VP, Insurance Policy Servicing and Sales Support Specialist, Private Banking, Consumer Banking Group
3 months ago
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you
Responsibilities
Annual Policy Review
- Prepare Annual Policy Review Packs.
- Conduct Policy Reviews KPI will include number of reviews completed, as well as tracking of upsell/ cross sell efforts.
- Coordinate with external Brokers and track their annual review completion rate for management overview/ RM KPI purpose.
- Compile and keep track of annual review completed by RM/ Insurance Specialists for KPI and scorecard purpose.
- Facilitate policy servicing transactions including but not limited to
- Transfer of ownerships to trust/BVI/PIC/individual for after sales
- Re-financing for policies after transfer and for policies not sold through PBTPC or the bank
- Update of details request
- Surrender
- Death Claims
- Liaise/ coordinate broker related queries and issues with Front Office/ Insurance Specialists
- Assist in the preparation and completion of policy servicing documents.
- Maintain a list of clients referred out to broker.
- Monitor for approval and ensure justified grounds for referral to broker.
- Diploma or Degree in Business Administration, Finance, or related field.
- Minimum 5-10 year of experience in insurance servicing, administration, or sales support.
- Strong knowledge of HNW insurance products and policies.
- Excellent communication and interpersonal skills.
- Proficient in Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Strong attention to detail and accuracy.
- Passion for delivering excellent customer service.
We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.
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Singapore DBS Bank Limited Full timeJob SummaryWe are seeking a highly skilled Insurance Policy Servicing and Sales Support Specialist to join our team in the Consumer Banking Group at DBS Bank Limited. This role is responsible for providing exceptional support to our clients, handling policy servicing transactions, and tracking new business broker referrals.About UsDBS Bank Limited is a...
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