Admin Support
2 weeks ago
Admin Support_Intermediate
Contract: 12 Months
Mon - Fri, office hours
Perform insurance case manager role in the high net worth space which includes:
1. Prepare policy illustration and client presentation materials for insurance specialist (English, Simplified/Traditional Chinese)
2. 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
3. Prepare policy review packs for incepted policies
4. Administrative duties like printing of documents, binding of documents, arranging local and overseas courier services
5. Provide cross support to Wealth Planning trust admin matters where required
Requirements:
1. Min. Diploma in relevant studies
2. Experienced in High Net Worth Insurance
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PERSOLKELLY Singapore Pte Ltd
• RCB No. 200007268E
• EA License No. 01C4394
• Reg. Reg No: R23117785 (Lok Ding Hann)
Microsoft Office
Microsoft Excel
Illustration
Administrative Work
Interpersonal Skills
Inventory
Arranging
Wealth
Invoicing
Administration
Data Entry
Accounting
Administrative Support
Team Player
Customer Service
Able To Work Independently
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