Secretary

Responsibilities

• Provide administrative support to financial consultants and management.
• Prepare insurance application forms and ensure documentation is complete.
• Follow up with clients regarding outstanding documents and policy requirements.
• Coordinate medical examinations, underwriting requirements, and policy issuance.
• Assist with policy servicing, claims, nominations, and beneficiary updates.
• Schedule appointments, meetings, and client reviews.
• Maintain accurate client records and ensure data confidentiality.
• Liaise with insurance companies, medical providers, and business partners.
• Prepare reports and monitor outstanding cases.
• Handle incoming calls, emails, and client enquiries professionally.
• Support event planning, seminars, and client appreciation activities.

Requirements

• Diploma or equivalent qualification.
• Experience in insurance or financial services is an advantage.
• Good communication and interpersonal skills.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Strong organizational and time management skills.
• Able to work independently and as part of a team.
• Meticulous with a high level of integrity and confidentiality.
• Preferred Qualities
• Positive attitude and willingness to learn.
• Customer-oriented with good problem-solving skills.
• Able to work under pressure and meet deadlines.
• Familiarity with insurance systems and policy administration is an advantage.
• Working Hours
• Monday to Friday (Office Hours)

Benefits

Additional Information

Job Summary We are looking for a responsible and organized Insurance Secretary to provide administrative and operational support to our financial advisory team. The ideal candidate should be detail-oriented, proactive, and able to manage multiple tasks efficiently while delivering excellent customer service.

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Company Intel

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