Job Description
This role offers exposure to affluent client servicing, insurance operations, and wealth management environments. Responsibilities Manage end-to-end new business insurance applications and policy issuance Liaise with insurers, underwriters, relationship managers, and clients on case progress Follow up on underwriting requirements and outstanding documentation Ensure accuracy of policy documentation and data entry Support policy servicing requests, amendments, and endorsements Ensure compliance with internal policies and regulatory requirements Requirements 3–5 years of experience in insurance sales, operations, policy servicing, or new business support Knowledge of life insurance and underwriting processes preferred Strong attention to detail and communication skills Ability to manage multiple cases in a fast-paced environment Experience supporting HNW or wealth management clients is an advantage CMFAS certifications (M5/M9/HI) Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112
