Job Description:
The Admin Executive works in the operations function. Reporting to the Head of Ops, the Admin Executive supports in the administrative and operational management of their insurance submission.
Key Responsibilities:
- Data entry for submission of documents
- Ensuring the accuracy and reliability of sales data
- Recording figures and updating progress of insurance applications
- Managing client data by using CRM and ERP systems
- Following up and supporting in clearance of outstanding underwriting requirements
- Approving applications according to internal and external processes and systems
- Supporting any administration needs of the department in case management and documentation
- Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator
- Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled
- Involved in the improvements and enhancements of existing systems and processes
- Maintaining and updating department processes and work flows
- Assisting in ad-hoc projects and tasks assigned
Key Requirement:
- Experience in relevant field and familiarity with insurance policies would be advantageous.
- Competent with Microsoft Office Applications
- Meticulous and attentive to details
- Self-driven and pro-active to work independently
- Highly adaptable to dynamic work environment and embrace new changes
- Ability to work under tight timeline
- High level of integrity and takes accountability of work
