VP, Insurance Policy Servicing and Sales Support Specialist, Private Banking, Consumer Banking Group

VP, Insurance Policy Servicing and Sales Support Specialist, Private Banking, Consumer Banking Group Company: DBS Bank Limited Singapore Posted: 17 hours ago Type: Permanent Salary: Competitive Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Responsibilities Annual Policy Review Prepare Annual Policy Review Packs. Conduct Policy Reviews KPI will include number of reviews completed, as well as tracking of upsell/cross-sell efforts. Coordinate with external Brokers and track their annual review completion rate for management overview/ RM KPI purpose. Compile and keep track of annual reviews completed by RM/ Insurance Specialists for KPI and scorecard purposes. Policy Servicing Personnel for direct channel policies and broker managed policies Facilitate policy servicing transactions including but not limited to: Transfer of ownerships to trust/BVI/PIC/individual for after sales. Re-financing for policies after transfer and for policies not sold through PBTPC or the bank. Update of details request. Surrender. Death Claims. Liaise/coordinate broker related queries and issues with Front Office/ Insurance Specialists. Assist in the preparation and completion of policy servicing documents. Tracking of New Business Broker Referrals Maintain a list of clients referred out to broker. Monitor for approval and ensure justified grounds for referral to broker. Requirements Diploma or Degree in Business Administration, Finance, or related field. Minimum 5-10 years of experience in insurance servicing, administration, or sales support. Strong knowledge of HNW insurance products and policies. Excellent communication and interpersonal skills. Proficient in Microsoft Office Suite. Ability to work independently and as part of a team. Strong attention to detail and accuracy. Passion for delivering excellent customer service. Apply now We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements. #J-18808-Ljbffr