Customer Service
Communication Skills
Phone Etiquette
Scheduling
Data Entry
Problem Solving
Time Management
Interpersonal Skills
Office Software
Attention to Detail
Onboarding & Operations Support: Coordinate the administrative onboarding process for new accounts, liaising between internal teams (billing, legal, product) to deliver seamless client setups.
Research & Task Tracking: Conduct background research on existing client accounts ahead of strategy calls and systematically track follow-up action items through to execution.
Currently pursuing or recent graduate in Business Administration, Management, Marketing, or a related field.
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Communicate effectively, both verbally and in writing, with relevant stakeholders, including Underwriters and clients, to gather necessary information for policy administration and servicing.
Organize and maintain electronic databases, including performing data input and ongoing maintenance tasks.
Investigate and rectify any rework issues to ensure process accuracy and efficiency.
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