Responsibilities:
- Handle administrative duties (checking of paperwork, filing, etc).
- Replying to emails to various departments.
- Making phone calls to set appointments
- Ensure timely premium payments by clients.
- Process insurance claims and provide regular updates to clients on claim status.
- Prepare necessary paperwork for new business opportunities.
- Generate proposals and quotations tailored to client needs.
- Record meeting minutes, prepare PowerPoint slides and effectively communicate key points to relevant parties.
- Prepare forms for clients.
- Arrange medical appointments as needed.
- Basic compliance duties.
- Other ad-hoc duties assigned.
Requirements:
- Proficient in English and Mandarin to speak with Mandarin speaking clients.
- Meticulous, takes initiative and has good communication skills.
- IT savvy (Microsoft Excel, Words, Power Point).
- Preferably at least 1-2 years of insurance admin/sales experience.
- Able to work under pressure
- Ability to take initiative and anticipate needs.
- Reliability and dependability in fulfilling tasks.
- Resourcefulness in addressing challenges.
