Job Description

Position: Customer Service Specialist (insurance company) 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.

Employment benefits:
AL: 23 days per year
Medical: AIA flexi vital care plan for the employee (see attached for the details)
Working hours: 9am to 530pm, Mon \xe2\x80\x94 Fri, not expected to OT
Possible renewal of contract or conversion to perm after contract term ends, subject to performance

HOW TO APPLY:
Interested applicants, please submit your updated resume & a recent photo in MS Word format to :
sue@officesecretaries.com.sg
Please state your availability, current & expected salaries for processing purpose. All applications will be treated in the strictest confidence. We regret that only shortlisted candidates will be notified.