Customer Data Management
Prudential
- Singapore
- Permanent
- Full-time
- Process all incoming requests within the service standard and ensure all processes are done prudently and in accordance to all regulatory and corporate requirements.
- Perform data entry on policy request- Common Reporting Standards (CRS) & Foreign Account Tax Compliance Act (FATCA), Customer Data Management, Assignment and Nomination of Beneficiary and ensure data accuracy
- Support and assist projects such as customer data cleansing, document retention policies and RPA document processing
- Support Manager to continuously review processes, identify and resolve service gaps through constructive feedback, and implement process improvements where appropriate.
- Work with internal and external stakeholders on UAT scope identification
- Support post deployment verification
- Handle escalated complaints from policy holders and financial consultant with customer-centricity in mind
- Support incident recovery as required
- Draft and update SOPs
- Other tasks/ projects as assigned
- Strong problem-solving skills
- Customer oriented with good interpersonal and communication skills
- Independent and self-drive individual with an ambitious mind to make a difference
- Confident in decision making and clear understanding of the business processes
- Able to adapt to fast-paced and challenging work situations
- Proficient in MS Excel and Word is essential
- Good time management skills in a fast-paced environment
- Good analytical and information processing skills, capable of providing sound insights and recommendations under pressure
- Minimum 3 to 5 years of work experience in customer data and/ or document management related areas, preferably in insurance or banking industry
- Experience in implementing process improvement and transformation
- Possesses a digital mindset. Able to appreciate and apply digital tools to processes for efficiency.
- SCI Life Insurance (M9, M5, M8)
- Sound understanding of all products and procedures in Customer Data Management
- Appreciation of digital tools and applications.
- Good process and business understanding of all the sections within the Customer Data Management (Multi – skilled).
- Good business knowledge in Common Reporting Standards (CRS) & Foreign Account Tax Compliance Act (FATCA), Assignment, Nomination of Beneficiary
- Degree in Business Administration, Information Systems or equivalent
- Fluent Written and Spoken English