Executive Personal Assistant to Associate Director

Mon-Fri, Onsite office arrangement

Salary depending on relevant experience. Negotiable after 6 month probation.

**Responsibilities**

He/She is responsible for improving operational efficiency and effectiveness to enhance work processes which in turn drives business profitability. He/She assist the Associate Director (ASD) in three portfolios 1) General insurance/life insurance (new business/pre
- post
- sales), 2) Servicing of existing clients and 3) Team Recruitment/Development. He/She co-ordinates regularly with internal departments, clients and ASD to ensure smooth day-to-day operation. Follow Standard Operating Procedures (SOPs) to ensure all necessary requirements are properly administered as per compliance/regulatory guidelines. He/She must be able to deliver _high quality error-free work under stress and tight deadlines_.

**General insurance/Life insurance (New business/pre
- post sales)**
- Plan and organize sales campaigns and promotions.
- Prepares customized quotations/product summaries for ASD’s client meetings.
- Process new business from all channels to facilitate timely customer response.
- Verify data to ensure accuracy and integrity.
- Liaise with Clinics and hospital to arrange for medical examinations and obtain medical reports.
- Provides the premium breakdown and adjustment of invoice for clients.
- Ensures accurate billing.

**Servicing of existing clients**
- Maintain strong business relationship with existing clients and business partners.
- Arrange for annual reviews and source for new business from existing clients.
- Provide prompt and excellent customer services to all clients.
- Handles renewal policies, claims and clients’ enquiries relating to all insurance products.
- Conduct fact finding to assist and follow up on more complex client enquires.
- Conduct weekly premium checks to remind clients of unsuccessful billing and ensure timely premium payments.
- Plan the logistics and execute the delivery of collaterals. (Mooncakes, CNY greeting cards, calendars etc)
- Review client feedback to improve on client service delivery.

**Team Recruitment/Development**
- Prepare hiring collaterals to be used in various hiring platforms.
- Conduct initial screening of resumes and relevant skill qualifications.
- Measure conversion success rate for each sourcing channel.
- Support new teammates in their on-boarding process with HR.

**Others**
- Conduct research on appropriate approaches and tools to enhance work processes.
- Maintain sales tracking reports and manage schedule for weekly team meetings.
- Cultivate and maintain strong relationships with existing agents, ensuring their ongoing satisfaction and loyalty.
- Maintain accurate financial records for tax filing purpose of ASD business operations (Billing, payroll or other accounting tasks).
- Undertake ad-hoc operational projects.

**Required Skills**:

- Pleasant disposition
- Strong organizational & time Management skills
- Results-oriented and performance driven
- Meticulous and detail-Oriented (Especially with numbers)
- Confident and effective communicator both in speech and writing
- Motivated self-starter with willingness to learn from peers
- Proficient in MS Office (Especially Excel) and Adobe
- IT savvy

**Min. Requirements**
- Singaporean/PRs
- Min. Diploma
- Relevant background preferred

(Business Development/Customer service/Client Resource Manangement/Financial services work experience or Major in Business/HR/Operation etc)

**Job Types**: Full-time, Permanent

**Salary**: $2,500.00 - $3,500.00 per month

Work Location: In person