Admin Support
3 weeks ago
Job Responsibilities:
- Perform insurance case manager role in the high net worth space which includes:
- Prepare policy illustration and client presentation materials for insurance specialist (English, Simplified/Traditional Chinese)
- Supporting Insurance Specialist with both new business and policy servicing transactions which include but not limiting to arranging medicals with clinics, submit supporting document to insurer, submit payment advice, liaising with internal and external stakeholders to move the different transactions, etc
- Prepare policy review packs for incepted policies
- Administrative duties like printing of documents, binding of documents, arranging local and overseas courier services
- Provide cross support to Wealth Planning trust admin matters where required
Please refer to U3's Privacy Notice for Job Applicants/Seekers at https://u3infotech.com/privacy-notice-job-applicants/. When you apply, you voluntarily consent to the collection, use and disclosure of your personal data for recruitment/employment and related purposes.
Tell employers what skills you haveLifestyle
Microsoft Office
Microsoft Excel
Illustration
Inventory
Arranging
Wealth
Administration
Swimming
Attention to Detail
Bookkeeping
Communication Skills
Administrative Support
Able To Work Independently
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