Overview

Responsibilities

1. Prepare client presentation materials, including policy illustrations, summary quotes, and review packs.

2. 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.

3. Coordinate with internal teams and external partners to ensure timely delivery of required documents and materials.

4. Maintain and update client records and databases accurately.

5. Prepare and process necessary documentation for policy issuance and renewals.

6. Provide support during client meetings, including taking notes and following up on action items.

7. Handle client inquiries professionally and provide timely responses.

8. Assist in organizing client events and seminars, including logistics and material preparation.

9. Support the team with ad-hoc projects and tasks as required.

10. Assisting in all pre- and post-sales transaction and follow up with client promptly should there be any needs arise.

11. Making sure all General Insurance has been renewed. Claim and Endorsements are done in time.

12. 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.

– Proficient 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.