Policy Servicing Consultant (HNW Insurance Broker)
6500 - 9000 SGDFull-time
Ethos BeathChapman Singapore
This role offers exposure to affluent client servicing, insurance operations, and wealth management environments.
Responsibilities
- Manage end-to-end new business insurance applications and policy issuance
- Liaise with insurers, underwriters, relationship managers, and clients on case progress
- Follow up on underwriting requirements and outstanding documentation
- Ensure accuracy of policy documentation and data entry
- Support policy servicing requests, amendments, and endorsements
- Ensure compliance with internal policies and regulatory requirements
Requirements
- 3–5 years of experience in insurance sales, operations, policy servicing, or new business support
- Knowledge of life insurance and underwriting processes preferred
- Strong attention to detail and communication skills
- Ability to manage multiple cases in a fast-paced environment
- Experience supporting HNW or wealth management clients is an advantage
- CMFAS certifications (M5/M9/HI)
Reg. No. R2199597
BeathChapman Pte Ltd
Licence no. 16S8112
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Policy Servicing Consultant (HNW Insurance Broker) in Singapore vacancy
8000 - 15000 SGD
...The client is a well-established insurance broker firm that partners with the private banks to provide... ...within the banking and financial services industry Excellent communication and... ...ability to manage multiple clients and policies simultaneously Strong sales track record...5000 - 6000 SGD
...The client is a HNW insurance broker firm. Job responsibilities Prepare presentation decks for sales team usage for client engagement... ...documentation from clients and relevant stakeholders. Maintain service standards to develop and improve customer satisfaction and...8000 - 10000 SGD
...' Our client, an international insurance broker in Singapore is looking for candidates to... ...expanding business as an Estate Planning Consultant. Key Responsibilities: Develop and... ...uncover and develop opportunities among HNW clients. Meet with clients to present...5000 - 6000 SGD
...The client is a HNW insurance broker firm that partners with private banks to provide wealth management solutions to the UHNW individuals. They... ...expanding their sales support team. Job Description Maintain service standards to develop and improve customer satisfaction and...8000 - 10000 SGD
...Our client, an international insurance broker in Singapore is looking for candidate to join their... ...expanding business as an Estate Planning Consultant. Key Responsibilities: Build... ...closely with bankers to identify and develop HNW client opportunities Meet clients and...4500 - 7500 SGD
...one of the largest national risk advisory, insurance and reinsurance brokers in Singapore. Acclaim is the 1st Corporate Risk and Insurance Consulting Firm to be a winner since inauguration of Enterprise 50 (E50) . Acclaim services more than 2000 corporate customers ranging...3800 - 4500 SGD
...ComfortDelGro Insurance Brokers Pte Ltd invites suitably qualified candidates for the position of... ...~ Assist the Managers in the day-to-day servicing of corporate account. ~ Assist to conduct... ..., approach and strategy. ~ Check policy documents against placement slips to...7000 - 13000 SGD
...This role is with a well-established insurance broker firm that partners with private banks to... ...management within the insurance and financial services space. You will work closely with... ...ability to manage multiple clients and policies By applying, you consent that the contents...5000 - 8000 SGD
...Responsibilities: Provide financial advisory and insurance solutions to clients through referrals... ...proposals , while providing ongoing servicing and addressing clients’ and partners’... ...in line with our company’s Privacy Policy. EA Personnel Name: Gabriel Tan EA...2800 - 3500 SGD
...Perform policy checks to ensure documents are accurate and complete. Handle data entry tasks with attention to detail. Upload documents... ...above At least 2 years of administrative experience in the insurance industry. Proficient in using Microsoft Dynamics 365...2500 - 3200 SGD
...is required to provide admin support to the team of servicers and ensure proper documentation for each policy placed and be up to date with all electronic filing... ...coverage summary, cover note, Certificate of Insurance, enclosure letters etc. Assist with the invoicing...12000 - 14000 SGD
...investor prospects, conducting investment consultations, and converting opportunities into long-... ...in candidates from wealth management, insurance advisory, financial advisory, investment... ...sales, and other consultative financial services sales environments. Positioning note:...6500 - 8000 SGD
...YOUR NEW JOB As a Sales Consultant, you’ll provide tailored financial advisory focused on insurance and liquidity planning for HNW Taiwanese clients. You’ll build relationships with... ...Ensure full compliance with internal policies and MAS regulations Conduct timely policy...4500 - 7500 SGD
