Executive, HNW Post Sales

The incumbent will be responsible for managing post-sales service transactions for high-net-worth (HNW) policies. The role supports Operations in delivering a smooth, timely, and positive service experience for financial representatives and clients with existing policies.

Position Responsibilities:

• Liaise with distribution partners and the Policy Services, Product & Pricing, Client Services, and Claims teams on in-force HNW policy requests, including policy changes, in-force illustrations, claims, appeals, and other post-sales transactions.

• Provide clear guidance on the necessary requirements to support one-touch resolution.

• Facilitate post-sales processes and provide proactive status updates, coordinating with internal stakeholders to ensure information is accurate and timely.

• Track incoming requests from internal and external stakeholders consistently and accurately, ensuring that all requests are addressed promptly.

• Maintain daily, weekly, and monthly reports, as required, to track outstanding issues, feedback, and overall adherence to service-level agreements. Where management expectations are not met, identify and highlight the root causes, as appropriate.

• Participate in regular team huddles and provide relevant updates, where applicable.

• Ensure the proper filing and archiving of all documents received by the team.

• Respond to queries relating to third-party services and other matters concerning policy servicing.

• Conduct enhanced due diligence checks and anti-money laundering (AML) verifications, as required.

• Review and improve work processes to enhance effectiveness and efficiency.

• Assist with the onboarding of new banks.

• Conduct operations-related training for internal stakeholders, financial representatives, and partners.

• Perform other duties as assigned from time to time.

Required Qualifications:

• A diploma or degree from a recognised institution or university.

• At least five years of working experience, including approximately three years in the insurance industry.

• A strong service orientation, excellent organisational skills, and the ability to manage multiple priorities.

• Strong verbal, written, and presentation skills.

• Flexibility and the ability to adapt in a fast-paced, evolving environment.

• An understanding of financial services and the needs of sales professionals would be advantageous.

• Client-facing experience would be an added advantage.
  

When you join our team:

• We’ll empower you to learn and grow the career you want.

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

• As part of our global team, we’ll support you in shaping the future you want to see.