Hiring Client Service Associate
3 days ago
If you are looking to excel in delivering superior customer service to clients, have strong administration in case processing, and have a good sense of written and oral communications with clientsWe want you
This role is very fast-paced, dynamic and independent. We are looking for someone who can assist a Financial Associate Sales Director with the following:
- Customer-facing: Deliver excellent customer service, good follow-ups, and liaising for claims or medical check-ups.
- Negotiating and liaising with underwriters to get cases approved.
- Case submissions: Familiar with digital and non-digital submissions.
- Preparing policy summaries for clients
- have a good eye for details and understand the policy illustration. Neat and meticulous.
- Ad-hoc tasks required by the Sales Director.
- _Extra: For those who like to seek career growth and want to do more, there is always room for discussion as there may be projects in which you can be involved. _
You will be the right-hand person of this Financial Sales Director (TOT level).
**Benefits**:
- Working hours: 9am-6pm Mon-Fri only
- 14-days AL
- 14-days MC
- AWS
- Performance Bonus (Variable)
- Central working location (Chinatown)
For individuals who love challenges and strong in administrative tasks, and like to interact with people.
Experience: At least 2 years in the insurance or financial advisory business as backend operations/support staff or personal assistant.
Experiences in an Independent Financial Advisory firm will be preferred and given priority.
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