Provide client‑level servicing, including updates to personal particulars, contact details, FATCA/CRS information, and handling returned mails.

• Process policy‑level transactions such as coverage updates, premium mode/method changes, plan adjustments, cancellations (free look/termination), fund switches, premium redirections, top‑ups, reinstatements, rider management, policy assignments, reviews, bankruptcy updates, and HPS exemptions.
• Facilitate beneficiary services, including nominations and trust arrangements.
• Handle policy pay‑outs, including annuity, maturity, surrender, withdrawal, cashback, survivorship checks, and CPFIS profit/loss.
• Oversee statements management, including fund, anniversary, and bonus statements, as well as post‑sales quotations, cashback, and loan statements.
• Respond to client enquiries and manage appeals relating to policy services and applications.
• Ad hoc tasks and project...