- Islandwide (Singapore) Singapore

工作地点
职位描述
岗位职责
Direct comprehensive administrative and operational support for a Financial Services Director or Agency Manager, ensuring the seamless execution of daily advisory activities.
Process premium notices and policy renewals meticulously, ensuring consistent and timely premium collections to maintain active client coverage.
Act as the primary liaison for claims processing, coordinating extensively with insurers, medical clinics, and hospitals to expedite client claim settlements.
Execute comprehensive backend paperwork for investment and life insurance submissions, meticulously preparing document packages 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 tracking key dates such as birthday listings, and efficiently resolving client inquiries through close coordination with various insurers.
Support insurance agent recruitment efforts by calling candidate contacts provided by the Director, conducting preliminary filtering, and seamlessly arranging interview schedules.
Minimum Diploma in Business Administration or a related discipline.
At least 1 - 2 years of dedicated administrative or personal assistant experience.
Proficiency in spoken Mandarin is required to liaise effectively and provide dedicated support to a significant portfolio of Mandarin-speaking clients.
Highly meticulous, stable, and independent work ethic, with the readiness to commit to a 100% work-from-office arrangement and structured daily operational hours.
Application Instructions
Interested applicants, please write in through CareersFuture with a detailed resume in MS Word format.
Please provide the following details in your application:
Availability
Current / Expected salary
Reasons for leaving previous employments
We regret that only shortlisted candidates will be notified.
重要安全守则
申请工作时,切勿提供您的银行或信用卡详细资料。不要转账或完成无关的在线调查问卷。如果您发现可疑内容,请举报此招聘广告。