# Insurance Policy Analyst

**Company**: Private Banking Organisation
**Category**: Insurance
**Industry**: Finance

**Apply**: https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Singapore---9-Straits-View-10-08/Manager-Client-Services_R0019641?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_26a8932d-d58

## Description

We are seeking an Insurance Policy Analyst to join our team. The successful candidate will be responsible for conducting annual policy reviews and analysis of existing in-force policies with clients and their private bankers.

Key responsibilities include:

- Identifying upselling and cross-selling opportunities

- Preparing clients' annual review packs for servicing consultants

- Creating and populating various Excel worksheets on client information for client servicing and post-sales follow-ups

- Handling policy servicing requests from private banking partners, policy owners, and insurers

- Acting as a liaison between trustees, banks, and insurers on offshore structures holding high-net-worth insurance policies

- Managing client due diligence for in-force high-net-worth policies

- Coordinating FATCA, UK CDOT, and OECD CRS requirements for various insurers

- Identifying client's holding structure for compliance and AML regulations for KYC reporting

- Enhancing service quality for clients and private banking partners

## Skills

### Required
- Excel
- policy analysis
- client servicing
- compliance
- AML regulations
- KYC reporting
- FATCA
- UK CDOT
- OECD CRS

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Source: [Apply at hyperiongrp.wd3.myworkdayjobs.com](https://hyperiongrp.wd3.myworkdayjobs.com/en-US/hyperion_external/job/Singapore---9-Straits-View-10-08/Manager-Client-Services_R0019641?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)