Responsibilities
- Handle premium notice and renewal; ensure the client's premium is paid and the policy renewed.
- Follow up on the claim with the insurer, hospital, and clinic.
- Client Servicing - Birthday Listing of Client.
- Do Insurance and Investment Submission-Related Paperwork
- Prepare Investment and Insurance Documents for Client Review
- Prepare Investment and Insurance Documents for Client Reviewe insurer portal
- Take calls and assist clients with queries by checking with the superior or account manager of the insurer.
- Update Monthly Expenses
- Mail Documents
- Assist with ad-hoc task by superior
Requirements
- Diploma/Degree in any relevant fields
- Proficient in MS Office
Interested applicants please email your resume to [email protected]
Megan Ng Su Ting
CEI Registration No.: R23115059
Recruit Express Pte Ltd
EA Licence No: 99C4599
*** We regret that only shortlisted candidates will be contacted.
