🔎 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.
