HNW Policy Servicing Associate

Role overview

This role sits within a high-net-worth policy servicing function in the life insurance space. You will handle service requests, documentation, and policy administration tasks while ensuring work is completed accurately, on time, and in line with internal controls and regulatory obligations.

Key responsibilities

• Answer distributor enquiries quickly and professionally across different communication channels, making sure the information shared is precise and easy to understand.
• Handle policy amendment requests from customers within the agreed service timelines, while staying compliant with company procedures and applicable regulations.
• Check and manage legal documentation related to policies pledged to banks as collateral, as well as assignments involving trust companies and other entities.
• Compile and send month-end CSV statements requested by distributors and banks.
• Keep standard operating procedures updated so they continue to reflect current processes and support consistent service delivery.
• Take on additional ad hoc duties or project work as assigned by the manager.

Requirements

• A diploma in business or a closely related discipline is required.
• At least 3 years of experience in a policy servicing team within the life insurance industry.
• Good understanding of life insurance processes and local regulatory requirements.
• Strong service mindset, with the ability to stay organized and manage multiple priorities at once.
• Comfortable with administrative work, with strong attention to detail and a careful working style.
• Strong interpersonal skills and the ability to work well in a team.
• Hands-on experience with Microsoft Office, life insurance policy administration systems, and workflow/imaging platforms.

Additional information

Only candidates selected for further consideration will be contacted.

Application instructions

Please submit your resume for follow-up. If emailing your application, use the subject line: Apply HNW Policy Servicing Associate.

Recruitment details

EA License No: 91C2918
Personnel Registration Number: R22105099