Job Description

Job Summary In this role, you will be working on processing Policy Services requests from customers on a day-to-day basis. You will also work on projects relating to the area of work as well as driving feedback loop to identify process gaps and implementing improvements. You will report to a Team Lead within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers.

: Policy Services consists of:-

• Client level changes - change in personal particulars and contact details, update FATCA/CRS, returned mails
• Policy level changes - change in policy coverage, premium payment mode and method, plan type, free look cancellation, cancellation of policy, fund switch, premium redirection, top-up, reinstatement, add or delete rider, policy assignment, policy review, bankruptcy update, HPS exemption
• Beneficiary changes - Nomination of beneficiary and Trust
• Pay-out – Annuity/ Maturity/ Surrender/ Withdrawal/ Cashback pay-out, Survivorship check and CPFIS Profit & Loss
• Statements Management - Fund statements, Anniversary statements, bonus statements, Post Sales Quotations, Cashback and Loans
• Enquiries & appeals – status of application, appeals relating to policy services applications

• Administer customer requests in accordance to guidelines, service standards and quality.
• Assess escalations and make independent decision in complaints resolution.
• Provide timely support and services to Financial Consultants and customers.
• Develop and maintain process standard operating procedures (SOP) and user guides

• Understand and identify areas in which there are opportunities for better efficiency, effectiveness and customer centricity.
• Work with technology team in drafting the business requirements.
• Review and sign off UAT test plans and output.
• Monitor post implementation progress to ensure smooth transition.

• Knowledge on Life, ILP and term insurance plans will be added advantage

• Keen learner and able to work independently
• Customer-oriented, with good interpersonal and communication skills
• Meticulous, able to process requests with accuracy and meet service standards
• Problem solving skills
• Proficient in MS Office
• Possesses a digital mindset. Able to appreciate and apply digital tools to processes for efficiency.

• Diploma or Degree holder

• English