About Us
At Aspire Alliance, we are committed to delivering top-tier financial solutions through a team
of passionate, high-performing insurance professionals. We believe in supporting our agents
with strong operational backing to ensure they deliver the best service to clients. Join us and
be a vital part of an energetic, driven team that values initiative, efficiency, and excellence.
About The Role
We are looking for a dedicated Business Executive / Personal Assistant to provide end-to-end
administrative, event, operations, and sales support to our insurance financial agents. You
will play a critical role in enhancing our team's productivity and ensuring exceptional service
delivery to clients.
Key Responsibilities
Call & Communication Management
- Handle inbound and outbound calls professionally, including client queries,
appointment bookings, and follow-ups.
- Relay messages between clients and agents accurately and promptly.
- Maintain clear communication records.
Administrative & Operational Support
- Manage agents' calendars, schedule meetings, and coordinate internal/external events.
- Ensure all operational activities adhere to regulatory and internal compliance
standards.
- Assist with daily office tasks and documentation.
Sales & Client Support
- Prepare sales proposals, presentations, and materials for agents.
- Coordinate with underwriting and admin teams to ensure efficient policy processing.
- Maintain accurate client and sales records using CRM software.
- Provide front-line support to clients and escalate concerns when needed.
Liaison & Relationship Management
- Act as the go-between for clients and agents to facilitate clear communication.
- Support agents in follow-ups and client servicing activities.
- Uphold high standards of customer service and professionalism.
Requirements
- Proven experience in a support role, prior experience in admin, insurance, finance, or
customer service is a bonus
- Strong organizational skills
- Excellent communication skills—both spoken and written
- Strong organizational and multitasking abilities
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and CRM tools
- Proactive, resourceful, and a team player
- Ability to work independently and handle confidential information