Job Description

Life Insurance and General Insurance

Employment Type: Full-Time
Location: Central Singapore
Salary: S$2,800-S$3,500 per month, commensurate with experience

Role Overview

We are a growing financial advisory practice seeking a dependable and organised Insurance Servicing & Operations Executive to support our life insurance and general insurance business.

You will work closely with the Agency Director and serve as the main coordinator for client servicing, claims, renewals, policy administration and daily business operations.

This position is suitable for someone who enjoys varied responsibilities, takes ownership of assigned matters and is comfortable working in a small but growing team.

Key Responsibilities

Insurance Servicing:

Attend to client enquiries relating to life and general insurance policies
Assist with life and GI claims submissions, documentation and follow-ups
Coordinate policy-servicing requests, endorsements and renewals with clients and insurers
Monitor 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:

Monitor business emails and highlight matters requiring urgent attention or follow-up
Maintain accurate client, policy, claims and renewal records in the CRM system
Prepare forms, letters, reports and other administrative documents
Organise client files and ensure documentation is complete and properly recorded
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
At least two years of experience in insurance servicing, administration, operations or customer service 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