Policy Servicing Consultant (HNW Insurance Broker)

BEATHCHAPMAN (PTE. LTD.)

Singapore, Singapore
End-to-end insurance application management
Policy issuance and documentation accuracy
Liaising with insurers and underwriters
This role offers exposure to affluent client servicing, insurance operations, and wealth management environments

Job Summary

  • This role offers exposure to affluent client servicing, insurance operations, and wealth management environments.
  • Responsibilities include managing end-to-end new business insurance applications and ensuring accurate policy documentation.
  • Candidates must have 3–5 years of experience in insurance sales, operations, or policy servicing.

Matching Summary

Match Score: 85

This role offers exposure to affluent client servicing, insurance operations, and wealth management environments.

Skills & Requirements

Must-have

  • End-to-end insurance application management
  • Policy issuance and documentation accuracy
  • Liaising with insurers and underwriters
  • Managing multiple cases in fast-paced environment

Nice-to-have

  • Experience supporting HNW clients
  • Strong attention to detail
  • Excellent communication skills
  • Knowledge of wealth management environments

Key Requirements

  • 3–5 years of experience in insurance
  • CMFAS certifications (M5/M9/HI)
  • Knowledge of life insurance and underwriting processes

Work Rights

Not specified

Tailored Resume

Cover Letter