Contract Associate, Ownership and Nomination | Insurance | East Area ️
$ 3,500 - $ 3,500 / Per Mon
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Simplified
12 Months Ownership and Nomination
Mon - Fri, 9am – 6pm (OT expected)
Job Description:
Assess and process applications for absolute and collateral assignment, beneficiary nomination and vesting within service, compliance and regulatory standards.
Handle investigation of complex cases from policyholders and financial representatives on assignments and nomination of beneficiary.
Work collaboratively with various departments, including Bancassurance, Claims, Legal, Group Risk Management on assignment, beneficiary nominations, FATCA (Foreign Account Tax Compliant Act) and CRS (Common Reporting Standard) matters. Note that FATCA and CRS forms are part of submission requirements for assignments and trust nominations.
Provide strong support in handling enquiries from touchpoints, including policyholders and financial representatives on section cases and processes.
Perform User Acceptance Testing (UAT) for system enhancements and defects.
Review and provide continuous improvement to the section’s processes.
Assist to document changes in workflows for the section.
Requirements:
Minimally GCE ‘A’ levels or Diploma in any discipline.
Meticulous, systematic, neat and organized.
Ability to handle data entry job, process requests timely and accurately.
Good knowledge of Microsoft Word and Microsoft Excel.
Keen to learn and possess positive.
Singaporean only
Telegram: @wangchloe
WhatsApp: wa.me/6596892303
Wang Chloe | R23118712
RecruitFirst Pte Ltd (13C6342)
Mon - Fri, 9am – 6pm (OT expected)
Job Description:
Assess and process applications for absolute and collateral assignment, beneficiary nomination and vesting within service, compliance and regulatory standards.
Handle investigation of complex cases from policyholders and financial representatives on assignments and nomination of beneficiary.
Work collaboratively with various departments, including Bancassurance, Claims, Legal, Group Risk Management on assignment, beneficiary nominations, FATCA (Foreign Account Tax Compliant Act) and CRS (Common Reporting Standard) matters. Note that FATCA and CRS forms are part of submission requirements for assignments and trust nominations.
Provide strong support in handling enquiries from touchpoints, including policyholders and financial representatives on section cases and processes.
Perform User Acceptance Testing (UAT) for system enhancements and defects.
Review and provide continuous improvement to the section’s processes.
Assist to document changes in workflows for the section.
Requirements:
Minimally GCE ‘A’ levels or Diploma in any discipline.
Meticulous, systematic, neat and organized.
Ability to handle data entry job, process requests timely and accurately.
Good knowledge of Microsoft Word and Microsoft Excel.
Keen to learn and possess positive.
Singaporean only
Telegram: @wangchloe
WhatsApp: wa.me/6596892303
Wang Chloe | R23118712
RecruitFirst Pte Ltd (13C6342)
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