RECRUIT EXPRESS PTE LTD Hiring! Full Time Financial Consultant Servicing Executive | Insurance Operations | Non-Sales #HMS in Islandwide (Singapore), Earn up to SGD 4,000 - Ricebowl

Financial Consultant Servicing Executive | Insurance Operations | Non-Sales

Marina One
$3,960–$4,960/month + 0.5 Month Bonus
Immediate / Maximum 2 Weeks' Notice Preferred
Non-Sales Role

Great opportunity for candidates with insurance / financial advisory experience who would like to move away from frontline sales into a client servicing and operations role supporting Financial Consultants.

Candidates with prior Financial Consultant / Personal Financial Consultant (PFC) experience who are keen on a non-sales position are welcome.

Financial Consultant & Policy Servicing

• Act as a key point of contact for Financial Consultants on insurance, investment and policy servicing matters
• Coordinate closely with Underwriting, Policy Services, Claims and Investment Operations to resolve cases
• Proactively follow up on outstanding or "stuck" policies and drive cases towards resolution
• Ensure enquiries and servicing requests are handled accurately and efficiently

Investment & ILP Operations

• Monitor fund switches, top-ups and partial withdrawals
• Follow up on failed trades, transaction delays and other investment servicing issues
• Coordinate with Investment Operations and Customer Service to resolve discrepancies

Underwriting, Claims & Policy Operations

• Liaise with Underwriting on medical or financial loadings for higher-sum-assured cases
• Support escalation and coordination of death, disability and critical illness claims
• Coordinate with relevant teams on special or customised quotations
• Follow through on complex policy servicing cases until closure

Interested candidates, do submit your resume to : ************* OR telegram @jocelynchan

Jocelyn Chan | Consultant | Recruit Express Pte Ltd (Healthcare & Lifescience)
Company EA Licence number : 99C4599
Personnel EA License: R1331820