HNW Policy Servicing (Insurance|Up to $5k)

The Opportunity

This is an exciting opportunity to work for one of the leading global banks.
It is an opportunity for an experienced HNW Policy Servicing to join their team

The Job

Respond promptly and professionally to enquiries received from distributors across multiple channels, ensuring clear and accurate information is provided.
Process customers’ policy change requests within agreed turnaround times, while maintaining full compliance with the company's requirements and all relevant regulatory standards.
Review and manage legal documents for policies assigned to banks as collaterals and assignments to trust institutions and entities.
Prepare and issue CSV month end statements requested by distributors and banks.
Maintain and update Standard Operating Procedures (SOPs) to reflect process changes and ensure service consistency.
Deliver other adhoc tasks or projects assigned by the manager

The Talent

Diploma holder in business or a related field.
Minimum 3 years’ experience in policy servicing team in the life insurance industry.
Familiar with life insurance processes and local regulations.
Highly service oriented, strong organizational skills and ability to multi-task.
Has a strong flair in administrative work. Meticulous and detail oriented.
Good team player with strong interpersonal and communication skills.
Experience in the use of Microsoft Office applications, Life Insurance Policy Administration System, Workflow and Imaging System.

Next Steps

Drop your resume and contact us to follow-up, or send your resume to cecilia.sim@adecco.com
Email Topic: Apply HNW Policy Servicing
Only shortlisted candidates will be contacted

Cecilia Sim Xin Yang

Personnel Registration No. R22105099

EA Licence No.91C2918