Admin Executive - Insurance Agency

ATA (S) PTE. LTD.; Singapore; On-site; SGD 36,000 - 48,000; Full time

Job summary

A dynamic insurance firm is seeking a highly organized professional to support daily operations and facilitate seamless service delivery. The ideal candidate will demonstrate strong client-focused communication skills, meticulous attention to detail, and adaptability in handling a variety of tasks. Responsibilities include managing schedules, processing claims, and supporting marketing efforts. A proactive attitude and proficiency with technology are key to succeeding in this role.

Responsibilities

• Manage and organize the calendar, including scheduling meetings and appointments.
• Handle correspondence, draft emails, and prepare reports as required.
• Support in preparing quotes for general and life insurance.
• Processing of insurance claims and service requests promptly.
• Facilitate communication between the insurance manager, clients, and team members.

Skills

Detail-Oriented

Client-Focused

Proactivity

Organizational Skills

Communication Skills

Adaptable

Tech-savvy

Confidentiality

Job description

The ideal candidate will be an organizational powerhouse, facilitating the daily business activities and ensuring the seamless operation of daily tasks and our insurance services.

Key Qualities:

• Detail-Oriented: Meticulous attention to detail for overseeing insurance policies and managing client portfolios.
• Client-Focused: Strong customer service skills to handle client inquiries and maintain relationships.
• Proactivity: A forward-thinking approach to anticipate needs and address them without waiting for direction.
• Organizational Skills: Exceptional ability to organize tasks, schedules, and client information for optimal workflow.
• Communication Skills: Strong verbal and written communication abilities to interact with clients and manage correspondence.
• Adaptable: Able to adjust quickly to changing priorities.
• Tech-savvy: Proficient with modern technology and office software.
• Confidentiality: Absolute discretion when handling sensitive client data and financial information.

Responsibilities:

• Manage and organize the calendar, including scheduling meetings, appointments, and travel arrangements.
• Coordinate and manage schedules, ensuring efficient time management and prioritization.
• Handle correspondence, draft emails, and prepare reports as required.
• Assist in the preparation of presentations and meeting materials
• Support in preparing quotes for general and life insurance.
• Monitor and manage the renewal process of insurance policies.
• Processing of insurance claims and service requests promptly.
• Work closely with insurance companies and clients to gather necessary documents and information.
• Perform general administrative tasks such as filing, photocopying, and managing office supplies, as well as other ad-hoc office duties.
• Ensure all tasks are followed through.
• Supporting role to agency management
• Provide comprehensive support to the insurance manager, including strategic planning and project management.
• Assist in marketing efforts by preparing promotional materials and conducting market research.
• Facilitate communication between the insurance manager, clients, and team members.
• Assist in the development and implementation of office policies and procedures.