
Admin Executive
2 weeks ago
**Key Qualities**:
- **Detail-Oriented**: Meticulous attention to detail for overseeing insurance policies and managing client portfolios.
- **Client-Focused**: Strong customer service skills to handle client inquiries and maintain relationships.
- **Proactivity**: A forward-thinking approach to anticipate needs and address them without waiting for direction.
- **Organizational Skills**: Exceptional ability to organize tasks, schedules, and client information for optimal workflow.
- **Communication Skills**: Strong verbal and written communication abilities to interact with clients and manage correspondence.
- **Adaptable**: Able to adjust quickly to changing priorities.
- **Tech-savvy**: Proficient with modern technology and office software.
- **Confidentiality**: Absolute discretion when handling sensitive client data and financial information.
**Responsibilities**:
- Manage and organize the calendar, including scheduling meetings, appointments, and travel arrangements.
- Coordinate and manage schedules, ensuring efficient time management and prioritization.
- Assist in the preparation of presentations and meeting materials
- Support in preparing quotes for general and life insurance.
- Monitor and manage the renewal process of insurance policies.
- Processing of insurance claims and service requests promptly.
- Work closely with insurance companies and clients to gather necessary documents and information.
- Perform general administrative tasks such as filing, photocopying, and managing office supplies, as well as other ad-hoc office duties.
- Ensure all tasks are followed through.
- Supporting role to agency management
- Provide comprehensive support to the insurance manager, including strategic planning and project management.
- Assist in marketing efforts by preparing promotional materials and conducting market research.
- Facilitate communication between the insurance manager, clients, and team members.
- Assist in the development and implementation of office policies and procedures.
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