...one of the largest national risk advisory, insurance and reinsurance brokers in Singapore. Acclaim is the 1st Corporate Risk and Insurance Consulting Firm to be a winner since inauguration of Enterprise50 (E50) . Acclaim services more than 2000 corporate customers ranging...7500 - 12500 SGD
...currently partnering with established insurance broking firms in Singapore and... ...with experienced Insurance Brokers across a number of specialist... ...to placement and ongoing servicing. Advising clients on risk exposures... ..., capacity, pricing and policy terms. Building strong...3000 - 4800 SGD
...Responsibilities Handle and process insurance claims for clients, mainly for marine insurance matters. Record new claim notifications and monitor claim progress until settlement. Coordinate with clients, insurers, surveyors, adjusters and other related parties....2800 - 3400 SGD
...Handle customer and agent enquiries relating to insurance policies. Process new policies, renewals, endorsements, and policy amendments accurately. Maintain and update client and policy information in internal systems. Review processed policies and documents to ensure...9000 - 13000 SGD
...experienced Wealth Manager to drive growth within the High-Net-Worth (HNW) intermediary channel. You will be responsible for developing and... ...share. This role requires a strong understanding of HNW insurance solutions, relationship management, and business development within...- ...We are currently seeking a Legal Consutlant with Insurance / Financial Services experience to join our ranks and provide legal support to Fortune... ...understand that many legal professionals have chosen to adopt the consultancy model, and we are happy to discuss this option with you....
7000 - 10000 SGD
...Japanese corporations, ABeam Consulting has served our clients through... ...provide truly comprehensive services. About the Role: We are... ...Senior Consultant to join our Insurance Practice, bringing deep... ...such as underwriting, claims, policy administration, distribution,...10000 - 12500 SGD
...a leading homegrown financial services company, offering consumers a... ...addition to a comprehensive suite of insurance plans, employee benefits,... ...with private banking, wealth, broker and adviser distribution... ...CFT requirements and internal policies. · Assess beneficial ownership...7500 - 12000 SGD
...drive growth within the High-Net-Worth (HNW) intermediary channel. You will be responsible... ...strategic relationships with HNW insurance brokers, wealth advisory firms, private banks, family... ...management teams to deliver exceptional service to intermediaries. Provide market...7000 - 9000 SGD
...accounting firms and other professional intermediaries. Generate HNW/UHNW business opportunities through strategic partnerships and... ..., private banking, wealth management, trust/fiduciary services, insurance, family office or professional services. Strong network of...2800 - 3150 SGD
...Process daily policy servicing transactions accurately and efficiently Handle client information updates, including personal particulars and contact details Process policy changes such as: Premium frequency and payment method changes Beneficiary nominations Policy reinstatement...2500 - 3150 SGD
...Key Responsibilities Responsible for daily processing of policy servicing transactions efficiently and accurately. Daily policy servicing... ...Policy Values Requirements Relevant experience in the insurance industry or in an administrative capacity. Diploma in Business...5800 - 6300 SGD
...Job Description: Deliver high quality, accurate and prompt service to customers Manage, lead, and provide guidance to a team of policy servicing executives Manage customers’ complaints, escalate where necessary and collaborate with various internal stakeholders to...3000 - 3150 SGD
...Job Responsibilities: Responsible for daily processing of policy servicing transactions efficiently and accurately. Daily policy servicing... ...Minimum GCE A Levels or Diploma with relevant experience in the insurance industry CLI, ILP, FNA or M5, M8, M9, HI (Preferred)...6000 - 7500 SGD
...Position : Case Manager (HNW Insurance / New Business) Location : Robinson Road (Nearest MRT: Shenton Way & Tanjong... ...Industry : HNW Insurance Brokerage / Financial Services Main Responsibilities: Prepare policy highlights, quotations and insurer illustrations for...- ...critical sectors in Government, Transport, Services and Utilities clusters. The team partners... ...and implementing cybersecurity policies and code of practice; • Defence policy... ...risk management, compliance and/or cyber consulting capacity; • Relevant qualification in Political...
3800 - 4500 SGD
...Handle new business, renewals and endorsements for commercial insurance policies. Prepare and maintain accurate policy documentation. Perform... ...). Ensure work is completed accurately and within required service standards. Perform other ad-hoc duties as assigned....
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Policy Servicing Consultant (HNW Insurance Broker). Be the first to apply!
