Job Summary
This an amazing career opportunity to join the pioneers of the international high-net-worth life insurance industry! We’re looking for a detail-oriented individual to join our fast-paced and dynamic Operations department. This role will be responsible for the intake functions of new business submissions, case rework, policy issuance and assembly, review of client due diligence documents and some inforce policyowner services processing. You will liaise with multiple internal stakeholders including Underwriting, Partnership and Business Development, Compliance, Product, Finance, Legal and others. Excellent communications skills are must as we strive to be the service provider of choice for Distributors and Clients.
Key Responsibilities
- Intake: ensure incoming emails are worked and routed in a timely manner in accordance with our service standards
- Case setup: establish case records on our systems and index documents to ensure they are easily accessible for our Underwriters
- Policy issuance: aid our Distributors to ensure their submissions are in good order for policy issuance
- Client Due Diligence: demonstrate proficiency in our AML/CFT procedures
- Inforce / Policyowner Services: complete post-policy transactions
Job Requirements
- Education: Bachelor's degree or equivalent industry designations
- Real-world experience: At least 3 years of hands-on experience in life insurance operations, preferrable in the high-net-worth market. You should be able to demonstrate a proven track record of streamlining operations and driving efficiency.
- Innovative passion for process improvement: we value continuous process improvements! You should be able to articulate examples of process improvements you’ve implemented in your previous roles.
- A proactive mindset: our Culture is the key to our success! We are looking a positive, can-do mindset where you view obstacles as opportunities for wins.
If you're ready to take on a challenging and rewarding role where you can make a tangible impact and be part of an award-winning team, we invite you to join us at Sun Life Singapore!
