Insurance Executive Assistant - Docs, Invoicing & Renewals

Acclaim Insurance Brokers Pte Ltd; Singapore; On-site; SGD 36,000 - 60,000; Full time

Job summary

Acclaim Insurance Brokers Pte Ltd invites applications for an Executive Assistant to provide admin support to the Account Servicing team and ensure proper documentation for each policy placed, keeping electronic filing up to date.

The role involves handling documentation trails, preparing cover notes and correspondence, assisting invoicing, and maintaining renewal data with attention to detail. A collaborative team environment is expected. Experience with insurance broking is advantageous.

Qualifications

• Admin support to the Account Servicing team is required.
• Experience with documentation trails and electronic filing.
• Willingness to obtain CGI certification if needed.

Responsibilities

• Work closely with the Account Servicing team and ensure proper documentation trail when policies are placed.
• Able to handle Foreign Worker Bonds placement independently.
• Prepare coverage summary, cover note, Certificate of Insurance, enclosure letters etc.
• Assist with the invoicing for the Account Servicing Team. Ensure all correspondences and documentations are electronically filed in the company’s documentation storage systems.
• Update expiry list for the department you are handling and policy renewal status
• Assist in preparation of marketing materials and renewal data.
• Ideal to have Certificate of General Insurance (If candidate does not have CGI at point of joining, it is encouraged that the candidate takes up the exam if candidate is identified to have potential)
• Have good follow up skills and documentation trail.
• Ideal to have experience from insurance broking companies.
• Eye for detail and able to work in a team environment supporting a team of colleagues.

Job description

Acclaim Insurance Brokers Pte Ltd invites applications for an Executive Assistant to provide admin support to the Account Servicing team and ensure proper documentation for each policy placed, keeping electronic filing up to date.

The role involves handling documentation trails, preparing cover notes and correspondence, assisting invoicing, and maintaining renewal data with attention to detail. A collaborative team environment is expected. Experience with insurance broking is advantageous.