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Mark Chan Organization is seeking a meticulous Adviser Admin Executive in Singapore to provide dedicated administrative support to our team of Financial and Insurance Advisers. You will help ensure smooth daily operations, maintain compliance, and deliver an exceptional client experience throughout the advisory process.
The role involves policy servicing, client claims support, payment follow-ups, and coordinating between clients and insurers.
We are seeking a meticulous and proactive Adviser Admin Executive to provide dedicated administrative support to our team of Financial and Insurance Advisers. You will play a pivotal role in ensuring smooth daily operations, compliance adherence, and an exceptional client experience throughout the advisory process.
Policy servicing, processing changes, renewals, top-ups, nominations, address/beneficiary updates
Clients claim support, following up with insurer, chasing documentation
Payment follow-ups, lapses/reinstatement tracking
Liaising between client and insurer, scheduling reviews/appointments
Preparing policy summaries, annual reviews, portfolio statements for clients