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

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.