Insurance Servicing & Operations Executive

Life Insurance and General Insurance

Employment Type:  Full-Time

Location:  Central Singapore

Salary:  S$2,800–S$3,500 per month, commensurate with experience

Role Overview

We are a growing financial advisory practice seeking a dependable and organised Insurance Servicing & Operations Executive to support our life insurance and general insurance business.

You will work closely with the Agency Director and serve as the main coordinator for client servicing, claims, renewals, policy administration and daily business operations.

This position is suitable for someone who enjoys varied responsibilities, takes ownership of assigned matters and is comfortable working in a small but growing team.

Key Responsibilities

Insurance Servicing:

Attend to client enquiries relating to life and general insurance policies

Assist with life and GI claims submissions, documentation and follow-ups

Coordinate policy-servicing requests, endorsements and renewals with clients and insurers

Monitor outstanding premiums, unsuccessful deductions and pending documentation

Track renewal dates and follow up proactively to prevent policies from lapsing

Submit and monitor servicing requests through insurers’ online portals

Provide clients with timely updates on outstanding claims and servicing matters

Maintain proper records of all follow-ups and completed actions

Operations and Administrative Support:

Monitor business emails and highlight matters requiring urgent attention or follow-up

Maintain accurate client, policy, claims and renewal records in the CRM system

Prepare forms, letters, reports and other administrative documents

Organise client files and ensure documentation is complete and properly recorded

Coordinate client appointments, meetings and follow-up activities

Support the Agency Director with day-to-day business administration

Assist with recruitment advertisements, candidate records and interview scheduling

Perform other reasonable operational and administrative duties when required

Requirements

Diploma or higher qualification

At least two years of experience in insurance servicing, administration, operations or customer service is preferred

Experience in life insurance or general insurance will be an advantage

Candidates experienced in one insurance area must be willing to learn the other

Familiarity with insurer portals, CRM systems and Microsoft Office applications is advantageous

Strong written and spoken English

Meticulous, organised and able to manage multiple cases

Responsible and proactive, with strong follow-through

Comfortable communicating with clients and insurers by email, telephone and WhatsApp

Able to work independently after receiving appropriate guidance and training

Able to handle confidential client and business information professionally

What We Offer

Direct exposure to life insurance, health insurance and general insurance operations

Hands-on training in areas where the candidate has less experience

Opportunity to grow together with an expanding financial advisory practice

Varied responsibilities with meaningful involvement in the business

Salary review based on performance and ability to manage responsibilities independently