Personal Assistant & Admin Executive/Insurance Agency Admin/PA to Insurance M
Remote / Online - Candidates ideally in
Singapore
Listed on 2026-06-06
Singapore
Listing for:
REICH CONSULTANCY PTE. LTD.
Remote/Work from Home
position Listed on 2026-06-06
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Key Responsibilities
- Direct comprehensive administrative and operational support for a Financial Services Director or Agency Manager, ensuring the seamless execution of daily advisory activities.
- Process premium notices and policy renewals meticulously, ensuring consistent and timely premium collections to maintain active client coverage.
- Act as the primary liaison for claims processing, coordinating extensively with insurers, medical clinics, and hospitals to expedite client claim settlements.
- Execute comprehensive backend paperwork for investment and life insurance submissions, meticulously preparing document packages for ongoing client portfolio reviews.
- Maintain and update critical client records, including Customer Knowledge Assessments (CKA) via designated insurer portals, and systematically track monthly operational expense logs.
- Deliver proactive client servicing by tracking key dates such as birthday listings, and efficiently resolving client inquiries through close coordination with various insurers.
- Minimum Diploma in Business Administration or a related discipline.
- At least 1-2 years of dedicated administrative or personal assistant experience working directly for a Financial Services Manager or Agency Director.
- Possess strong Mandarin speaking capabilities to coordinate smoothly and effectively with a significant portfolio of native Mandarin-speaking clients.
- Highly meticulous, stable, and independent work ethic, with the readiness to commit to a 100% work-from-office arrangement and structured daily operational hours.
EA License Number: 17C8690
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