Personal Assistant cum Admin Executive (1-2yrs exp / Insurance Agency Admin / PA to Insurance Managers / Director / central)

Responsibilities

• 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 clientcoverage.
• 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 forongoing client portfolio reviews.
• Maintain and update critical client records, including Customer Knowledge Assessments (CKA) via designated insurer portals, andsystematically track monthly operational expense logs.
• Deliver proactive client servicing by tracking key dates such as birthday listings, and efficiently resolving client inquiries throughclose coordination with various insurers.

Requirements

• Minimum Diploma in Business Administration or a related discipline.
• At least 1 - 2 years of dedicated administrative orpersonal assistant experience working directly for a Financial Services Manageror Agency Director.
• Possess strong Mandarin speaking capabilities to coordinate smoothly and effectively with a significant portfolio of native Mandarin-speaking clients.
• Highly meticulous, stable, and independent work ethic,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: 17C8690
• Please Provide:
• Availability
• Current/ Expected salary
• Reasons for leaving previous employments
• We regret that only shortlisted candidates will benotified.

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Company Intel

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