Role Summary
- Customer Correspondence / Web Communication
This is a customer service correspondence role within the insurance firm, mainly responsible for handling customer and intermediary/ adviser enquiries via email, with some letters and outbound calls.
The person will manage cases through Salesforce, resolve both routine and some non-routine enquiries, process customer requests, followup on outstanding cases and ensure service standards/ SLAs are met.
Compared with the more junior correspondence role, this position requires more independence and judgement and may also involve guiding junior team members.
Key Responsibilities
- Handle customer and adviser/ intermediary enquiries, primarily via email.
- Manage and document cases in Salesforce.
- Respond through emails, letters and outbound calls where required.
- Resolve routine and non-routine customer issues using SOPs, templates and product/ process knowledge.
- Handle service recovery and follow up on outstanding cases.
- Identify exceptions, risks or sensitive complaints and escalate when necessary.
- Ensure accurate documentation, audit trail and SLA/service quality.
- Provide guidance or process knowledge to junior team members where required.
Key Requirements
Experience
- Relevant experience in Customer Service, Customer Correspondence or Insurance Operations.
- Preferably experience handling customer/adviser emails and service requests.
- Basic knowledge of Life, Health and Investment-Linked insurance products.
- Insurance industry experience would be highly relevant.
Skills
- Strong written and spoken Languages – especially important due to the email-heavy nature of the role.
- Good customer service and problem-solving skills.
- Able to handle routine and non-routine cases with some independence.
- Able to identify when a case needs escalation.
- Good time management and ability to meet SLAs.
- Comfortable using computer systems; Salesforce experience is advantageous.
- Able to guide or assist junior team members.
Education / Certification
- Diploma or Degree
- HI, M5, M8 or M9 certification is advantageous but not mandatory
- Insurance experience, especially life, health or investment-linked products, is advantageous
- Salesforce experience is a plus
Interest applicants, pls email updated resume to *************
Jessie Hoe Huey Miin
CEI Reg No. R1103861
EA Lic: 99C4599