Policy Servicing Consultant (HNW Insurance Broker)

This role offers exposure to affluent client servicing, insurance operations, and wealth management environments.

Responsibilities

Manage end-to-end new business insurance applications and policy issuance

Liaise with insurers, underwriters, relationship managers, and clients on case progress

Follow up on underwriting requirements and outstanding documentation

Ensure accuracy of policy documentation and data entry

Support policy servicing requests, amendments, and endorsements

Ensure compliance with internal policies and regulatory requirements

Requirements

3–5 years of experience in insurance sales, operations, policy servicing, or new business support

Knowledge of life insurance and underwriting processes preferred

Strong attention to detail and communication skills

Ability to manage multiple cases in a fast-paced environment

Experience supporting HNW or wealth management clients is an advantage

CMFAS certifications (M5/M9/HI)

Reg. No. R2199597

BeathChapman Pte Ltd

Licence no. 16S8112