Admin Operations Executive - #1089903

Key Responsibilities: 

• Data entry for submission of documents 

• Ensuring the accuracy and reliability of sales data 

• Recording figures and updating progress of insurance applications 

• Managing client data by using CRM and ERP systems 

• Following up and supporting in clearance of outstanding underwriting requirements 

• Approving applications according to internal and external processes and systems

• Follow up closely with advisers on outstanding requirements and clarification if needed.

• 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 workflows 

• Assisting in ad-hoc projects and tasks assigned

Key Experience: 

·         Competent with Microsoft Office Applications (Mainly Excel)

·         Good knowledge of insurance fundamentals

·         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

Education:

·         Preferably a Diploma in Business Administration or related field

·         Having Experience in insurance fields is an advantage.