Policy Admin Manager/ Life Insurance/ Brokerage Firm (REF:TYL)

5 Days Work (Mon - Fri)

Insurance Brokerage Firm

Company with great career prospect and environment

Job Description:

• Work closely with case managers to ensure the Client Master Listing is accurately updated after policy inception
• Perform data cleansing to maintain an up-to-date client database
• Monitor and manage policy servicing processes, ensuring timely and accurate policy renewals and client communications
• Collaborate with consultants to ensure the Annual Review Pack is prepared promptly for the yearly review exercise
• Prepare Paid Reports for received commissions
• Generate and submit accurate and timely reports related to sales illustrations and policy services as required by management
• Support the integration of the quotation system with the new CRM system
• Ensure compliance with internal policies, procedures, and regulatory requirements
• Work cross-functionally with other departments to enhance service delivery and client satisfaction
• Perform other duties as assigned by superiors

Job Requirement:

• Diploma in Business, Finance, Insurance, or a related field.
• Minimum 5 years of experience in policy administration within an insurance brokerage or financial services environment.
• Strong knowledge of insurance products, policy servicing processes, and compliance regulations.
• Proficiency in CRM systems and policy management software.

HOW TO APPLY:

Interested applicants, kindly send your resume in MS WORD format to ref24#trustrecruit.com.sg or please click on “Apply Now”.

We regret only shortlisted candidates will be notified.

Important Note: Trust Recruit Pte Ltd is committed to safeguarding your personal data in accordance with the Personal Data Protection Act (PDPA).

Please read our privacy statement on our corporate website www.trustrecruit.com.sg.

Trust Recruit Pte Ltd

EA License No: 19C9950

EA Personnel: Teah Yan Lin (Rolland)

EA Personnel Reg No: R23115528