Avallis Financial Pte Ltd Hiring! Full Time Client Services Executive - Employee Benefits in - Ricebowl

Position: Client Services Executive - Employee Benefits

Company Name

Avallis Financial Pte Ltd

Key Responsibilities

1. Client and HR Account Servicing

• Serve as the main servicing person for assigned corporate clients and HR representatives.
• Handle day-to-day enquiries on Employee Benefits, coverage, eligibility, employee movements and policy servicing.
• Provide prompt updates, take ownership of outstanding matters and follow through to resolution.
• Build strong working relationships through responsive, accurate and professional service.

 2. Policy Administration and Employee Movements

• Coordinate policy issuance, endorsements, amendments and employee additions, deletions or coverage changes.
• Review policy documents and supporting information for completeness and accuracy.
• Monitor key policy dates, submission deadlines and outstanding documentation.
• Maintain accurate and up-to-date policy, employee and servicing records.

 3. Renewals, Market Review and Insurer Coordination

• Manage renewal timelines and obtain required information from clients and insurers.
• Obtain and compare quotations across premiums, benefits, coverage terms, limits, conditions and exclusions.
• Prepare comparison summaries for internal review and client discussion.
• Support negotiation of premiums and policy terms and highlight material differences or areas requiring further review.
• Follow up with insurers on quotations, renewal terms and outstanding actions.

 4. Employee Benefits and Claims

• SupportSupport HR teams and employees with benefit enquiries, onboarding, eligibility, coverage and claims requirements.
• Guide clients and employees on claims documentation and submission processes.
• Coordinate with insurers on claim status, outstanding requirements and unresolved matters.
• Escalate complex, disputed or technical matters where necessary.

5. Premium Calculation and Payment Follow-Up

• Calculate or verify premium amounts payable based on policy and employee information.
• Check billing statements and communicate payment amounts, instructions and timelines to clients.
• Follow up on outstanding premiums and obtain remittance or payment confirmation.
• Resolve payment discrepancies and maintain accurate payment records in relevant systems, including GEMS.

 6. Client Insights and Coverage Review Support

• Develop an understanding of each client’s workforce, Employee Benefits structure and HR priorities.
• Identify recurring employee concerns, utilisation patterns, servicing issues or potential coverage gaps.
• Highlight areas for review, including duplicated benefits, underutilised benefits or changing client needs.
• Support preparation of client insights, renewal discussions and Employee Benefits reviews.

7. Documentation and Department Support

• Maintain complete and accurate client, policy, claims, payment and servicing records.
• Prepare client presentations, policy summaries, benefit comparisons and servicing materials where required.
• Support client meetings, employee briefings, engagement activities and departmental reporting.
• Contribute to service and process improvements and perform other reasonable duties related to Employee Benefits servicing.

 Relevant Skills and Experience

• Strong customer service and account servicing mindset, with the ability to support corporate clients, HR teams and employees professionally.
• Meticulous and detail-oriented, particularly when handling employee data, policy information, premium calculations and documentation.
• Responsive and able to provide timely follow-up on client enquiries, insurer requests and outstanding matters.
• Strong sense of accountability and ownership, with the discipline to follow through on tasks until matters are properly resolved.
• Comfortable working with numbers and performing basic premium calculations, checking billing information and verifying amounts payable.
• Organised and able to manage multiple client accounts, renewal timelines, policy changes and administrative requirements concurrently.
• Good written and verbal communication skills, with the ability to explain information clearly to clients and employees.
• Able to coordinate effectively with insurers, internal teams and external stakeholders.
• Good problem-solving skills and able to identify discrepancies, missing information or potential servicing issues and escalate where necessary.
• Proficient in Microsoft Excel, Word and Outlook, with the ability to maintain accurate records and trackers.
• Prior experience in customer service, account servicing, insurance administration, HR administration or a similar client-facing support role would be advantageous.
• Prior Employee Benefits or insurance experience is preferred but not essential, as training can be provided to a candidate with the right attitude and willingness to learn.
• Able to work independently while maintaining good communication with the wider team.
• Demonstrates professionalism, reliability, confidentiality and a positive service attitude.