Job Description

Financial Consultant Servicing Executive | Insurance Operations | Non-Sales

Marina One
$3,960-$4,960/month + 0.5 Month Bonus
Immediate / Maximum 2 Weeks Notice Preferred
Non-Sales Role

Great opportunity for candidates with insurance / financial advisory experience who would like to move away from frontline sales into a client servicing and operations role supporting Financial Consultants.

Candidates with prior Financial Consultant / Personal Financial Consultant (PFC) experience who are keen on a non-sales position are welcome.

Financial Consultant & Policy Servicing

. Act as a key point of contact for Financial Consultants on insurance, investment and policy servicing matters
. Coordinate closely with Underwriting, Policy Services, Claims and Investment Operations to resolve cases
. Proactively follow up on outstanding or stuck policies and drive cases towards resolution
. Ensure enquiries and servicing requests are handled accurately and efficiently

Investment & ILP Operations

. Monitor fund switches, top-ups and partial withdrawals
. Follow up on failed trades, transaction delays and other investment servicing issues
. Coordinate with Investment Operations and Customer Service to resolve discrepancies

Underwriting, Claims & Policy Operations

. Liaise with Underwriting on medical or financial loadings for higher-sum-assured cases
. Support escalation and coordination of death, disability and critical illness claims
. Coordinate with relevant teams on special or customised quotations
. Follow through on complex policy servicing cases until closure

Interested candidates, do submit your resume to : [Confidential Information] OR telegram @jocelynchan

Jocelyn Chan | Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience)
Company EA Licence number : 99C4599
Personnel EA License: R1331820