Policy Specialist

6 days ago


Singapore beBeePolicy Full time $35,000 - $50,000
Policy Services Officer Job Description

We are seeking a highly skilled Policy Services Officer to fulfill key roles in our organization.

  • Client Servicing: Manage client-level servicing, including updates to personal particulars, contact details, FATCA/CRS information, and handling of returned mail items.
  • Policy Transactions: Process policy-level transactions such as coverage updates, premium mode/method changes, plan adjustments, cancellations (free look/termination), fund switches, premium redirections, top-ups, reinstatements, rider management, policy assignments, reviews, bankruptcy updates, and HPS exemptions.
  • Beneficiary Services: Facilitate beneficiary services, including nominations and trust arrangements.
  • Policy Payouts: Handle policy pay-outs, including annuity, maturity, surrender, withdrawal, cashback, survivorship checks, and CPFIS profit/loss.
  • Statements Management: Oversee statements management, including fund, anniversary, and bonus statements, as well as post-sales quotations, cashback, and loan statements.
  • Enquiries and Appeals: Respond to client enquiries and manage appeals relating to policy services and applications.
Requirements
  • Education: Minimum Diploma in a related discipline is required.
  • Experience: At least one year of administrative experience is mandatory.
  • Availability: Immediate or short-term start date is preferred.

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