Customer Service Specialist

1 week ago

Singapore Office Secretaries Full time

**Job Purpose**
- To administer all new business submissions and top-ups, data input and collecting all required documents and liaising with personnel from Head Office.
- To administer all post-sales requests, liaising with personnel from Head Office and ensure that these are processed within agreed service level with adherence to compliance requirements.
- To manage and build relationship with partners for new business and after sales requests.
- To manage calls and requests from customers.
- The team manage all SG MAS regulated products including PPLI & VUL.

**Responsibilities**
- Undertake all activities to process customers request in accordance with local and head office procedures and guidelines.
- Attend to all enquiries (both external and internal).
- Manage shared mailboxes (from external).
- Perform processing of new business case submission: including case registration, system administration, which includes determining the mandatory documents and information/evidence required for assessment.
- Prepare and review processing of policy servicing requests, including case registration, system administration, which includes determining the mandatory documents and information/evidence required for assessment for requests such as:

- top-ups,
- minor alterations (such as change of address, change of broker, nomination of beneficiaries, policyholder password resets & related client WI queries)
- major alterations (such as partial and full surrenders)
- Conduct security call
- generate policy valuations, surrender valuations, cash account transaction reports, maximum withdrawal calculations
- Check incoming payments on HSBC/Bankline & update SG log
- Coordinate and follow up with various stakeholders, including Head Office on case assessments/requests as required.
- Participating in continuous improvement activities to improve the timeliness, quality, or cost of delivering services to the customer.
- Perform any other ad-hoc assigned duties/projects.
- Ensure excellence in operational efficiency where transactions are processed within stipulated turnaround time.
- Undertake tasks and comply with group values, internal policies, procedures and the relevant laws and regulations.

**Requirements**:

- Customer-service oriented
- Problem-solving and critical thinking to evaluate, develop and implement solutions
- Excellent individual contributor as well as team player (intra
- and inter-department)
- Meticulous & results oriented
- Knowledge of market practices, including applicable laws, rules and regulations.

**HOW TO APPLY**:
Interested applicants, please submit your updated resume & a recent photo in MS Word format to :

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