Key Responsibilities:
• Data entry for submission of documents
• Ensuring the accuracy and reliability of sales data
• Recording figures and updating progress of insurance applications
• Managing client data by using CRM and ERP systems
• Following up and supporting in clearance of outstanding underwriting requirements
• Approving applications according to internal and external processes and systems
• Supporting any administration needs of the department in case management and documentation
• Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator
• Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled
• Involved in the improvements and enhancements of existing systems and processes
• Maintaining and updating department processes and work flows
• Assisting in ad-hoc projects and tasks assigned
Key Experience:
· Competent with Microsoft Office Applications
· Good knowledge of insurance fundamentals
· Meticulous and attentive to details
· Self-driven and pro-active to work independently
· Highly adaptable to dynamic work environment and embrace new changes
· Ability to work under tight timeline
· High level of integrity and takes accountability of work
Education:
· Preferably a Diploma in Business Administration or related field
