Insurance Secretary

Key Responsibilities

• Manage and organise schedules, appointments, and reminders to ensure smooth daily operations
• Review and process documentation with a high level of accuracy and attention to detail
• Maintain well-organised filing systems (digital and physical) for easy retrieval and compliance purposes
• Manage email correspondence in a timely and professional manner
• Make outbound calls to coordinate appointments and follow up on client matters
• Preparation and submission of documentation in accordance with internal and regulatory requirements
• Respond to client enquiries (e.g. WhatsApp, email) promptly and professionally, ensuring timely follow-ups
• Provide general administrative and personal support, and handle ad-hoc duties as assigned

Performance Expectations

• Accuracy: Able to complete tasks with minimal errors and strong attention to detail
• Responsiveness: Emails and client enquiries to be attended to within 1–3 working days
• Efficiency: Able to manage and complete tasks within stipulated timelines
• Ownership: Proactive and takes initiative to follow up on pending matters without constant supervision
• Organisation: Maintains clear, structured, and up-to-date records

Requirements

• Experience in the insurance industry preferred
• Prior experience in administrative or personal assistant roles is preferred
• Proficient in Microsoft Office (Excel, Word, Outlook)
• Strong organisational skills and ability to multitask effectively
• Good communication skills (written and verbal)
• Proactive, takes initiative, and able to work independently

Language Requirement

• This role requires communication with Chinese-speaking clients. Candidates should be able to converse and write in Mandarin to support client needs.

Work Environment

• 5-day work week
• Office-based role in Singapore
• Training and guidance will be provided