Policy Servicing Consultant (HNW Insurance Broker)

This role offers exposure to affluent client servicing, insurance operations, and wealth management environments. Responsibilities • Manage end-to-end new business insurance applications and policy issuance • Liaise with insurers, underwriters, relationship managers, and clients on case progress • Follow up on underwriting requirements and outstanding documentation • Ensure accuracy of policy documentation and data entry • Support policy servicing requests, amendments, and endorsements • Ensure compliance with internal policies and regulatory requirements Requirements • 3–5 years of experience in insurance sales, operations, policy servicing, or new business support • Knowledge of life insurance and underwriting processes preferred • Strong attention to detail and communication skills • Ability to manage multiple cases in a fast-paced environment • Experience supporting HNW or wealth management clients is an advantage • CMFAS certifications (M5/M9/HI) Reg. No. R2199597 BeathChapman Pte Ltd Licence no. 16S8112