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Urgent! Executive, Policy Processing Job Opening In Singapore River – Now Hiring Cornerstone Global Partners

Executive, Policy Processing



Job description

About the Role
We are looking for a detail-oriented and customer-focused professional to join the Operation team.

This role is responsible for handling policy servicing transactions and ensuring exceptional service delivery to policyholders, business partners, and internal stakeholders within the high-net-worth insurance segment.

Key Responsibilities

  • Process financial and non-financial policy servicing transactions accurately and within turnaround time.

  • Deliver excellent customer service through various channels — email, letter, phone, and in-person meetings.

  • Collaborate with business partners and internal teams to ensure smooth operations and service quality.

  • Manage customer requests, feedback, and complaints with professionalism and follow through to completion.

  • Report operational issues with proposed solutions and assist in process improvement initiatives.

  • Support CRS and FATCA reporting, file retention, and destruction processes.

  • Participate in ad hoc projects and provide backup support to ensure service continuity.

  • Adhere to internal policies, procedures, and relevant regulatory requirements.

Requirements

  • Diploma or higher qualification; professional certifications such as FLMI are an advantage.

  • Minimum 3 years of experience in insurance operations, preferably in the High-Net-Worth (HNW) sector.

  • Good understanding of AML guidelines, FATCA, and CRS requirements.

  • Strong organizational skills, attention to detail, and ability to work under pressure.

  • Excellent customer service mindset, communication, and problem-solving skills.

  • Collaborative team player who takes ownership and accountability.

  • Proficient in Microsoft Office (Excel, Word, PowerPoint); familiarity with Copilot is an advantage.

You may also submit your resume to Shirley Tan at .com

Only shortlisted candidates will be contacted.

EA Licence Number: 19C9859

Registration Number: R


Required Skill Profession

Other General



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    Unlock Your Executive Policy Potential: Insight & Career Growth Guide


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