Policy Servicing Executive / Senior Executive (High Net Worth Insurance)

About the role

Our client is a well-established insurance brokerage specialising in serving High Net Worth (HNW) individuals, families and family offices. They are seeking a meticulous and client-focused Policy Servicing Executive to provide end-to-end policy administration and operational support to Relationship Managers and clients, ensuring a seamless servicing experience. This role is ideal for someone with strong policy administration experience who enjoys working in a fast-paced, client-centric environment and has a keen eye for detail.

Responsibilities

• Manage the full policy servicing lifecycle across life insurance products, including policy issuance, endorsements, renewals, alterations, reinstatements and cancellations.
• Liaise with insurance companies, underwriters and internal stakeholders to ensure timely processing of policy requests.
• Prepare and review policy documentation, quotations, benefit illustrations and servicing forms.
• Monitor outstanding requirements and follow up with insurers and clients to ensure prompt completion.
• Coordinate premium payments, policy renewals and servicing requests while ensuring accuracy and timeliness.
• Maintain accurate client records and policy information within internal systems.
• Support Relationship Managers with policy enquiries, product information and operational matters.
• Handle client servicing requests professionally and respond to enquiries within agreed service standards.
• Ensure all servicing activities comply with regulatory requirements, internal policies and compliance guidelines.
• Participate in process improvement initiatives to enhance operational efficiency and client experience.

Requirements

• Diploma or Degree in Business, Finance, Insurance or a related discipline.
• Minimum 3-6 years of policy servicing or policy administration experience within an insurance company, insurance broker, financial advisory firm or private bank insurance operations.
• Good understanding of life insurance products and policy administration processes.
• Experience supporting High Net Worth (HNW) or affluent clients will be advantageous.
• Strong organisational skills with the ability to manage multiple cases simultaneously.
• Meticulous, proactive and service-oriented with excellent attention to detail.
• Strong communication and stakeholder management skills.
• Proficient in Microsoft Office applications, particularly Excel and Word.
• R1105492
• 23C1935

Additional Information

Policy Servicing Executive / Senior Executive (High Net Worth Insurance)

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