Senior Officer, Client Service Delivery
Core
Support daily cashiering and premium collection operations, ensuring accurate and timely processing of payments while delivering high-standard service to clients, advisors, and brokers.
Role type
Senior Operations Specialist (Premium Collection & Client Service)
Builds
Premium payment processing workflows and client service delivery for insurance clients, advisors, and brokers
Domain
Insurance / Financial Services
Required skills
Payment processing, reconciliation, regulatory compliance (AML), stakeholder coordination, data analysis, risk control, digital tool adoption
Preferred skills
Insurance/banking industry experience, familiarity with e-payment solutions, Microsoft Copilot/AI tools
Technologies
Microsoft Copilot, Microsoft Office, e-payment solutions
Responsibilities
Handle premium collection via various channels (cheque, FPS, TT, digital), verify transactions and documents, resolve payment discrepancies, liaise with internal departments (Policy Admin, Finance, Compliance), prepare operational reports and dashboards, ensure AML and regulatory compliance, support digital transformation initiatives
Seniority
Senior, hands-on IC