Personal Assistant cum Admin Executive (1-2yrs exp / Insurance Agency Admin / PA to Insurance Managers / Director)

Key Responsibilities Direct comprehensive administrative andoperational support for a Financial Services Director or Agency Manager,ensuring the seamless execution of daily advisory activities. Process premium notices and policy renewalsmeticulously, ensuring consistent and timely premium collections to maintainactive client coverage. Act as the primary liaison for claimsprocessing, coordinating extensively with insurers, medical clinics, andhospitals to expedite client claim settlements. Execute comprehensive backend paperwork forinvestment and life insurance submissions, meticulously preparing documentpackages 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 trackingkey dates such as birthday listings, and efficiently resolving client inquiriesthrough close coordination with various insurers.

Requirements Minimum Diploma in Business Administration or arelated discipline. At least 1 - 2 years of dedicated administrativeor personal assistant experience working directly for a Financial ServicesManager or Agency Director. Possess strong Mandarin speaking capabilities tocoordinate smoothly and effectively with a significant portfolio of nativeMandarin-speaking clients. Highly meticulous, stable, and independent workethic, with the readiness to commit to a 100% work-from-office arrangement andstructured daily operational hours.

Interested applicants, please write in throughCareersFuture with detailed resume in MS Words format.

EA License Number: 23C1730 Please Provide: 1) Availability 2) Current/ Expected salary 3) Reasons for leaving previous employments We regret that only shortlisted candidates will be notified.