About this role
Job Description: In this role, you will be working on processing Policy Services requests from customers on a day-to-day basis. You will also work on projects relating to the area of work. You will report to a Team Lead within Policy Services team and ensure a timely and seamless experience provided to our Financial Consultants and customers. • Minor alteration changes - Premium payment mode and method, plan type, fund switch, premium redirection, HPS exemption and payout options. • Statements Management - Fund statements, Anniversary statements, bonus statements, Post Sales Quotations, cashback and Loans • Enquiries & appeals – status of application, appeals relating to policy services applications • Manage day to day execution of customer’s change requests or escalations: - Administer customer requests relating to payment frequency, minor alteration changes and statements in accordance to guidelines, service standards and quality. - Provide timely support and services to Financial Consultants and customers. - Other ad-hoc tasks assigned by team leader. Requirements: • Knowledge on Life, ILP and term insurance plans • Insurance agents wanting a switch to backend are welcomed to apply Kindly apply online or send your application to andylee@talentedge.com.sg EA: 15C7572 ID: R1547641
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