We are a dynamic insurance agency looking for a highly motivated and efficient Personal Assistant cum Admin. The ideal candidate will be an organizational powerhouse, facilitating the daily business activities and ensuring the seamless operation of daily tasks and our insurance services.
Key Qualities:
- Detail-Oriented: Meticulous attention to detail for overseeing insurance policies and managing client portfolios.
- Client-Focused: Strong customer service skills to handle client inquiries and maintain relationships.
- Proactivity: A forward-thinking approach to anticipate needs and address them without waiting for direction.
- Organizational Skills: Exceptional ability to organize tasks, schedules, and client information for optimal workflow.
- Communication Skills: Strong verbal and written communication abilities to interact with clients and manage correspondence.
- Adaptable: Able to adjust quickly to changing priorities.
- Tech-savvy: Proficient with modern technology and office software.
- Confidentiality: Absolute discretion when handling sensitive client data and financial information.
Responsibilities:
- Manage and organize the calendar, including scheduling meetings, appointments, and travel arrangements.
- Coordinate and manage schedules, ensuring efficient time management and prioritization.
- Handle correspondence, draft emails, and prepare reports as required.
- Assist in the preparation of presentations and meeting materials
- Support in preparing quotes for general and life insurance.
- Monitor and manage the renewal process of insurance policies.
- Processing of insurance claims and service requests promptly.
- Work closely with insurance companies and clients to gather necessary documents and information.
- Perform general administrative tasks such as filing, photocopying, and managing office supplies, as well as other ad-hoc office duties.
- Ensure all tasks are followed through.
- Supporting role to agency management
- Provide comprehensive support to the insurance manager, including strategic planning and project management.
- Assist in marketing efforts by preparing promotional materials and conducting market research.
- Facilitate communication between the insurance manager, clients, and team members.
- Assist in the development and implementation of office policies and procedures.
Requirements:
- Proven experience as a personal assistant or in an administrative role, preferably within the insurance industry.
- Exceptional multitasking and time-management skills.
- Proficiency in office software, including CRM platforms.
- Independent worker with the ability to also work collaboratively.
- High level of discretion and professional ethics.
Benefits:
- Attractive salary package with potential for bonuses.
- Professional growth opportunities in a supportive and dynamic environment.
- Access to ongoing training and development programs in the insurance field.
Qualifications:
- Minimum O Level or equivalent educational qualification.
- Certifications in BCP, PGI, CGI, HI are beneficial.
If you are a team player with the ability to work independently and possess the skills we require, please apply for this position. We look forward to welcoming you to our team.
To apply, please send your resume and a personalized cover letter highlighting your suitability for the role to [email protected]
