Admin Operations Executive

6 days ago


Singapore INFINITY FINANCIAL ADVISORY PTE. LTD. Full time

The Admin Executive works in the operations function. Reporting to the Head of Ops, the Admin Executive supports in the administrative and operational management of their insurance submission.

**Key Responsibilities**:

- Data entry for submission of documents
- Ensuring the accuracy and reliability of sales data
- Managing client data by using CRM and ERP systems
- Following up and supporting in clearance of outstanding underwriting requirements
- Supporting any administration needs of the department in case management and documentation
- Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator
- Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled
- Involved in the improvements and enhancements of existing systems and processes
- Maintaining and updating department processes and work flows
- Assisting in ad-hoc projects and tasks assigned

**Key Requirement**:

- Experience in relevant field and familiarity with insurance policies would be advantageous.
- Competent with Microsoft Office Applications
- Meticulous and attentive to details
- Self-driven and pro-active to work independently
- Highly adaptable to dynamic work environment and embrace new changes
- Ability to work under tight timeline
- High level of integrity and takes accountability of work



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