Insurance Servicing & Operations Executive

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

Role Overview

We are an expanding financial advisory practice searching for a reliable and efficient Insurance Servicing & Operations Executive to assist our life and general insurance divisions. You will collaborate closely with the Agency Director and serve as the central point of contact for customer service, claims, renewals, policy handling and routine business administration. This role is ideal for an individual who thrives on diverse tasks, takes accountability for assigned projects and feels at ease working within a compact but scaling team.

Key Responsibilities

Insurance Servicing:

• Respond to customer questions regarding life and general insurance plans
• Assist with life and GI claims submissions, documentation and follow-ups
• Manage policy-servicing requests, endorsements and renewals with clients and insurers
• Track outstanding premiums, unsuccessful deductions and pending documentation
• Track renewal dates and follow up proactively to prevent policies from lapsing
• Submit and monitor servicing requests through insurers’ online portals
• Provide clients with timely updates on outstanding claims and servicing matters
• Maintain proper records of all follow-ups and completed actions

Operations and Administrative Support:

• Review business emails and flag issues needing immediate action or subsequent tracking
• Keep accurate client, policy, claims and renewal histories updated within the CRM platform
• Draft forms, correspondence, statements and alternative administrative records
• Arrange customer folders and verify that paperwork is complete and systematically filed
• Coordinate client appointments, meetings and follow-up activities
• Support the Agency Director with day-to-day business administration
• Assist with recruitment advertisements, candidate records and interview scheduling
• Perform other reasonable operational and administrative duties when required

Requirements

• Diploma or higher qualification
• A minimum of two years working in insurance servicing, administration, operations or client care is preferred
• Experience in life insurance or general insurance will be an advantage
• Candidates experienced in one insurance area must be willing to learn the other
• Familiarity with insurer portals, CRM systems and Microsoft Office applications is advantageous
• Strong written and spoken English
• Meticulous, organised and able to manage multiple cases
• Responsible and proactive, with strong follow-through
• Comfortable communicating with clients and insurers by email, telephone and WhatsApp
• Able to work independently after receiving appropriate guidance and training
• Able to handle confidential client and business information professionally

What We Offer

• Direct exposure to life insurance, health insurance and general insurance operations
• Hands-on training in areas where the candidate has less experience
• Opportunity to grow together with an expanding financial advisory practice
• Varied responsibilities with meaningful involvement in the business
• Salary review based on performance and ability to manage responsibilities independently

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