- Singapore, Singapore, Singapore
- Full-time · Associate
Act as the primary coordinator between representatives and internal/offshore teams for insurance and investment applications submitted to third-party providers.
Responsibilities
- Act as the primary coordinator between representatives and internal/offshore teams for insurance and investment applications submitted to third-party providers.
- Review application forms and supporting documents to ensure completeness and accuracy, and follow up with representatives on missing, incomplete or unclear information to facilitate smooth processing.
- Perform manual pre-submission checks on customer information, including screening against blacklist records and STRs.
- Coordinate and track due diligence screening with offshore teams, including case submission, status tracking and follow-up on outcomes or outstanding requirements.
- Maintain the customer management systems used to record customer, policy and transaction data submitted by representatives.