Personal Assistant cum Admin Executive (1-2yrs exp / Insurance Agency Admin / PA to Insurance Managers / Director)
2800 - 3600 SGDFull-time
CAREERNEXUS PTE. LTD.
Key Responsibilities
- Direct comprehensive administrative andoperational support for a Financial Services Director or Agency Manager,ensuring the seamless execution of daily advisory activities.
- Process premium notices and policy renewalsmeticulously, ensuring consistent and timely premium collections to maintainactive client coverage.
- Act as the primary liaison for claimsprocessing, coordinating extensively with insurers, medical clinics, andhospitals to expedite client claim settlements.
- Execute comprehensive backend paperwork forinvestment and life insurance submissions, meticulously preparing documentpackages for ongoing client portfolio reviews.
- Maintain and update critical client records,including Customer Knowledge Assessments (CKA) via designated insurer portals,and systematically track monthly operational expense logs.
- Deliver proactive client servicing by trackingkey dates such as birthday listings, and efficiently resolving client inquiriesthrough close coordination with various insurers.
Requirements
- Minimum Diploma in Business Administration or arelated discipline.
- At least 1 - 2 years of dedicated administrativeor personal assistant experience working directly for a Financial ServicesManager or Agency Director.
- Possess strong Mandarin speaking capabilities tocoordinate smoothly and effectively with a significant portfolio of nativeMandarin-speaking clients.
- Highly meticulous, stable, and independent workethic, with the readiness to commit to a 100% work-from-office arrangement andstructured daily operational hours.
Interested applicants, please write in throughCareersFuture with detailed resume in MS Words format.
EA License Number: 23C1730
Please Provide:
1) Availability
2) Current/ Expected salary
3) Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.
Vacancy posted 10 days ago
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