Policy Administration Executive

2 days ago

Central Region, Singapore cfc31f17-a17a-4ae7-bd11-b8b0b2ab2b69 Full time $40,000 - $60,000 per year

Our client is leading global financial provider of cross-border wealth planning and employee benefits solutions, supporting high-net-worth individuals and international companies across multiple markets. Their Singapore office is expanding, and are looking for a dedicated policy administrator to join the Operations team.

This role is ideal for someone who is meticulous, service-oriented, and experienced in insurance operations, AML/KYC, and client servicing—especially within the high-net-worth (HNW) client segment.


Key Responsibilities
  • Provide high-quality administrative and customer service support to internal teams, intermediaries, and clients.
  • Review client documentation for completeness, accuracy, and risk assessment requirements.
  • Process new insurance applications and policy servicing requests, including due diligence checks (name screening, public domain searches, AML/KYC, remediation, source-of-wealth reviews).
  • Perform data entry for applications and post-sales transactions.
  • Liaise with custodian banks on account opening and account-related matters.
  • Manage the customer service mailbox and respond to all incoming correspondence (emails, letters, faxes), including complaint handling and resolution.
  • Handle product and service-related enquiries from internal teams, intermediaries, and clients.
  • Prepare periodic management and operational reports.
  • Assist with special projects, process improvements, and other administrative duties as required.

Requirements
  • Diploma or Degree holder with at least 5 years' experience in the insurance industry.
  • Additional certifications such as M5, M9, or LOMA will be an advantage.
  • Proficient in Microsoft Office applications.
  • Proactive, fast learner with willingness to master internal systems.
  • Meticulous with strong attention to detail and accuracy.
  • Independent team player with initiative and a continuous improvement mindset.
  • Knowledge of CDD/AML procedures within an insurer environment will be an advantage.

Only shortlisted candidates will be contacted.

Shirley Tan

EA Licence Number: 19C9859

Registration Number: R

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