Insurance Admin & Scheduler (Part-Time)

JONATHON HAN; Singapore; On-site; SGD 20,000 - 60,000; Part time

Job summary

A leading Financial Advisory Group in Singapore seeks a detail-oriented Part-Time Insurance Admin & Scheduler. This in-office role requires strong communication and proficiency in Excel. You will manage client appointments and support advisers in a friendly environment. The hourly rate is $10-$12, working approximately 25-30 flexible hours per week with immediate start.

Benefits

Friendly and supportive team environment

Training and on-the-job guidance

Excellent exposure to industry

Qualifications

• Strong communication skills and good written English.
• Proficient in Excel / Google Sheets and general computer use.
• Detail-oriented, reliable, and able to work independently.

Responsibilities

• Schedule client appointments, follow-ups, and policy reviews.
• Maintain and update client information in CRM and internal trackers.
• Prepare and organize documents for insurance applications and servicing.

Skills

Strong communication skills

Proficient in Excel / Google Sheets

Detail-oriented and reliable

Job description

Just Honest Advice – Prudential Singapore
📍 In-Office Role | Approx. 25–30 hours per week | Start Immediately

About Us

Just Honest Advice is a leading Financial Advisory Group representing Prudential Singapore. We are an award-winning and fast-growing team known for our professionalism, integrity, and strong client relationships. Our agency serves a diverse clientele across Singapore, helping them achieve financial security and peace of mind through tailored insurance and investment solutions.

Position Overview

We are seeking a detail-oriented and proactive Part-Time Insurance Admin & Scheduler to support our daily operations. This role is crucial in ensuring smooth scheduling, accurate client record management, and effective coordination between advisers and clients.

You will work closely with our advisers and support team in a friendly, fast-paced environment — gaining real exposure to Singapore’s financial planning and insurance industry.

Key Responsibilities

• Schedule client appointments, follow-ups, and policy reviews
• Maintain and update client information in CRM and internal trackers
• Prepare and organize documents for insurance applications and servicing
• Track client engagement activities and follow-up tasks
• Assist advisers with basic administrative and data entry tasks
• Ensure confidentiality and professionalism in all client-related matters

Requirements

• Strong communication skills and good written English
• Proficient in Excel / Google Sheets and general computer use
• Detail-oriented, reliable, and able to work independently
• Prior experience in admin or insurance operations is an advantage (but not mandatory)
• Singaporeans / PRs preferred

Working Hours & Location

• In-office role
• Approx. 25–30 hours per week (flexible scheduling available)
• Start date: Immediate
• Monday - Friday, 3 day work week

Compensation & Benefits

• Hourly rate, commensurate with experience $10-$12
• Friendly and supportive team environment
• Training and on-the-job guidance provided
• Excellent exposure to Singapore’s financial advisory industry

How to Apply

Please send your CV or short introduction to:
📧 [Insert your preferred email]
Subject line: Application – Part-Time Insurance Admin & Scheduler