General Insurance Operations Executive

Phillip Securities Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company in the financial sector is seeking an Administrative Support role to assist financial advisors with various operational tasks. Responsibilities include administrative data entry, document handling, and preparing business reports. Ideal candidates should have a Diploma in Accounting or Finance and possess strong analytical skills. Those ready to start immediately, including fresh graduates exploring the insurance industry, are encouraged to apply.

Qualifications

• Minimum Diploma or certification in Accounting or Finance.
• 1-2 years in Accounts or Operations Functions.
• Fresh graduates interested in the insurance industry are welcome.

Responsibilities

• Perform administrative tasks including data entry and document handling.
• Assist in issuing monthly tax invoices and SOA reconciliation.
• Prepare business reports like production and sales reports.

Skills

Analytical skills

Problem-solving skills

Attention to detail

Education

Diploma in Accounting or Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Job Responsibilities:

• Administrative tasks including data entry for agent’s submission and operations.
• Assist to send Financial Advisors policy document, policy schedule and commission schedule from various insurers.
• Issue tax invoices to all insurers on a monthly basis.
• Insuring credit is received for outstanding statement of accounts, perform SOA reconciliation.
• Assist and answer queries in financial advisers’ commission issues.
• Ensuring accuracy and reconciliation is performed for financial advisors’ commission.
• Maintaining of financial accounts and book keeping.
• Preparation of Business reports eg. production report, sales report, income report.
• Initiate and support system enhancements and User Acceptance Testing (UAT) to improve efficiency and effectiveness of the department work processes.

Requirements:

• Minimum Diploma or other certification in Accounting or Finance equivalent.
• Insurance knowledge is an advantage.
• Accounting knowledge is required to perform the job duties.
• Possess 1-2 years in Accounts or Operations Functions.
• Able to handle heavy volume of tasks and show commitment and responsibility.
• Able to start work immediately. Fresh graduates who are keen to explore insurance industry are welcome to apply.

Preferred Skills & Characteristics:

• High proficiency in Microsoft office (Excel , Word , Powerpoint) , Pivot table and V-lookup.
• Strong analytical and problem-solving skills, attention to detail and comfort in working with numbers.
• Excellent communication and interpersonal skills.