Assist with recruitment advertisements, candidate records and interview scheduling
Perform other reasonable operational and administrative duties when required
Requirements
Diploma or higher qualification
A minimum of two years working in insurance servicing, administration, operations or client care is preferred
Experience in life insurance or general insurance will be an advantage
Candidates experienced in one insurance area must be willing to learn the other
Familiarity with insurer portals, CRM systems and Microsoft Office applications is advantageous
Strong written and spoken English
Meticulous, organised and able to manage multiple cases
Responsible and proactive, with strong follow-through
Comfortable communicating with clients and insurers by email, telephone and WhatsApp
Able to work independently after receiving appropriate guidance and training
Able to handle confidential client and business information professionally
What We Offer
Direct exposure to life insurance, health insurance and general insurance operations
Hands-on training in areas where the candidate has less experience
Opportunity to grow together with an expanding financial advisory practice
Varied responsibilities with meaningful involvement in the business
Salary review based on performance and ability to manage responsibilities independently
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456)
*************
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Role Overview
We are an expanding financial advisory practice searching for a reliable and efficient Insurance Servicing & Operations Executive to assist our life and general insurance divisions.
You will collaborate closely with the Agency Director and serve as the central point of contact for customer service, claims, renewals, policy handling and routine business administration.
This role is ideal for an individual who thrives on diverse tasks, takes accountability for assigned projects and feels at ease working within a compact but scaling team.
Key Responsibilities
Insurance Servicing:
Respond to customer questions regarding life and general insurance plans
Assist with life and GI claims submissions, documentation and follow-ups
Manage policy-servicing requests, endorsements and renewals with clients and insurers
Track outstanding premiums, unsuccessful deductions and pending documentation
Track renewal dates and follow up proactively to prevent policies from lapsing
Submit and monitor servicing requests through insurers’ online portals
Provide clients with timely updates on outstanding claims and servicing matters
Maintain proper records of all follow-ups and completed actions
Operations and Administrative Support:
Review business emails and flag issues needing immediate action or subsequent tracking
Keep accurate client, policy, claims and renewal histories updated within the CRM platform
Draft forms, correspondence, statements and alternative administrative records
Arrange customer folders and verify that paperwork is complete and systematically filed
Coordinate client appointments, meetings and follow-up activities
Support the Agency Director with day-to-day business administration
Assist with recruitment advertisements, candidate records and interview scheduling
Perform other reasonable operational and administrative duties when required
Requirements
Diploma or higher qualification
A minimum of two years working in insurance servicing, administration, operations or client care is preferred
Experience in life insurance or general insurance will be an advantage
Candidates experienced in one insurance area must be willing to learn the other
Familiarity with insurer portals, CRM systems and Microsoft Office applications is advantageous
Strong written and spoken English
Meticulous, organised and able to manage multiple cases
Responsible and proactive, with strong follow-through
Comfortable communicating with clients and insurers by email, telephone and WhatsApp
Able to work independently after receiving appropriate guidance and training
Able to handle confidential client and business information professionally
What We Offer
Direct exposure to life insurance, health insurance and general insurance operations
Hands-on training in areas where the candidate has less experience
Opportunity to grow together with an expanding financial advisory practice
Varied responsibilities with meaningful involvement in the business
Salary review based on performance and ability to manage responsibilities independently
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Peringatan Penting
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