Contract Insurance New Business Officer, Backend Operations (Up to $3,000)

Recruit Express Pte Ltd| Date Posted: 1-Feb-2020
EA Licence No: 99C4599|EA Personal Registration No: R1986990
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Job Nature:
Contract
Position Level:
Entry Level, Experienced
Qualification:
Diploma, Bachelor's / Honours

Job Description

Jobs Responsibilities

  • New business, account servicing and maintenance
  • Performing account opening and transactions for unit trust
  • To create client details, contract creation and initial premium set up.
  • Ensuring To ensure all objectives and KPIs as determined are met.
  • Ensure compliance with the relevant business standards.
  • Client Level Changes e.g. change in personal particulars, contact details, returned mails.
  • Policy Level Changes e.g. change in coverage, premium payment mode and method, plan type, alter from inception, free look cancellation, fund switch, premium redirection, top-up, policy lapse, policy reinstatement, add or delete rider.
  • Beneficiary Changes e.g. nomination of beneficiary, policy assignment, trust, bankruptcy, Post Sales Quotation
  • Policy Values Payout e.g. annuity payout and survivorship check, post sales quotation, maturity payout, surrender payout, withdrawal payout, CPFIS Profit & Loss, Bonus statements, fund statements, fund reports
  • FDOs e.g. fund statements, policy endorsements, bonus statements.
  • Handling Enquiries & Appeals – enquiries into status of application, appeals relating to administrative requirements.
  • Other ad-hoc admin requirements assigned by supervisor / manager from time to time

 

Job Requirements

  • Min. Diploma / Degree
  • Prior work experience in insurance admin / bank admin
  • Able to start work within short notices

 

Application Procedures
Interested candidates, please email your resume to:

Attention: Lynn Mak Ling Ling (CEI No. R1986990)
[Click Here to Email Your Resume]
Recruit Express Pte Ltd (EA No. 99C4599)

 

Company Overview
Recruit Express Pte Ltd