Administration
- Conduct validation and appointment exercises in accordance with the business rules.
- Maintain register of advisers with 3rd party license.
- Administer coding, cessation, and assignment of policies for all channels.
- Ensure the accuracy and timely delivery of the BAU, assigned tasks, and ad hoc assignments.
- Ensure that reports are delivered in a timely and accurate manner.
- Review and streamline workflow, where applicable.
- Review and update of Standard Operating Procedures (SOPs).
- Assist and handle enquiries.
Debt Recovery
- Execute debt recovery processes promptly & follow through with debt process in accordance with the SOP.
- Prepare the monthly debt recovery update report for the management team.
- Manage instalment payment requests from departed advisers.
Other Administrative Matters
- Monthly check on new business submission for suspended advisers.
- Monthly Reactivation Exercise.
- Administration of Adviser’s Health Benefit and Professional Indemnity entitlement.
Projects
- Participate in projects & UAT, as required.
Job Qualifications
- Diploma or Degree in any field with 2 – 3 years’ relevant experience.
- Proficient in Microsoft Office Skills: MS Excel (Pivot Tables, Formula), MS Word, PowerPoint.
- Proficiency in VBA & Insurance industry experience, is a plus.
- Great interpersonal skills and enjoy working in a team.
- Excellent communication skills (both verbal and written) to interact with stakeholders.
- Meticulous to ensure accuracy of deliverables & good with processes.
- Able to manage multiple priorities effectively in a fast-paced environment.
- Able to work effectively under pressure with tight timeline.
We respect your privacy and all communication will be treated with confidentiality. If you wish to know more about this position or explore other roles, please prepare your updated profile and get in touch with [email protected] | Personnel Reg No.: R1105160 | EA License: 02C3423
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