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.
- Assist in organizing client events and seminars, including logistics and material preparation.
- Support the team with ad-hoc projects and tasks as required.
- Assisting in all pre- and post-sales transaction and follow up with client promptly should there be any needs arise.
- Making sure all General Insurance has been renewed. Claim and Endorsements are done in time.
- Provide administration services on whenever require in supporting daily activities.
Requirements:
- Minimum 1 year of working experience.
- Candidates should possess at least "O" Level certification.
- Fluent in English.
- Fluent with Microsoft Office.
- Candidates must be comfortable working with numbers.
- Detailed, meticulous and good with administration work.
- Follow up promptly to ensure completion.
- Good interpersonal skills to manage relationships with internal stakeholders.
