New Business & CRM Executive

Under:
Reference: JOB422
Location: singapore, singapore, Singapore
Employer: client of Saitech International
Contact: Bhanu

Our client is a Insurance company in Singapore and they are looking for a New Business and CRM executive.

Responsibilities:

1. Processing of the New business papers.
2. Checking of the all the requirements.
3. Completion of the proposals.
4. Dispatch of the policy documents to the policyholder.
5. EDMS scanning of the papers.
6. Coordination with the Reinsurer team for processing of the term plan.
7. Follow up on the documents related to New Business.
8. Processing of Policy Claims.
9. Follow up with the customers and advisors for claims and other necessary documents.
10. Handling of all the Customer calls.
11. Handling of receipt and dispatch of customer communications.
12. Processing of the Address change, nomination, and assignment requests from the
policy holders.
13. Processing of Surrender / Maturity and other policy payments.
14. Monthly registers maintenance.
15. Handling of Premium Notice and GIRO communications.
16. Policy servicing requests.
17. Handling of customer queries.
18. Any other job assigned from time to time.

Requirements:
• Diploma / Degree with at least 2 years experience preferably in life insurance industry.
• Good interpersonal and communication skills.
• Takes accountability of work and good attitude over teamwork.
• Takes initiative to improve current state of things and adaptable to embrace new

Job location : Raffles Place
Work week : Mon - Fri

Salary : $ 2600-3200 depending on experience

Interested candidates may please email their resume in MSWord to jobs@saitech.com.sg.

Job posted by
Bhanu Rajan
EA Regn No R1106079