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Partner Support Executive
2 months ago
Key Responsibilities
This role is responsible for supporting Partners with administrative matters. This includes:
- Draft client letters and client information packs.
- Working with various other internal teams including Client Services Team, Business Assurance and Compliance.
- Updating Salesforce with meeting notes and activities.
- Facilitating the end-to-end process of insurance applications for clients starting from obtaining insurance quotes to following up of underwriting requirements until inception of policies.
- Supporting Partners with other adhoc administrative or operational tasks as required.
Requirements
- Customer service-oriented
- Strong communication and interpersonal skills in both verbal and written
- Possess strong work ethics a positive working attitude, proactive and self-motivated
- Be a team player and able to work independently if needed
- Meticulous, with a strong attention to detail
- Ability to adapt to a dynamic working environment
- No experience required as training will be provided.
Tell employers what skills you have
Financial Services industry
Microsoft Office
Microsoft Excel
Strong Attention To Detail
Teaching
Social Media
Housekeeping
Interpersonal Skills
Assurance
Administration
Selling
Underwriting
Good Communication Skills
Cashiering
Communication Skills
Administrative Support
Team Player
Customer Service
Able To Work Independently
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