Insurance Operations & Policy Servicing Executive - #1175730

Havend is looking for an Insurance Operations & Policy Servicing Executive to keep our insurance back-office running smoothly and to look after our clients' policies after the sale. You will manage adviser (representative) set-up and administration with insurers, maintain our policy records, and be the first point of contact for clients.

A. Insurance Operations

• Manage rep code and adviser set-up and termination with insurers
• Maintain insurer portal access, credentials and approvals, including supervisor cover during leave
• Keep policy and client records in our policy administration system accurate and up to date
• Manage shared mailboxes and insurer communication lists
• Prepare and consolidate policy and client data, working with IT and the Product Manager on data imports and process improvements
• Support Finance and other teams with operational and portal requests

B. Policy Servicing

• Serve as the first point of contact for clients' policy enquiries
• Guide clients through policy change requests and prepare the required forms
• Support clients with claim submissions
• Monitor premium payments and follow up on overdue accounts
• Follow up with insurers on outstanding requests and appeals until completion
• Prepare client guides and servicing materials

What We're Looking For

• Minimum2 years in an insurer, broker or financial advisory firm (policy servicing, new business, claims or operations)
• Working knowledge of life and general insurance and how policy changes and claims are processed
• Hands-on experience with Salesforce
• Is proficient in Microsoft Excel
• Able to communicate clearly and professionally, even in sensitive or escalated situations
• Able to handle client and corporate information with integrity and discretion
• Have excellent interpersonal skills and strong in building trust-based relationships with different stakeholders
• Detail-oriented, organized and able to track follow-ups to completion
• Possess initiative, drive and exceptional attention to detail
• Able to multi-task and possesses strong prioritisation skills
• Is an independent worker, able to work without much guidance
• Is driven, tenacious and possess a strong work ethic
• Is a strong team player
• Knowledge of programming languages such as Python, Java, and JavaScript is a plus