General Insurance Operations Executive

4 days ago


Singapore Phillip Securities Pte Ltd Full time

Job Responsibilities:
Administrative tasks including data entry for agent’s submission and operations.
Assist to send Financial Advisors policy document, policy schedule and commission schedule from various insurers.
Issue tax invoices to all insurers on a monthly basis.
Insuring credit is received for outstanding statement of accounts, perform SOA reconciliation.
Assist and answer queries in financial advisers’ commission issues.
Ensuring accuracy and reconciliation is performed for financial advisors’ commission.
Maintaining of financial accounts and book keeping.
Preparation of Business reports eg. production report, sales report, income report.
Initiate and support system enhancements and User Acceptance Testing (UAT) to improve efficiency and effectiveness of the department work processes.
Requirements:
Minimum Diploma or other certification in Accounting or Finance equivalent.
Insurance knowledge is an advantage.
Accounting knowledge is required to perform the job duties.
Possess 1-2 years in Accounts or Operations Functions.
Able to handle heavy volume of tasks and show commitment and responsibility.
Able to start work immediately. Fresh graduates who are keen to explore insurance industry are welcome to apply.
Preferred Skills & Characteristics:
High proficiency in Microsoft office (Excel , Word , Powerpoint) , Pivot table and V-lookup.
Strong analytical and problem-solving skills, attention to detail and comfort in working with numbers.
Excellent communication and interpersonal skills.
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