Raffles Place
8.30am-5.15pm (Mon - Fri)
Job Scope
- Ensure agent database is well managed, organized, archived & updated timely, Track and maintain an effective & relevant database management system
- Ensure all product lines are informed timely if any changes in intermediary’s representation, resignation and termination
- Handle policies and direct leads assignment to agents in a systematic manner
- Handle Agency enquiries on agent related online sales platform(s)
- Responsible for all agency documentations filing and housekeeping
- Reconcile & submit Monthly Sales Commission Report for Account Holders
- Ensure accuracy of campaign codes & set-ups for new product launches
- Responsible for activities related to Payment to Partners
- Ensure that reminders for Renewals are sent weekly
- Provide administrative support for training (CPD Accreditation, Training Materials, and EDM)
- Supporting BDMs with operational duties, such as passing of endorsements, checking policy status (e.g. renewed or not, etc.).
- Perform ad-hoc duties as assigned by Supervisor
Requirements
- Minimum Diploma with at least 3 years’ relevant experience preferably in an administrative function in the insurance or financial services industry
- Proficient in Microsoft Office suite (Word, Excel, Outlook and PowerPoint)
- Proficient in Pivot Table & V Lookup
Jessica Nguyen Huynh Thanh Truc
CEI Reg. No. R23113787
EA License No. 99C4599
We regret that only shortlisted candidates will be notified.