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Operations Executive - Policy Servicing (High Net Worth)

  • Location:

    Singapore

  • Sector:

    Operational

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Candy Chew

  • Contact email:

    Candy.Chew@oliverjames.com

  • Job ref:

    JOB-062025-281458_1750143783

  • Published:

    14 Tage her

  • Expiry date:

    2025-07-17

🔎 We're Hiring: Operations Executive - Policy Servicing (High Net Worth)
📍 Location: Singapore
📄 Employment Type: Full-Time | Permanent


About the Role
We are working with an established life insurer with a niche focus in the high net worth segment. As an Operations Executive, you will support the policy servicing function across complex and sensitive life insurance cases. The role requires a meticulous approach, strong coordination skills, and comfort working in a lean and fast-paced environment.


What You'll Do

  • Handle policy servicing requests for high net worth clients, including updates, documentation checks, and administrative changes.

  • Review and validate client-submitted documents and ensure alignment with internal protocols and regulatory requirements.

  • Act as the key liaison between internal teams, business partners, and distribution channels (e.g., brokers, BDMs).

  • Track and manage case progress, ensuring timely resolution and clear communication across stakeholders.

  • Support escalations and coordinate with compliance, underwriting, and legal teams on sensitive or exception-based requests.

  • Contribute to workflow improvements, documentation templates, and SOP refinement.


What We're Looking For

  • 2-4 years of experience in policy servicing, client administration, or operations within the life insurance industry.

  • Exposure to high net worth clients or complex case handling preferred.

  • Familiarity with KYC, AML, and CDD procedures.

  • Detail-oriented with strong communication and coordination skills.

  • Able to work independently in a lean and high-accountability team setup.

  • Diploma or degree in business, insurance, or related field; insurance certifications (M5, M9, HI) are a plus.


Why Join?

  • Work in a specialised high net worth environment with strong exposure to complex policy servicing.

  • Collaborate cross-functionally with experienced stakeholders in compliance, underwriting, and distribution.

  • Opportunity to contribute to process optimisation and system enhancements.


📩 Apply now to explore this unique opportunity - ideal for candidates looking to grow their operations career in a focused and premium segment of the insurance industry.

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