Our clients are seeking motivated and dynamic individuals to join our new business unit.
This role is ideal for individuals who are passionate about personal growth through building
a career in the finance industry. We are seeking for an Operations Support Specialist to support our newly established business unit.
If you thrive in a fast-paced environment and enjoy supporting cross-functional processes, we’d love to hear from you.
Continuous on-the-job training is in place to support you! You will be working with leaders
and senior team members to understand client needs, provide support, and contribute to
overall client satisfaction and business growth

REQUIREMENTS

• Diploma holder/degree in business or finance
• At least 3 years of experience in insurance operations, preferably with relevant experience in new business
• Preferably Certified in M8, M5, M9
• Positive and customer-driven work attitude.
• Able to work independently in a dynamic environment
• Good verbal (particularly on and written communication skills.
• Ability to multitask
• Work as part of a team
• Meticulous and diligent
• Good understanding of life insurance
• Proficiency in MS Office skills and generally tech-savvy

• Support and manage new business administration for both the IFA and D2C channels
• Ensure all customer due diligence checks are conducted for both individual and corporate clients for the IFA channel
• Manage new business workflow, ensuring requirements are promptly routed to respective stakeholders for action (i.e.,underwriting, compliance, IT)
• Manage department’s mailbox(es)
• Defect management, including identification,oversight, reporting, management, and resolution
• Active communication with distribution teams,including follow-up on outstanding requirements and medical reports with customers, intermediaries, and medical clinics/hospitals to expedite policy inception
• Perform premium receipting when required
• Making medical appointments on behalf of intermediaries if required.
• Handle contract issuance, preparation of policy documents, and arrangement for despatch if required
• Manage customers’ and intermediaries’ feedback and escalate where necessary; collaborate with various stakeholders to achieve fair outcomes according to the complaint resolution process
• Be able to identify gaps and champion improvements in the current processes and workflow
• Support ad hoc tasks, user acceptance testing, and other projects assigned
• Compliant with relevant regulations, policies, and our standard operating procedures (SOP)