Customer Service Executive, Ownership & Nomination (1 Year) - #1112075

About the Role
As part of the Customer Service team, you will be responsible for managing Ownership & Nomination transactions—including policy assignment, beneficiary nomination, and vesting—while ensuring delivery within service standards and compliance with regulatory frameworks.

Key Responsibilities

• Assess and process applications for absolute/collateral assignment, beneficiary nomination, and vesting in accordance with service, compliance, and regulatory requirements.

• Investigate and resolve complex cases raised by policyholders and financial representatives.

• Collaborate with internal stakeholders such as Bancassurance, Claims, Legal, and Group Risk Management on matters relating to assignments, nominations, FATCA, and CRS submissions.

• Provide support to touchpoints, including policyholders and financial representatives, on case-related enquiries and processes.

• Conduct User Acceptance Testing (UAT) for system enhancements and defect fixes.

• Review, streamline, and improve section processes, including documenting workflow changes.

• Undertake ad-hoc duties as assigned by Unit/Section Heads.

Requirements

• University degree; non-degree holders with relevant experience or certifications in insurance/financial services may be considered.

• Strong analytical and detail-oriented skills with the ability to process requests accurately and on time.

• Excellent communication (written and verbal) and interpersonal skills, with a customer-focused mindset.

• Highly organized, proactive, and able to manage multiple priorities under pressure.

• Proficiency in Microsoft Word and Excel.

• Singaporeans only