Responsibilities:
- Prepare client presentation materials, including policy illustrations, summary quotes, and review packs.
- Assist Insurance Specialists with administrative duties such as printing documents/forms, binding documents, arranging local/overseas couriers, and submitting documents to insurers or internal stakeholders.
- Coordinate with internal teams and external partners to ensure timely delivery of required documents and materials.
- Maintain and update client records and databases accurately.
- Prepare and process necessary documentation for policy issuance and renewals.
- Provide support during client meetings, including taking notes and following up on action items.
- Handle client inquiries professionally and provide timely responses.
- Monitor and ensure compliance with internal and external regulations.
- Assist in organizing client events and seminars, including logistics and material preparation.
- Support the team with ad-hoc projects and tasks as required.
Requirements:
- Bachelor’s Degree in Finance, Business, or a related field.
- Minimum 3 years of relevant work experience in the insurance or banking industry.
- High attention to detail and accuracy.
- Proficiency in MS Office, especially Excel and PowerPoint.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and meet tight deadlines.
- Ability to work independently and as part of a team.
Interested Applicants, please email your resume to [email protected] (R1441955), stating the position as the subject title in the email. All Applications will be handled with strict confidentiality.
