
NEW- 12 Months Policy Services Analyst
6 days ago
Job Responsibilities:
· Manage client-level servicing, including updates to personal particulars, contact details, FATCA/CRS information, and handling of returned mails.
· 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.
· Facilitate beneficiary services, including nominations and trust arrangements.
· Handle policy pay-outs, including annuity, maturity, surrender, withdrawal, cashback, survivorship checks, and CPFIS profit/loss.
· Oversee statements management, including fund, anniversary, and bonus statements, as well as post-sales quotations, cashback, and loan statements.
· Respond to client enquiries and manage appeals relating to policy services and applications.
· Adhoc tasks and projects as assigned
Job Requirements
· Minimum Diploma in a related discipline
· Minimum 1 year of relevant experience
· Able to start immediately or within short notice
Interested candidates, kindly email your detailed resumes in MS word format to
Attention to Joseph Koh Wei Jie (R
Shortlisted candidates will be notified
EA Registration Number: R1873431
Data provided is for recruitment purposes only
Business Registration Number: D. License Number: 10C5117
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