If you are looking to excel in delivering superior customer service to clients, have strong administration in case processing, and have a good sense of written and oral communications with clients… We want you!
This role is very fast-paced, dynamic and independent. We are looking for someone who can assist a Financial Associate Sales Director with the following:
- Customer-facing: Deliver excellent customer service, good follow-ups, and liaising for claims or medical check-ups.
- Negotiating and liaising with underwriters to get cases approved.
- Case submissions: Familiar with digital and non-digital submissions.
- Preparing policy summaries for clients- have a good eye for details and understand the policy illustration. Neat and meticulous.
- Ad-hoc tasks required by the Sales Director.
- Extra: For those who like to seek career growth and want to do more, there is always room for discussion as there may be projects in which you can be involved.
You will be the right-hand person of this Financial Sales Director (TOT level).
Benefits:
- Working hours: 9am-6pm Mon-Fri only
- 14-days AL
- 14-days MC
- AWS
- Performance Bonus (Variable)
- Central working location (Chinatown)
For individuals who love challenges and strong in administrative tasks, and like to interact with people.
Experience: At least 2 years in the insurance or financial advisory business as backend operations/support staff or personal assistant.
Experiences in an Independent Financial Advisory firm will be preferred and given priority.
