Insurance Personal Assistant – Policy & Client Services

TRIPLE BOND SERVICES PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

A leading insurance service provider in Singapore is looking for a Full-Time position to assist in managing client documentation, submissions, and policy servicing. Candidates should have a minimum of 1–2 years of experience in insurance-related work and preferably hold prior advisory experience. Proficiency in insurance platforms is essential, along with attention to detail and strong communication skills. This position involves following up with insurers and clients on outstanding requirements and coordinating schedules for advisors.

Qualifications

• Minimum 1–2 years of experience in insurance related work.
• Ex Advisors or individuals with FA experience are strongly preferred.
• Proficient in insurance platforms and basic administrative tools.

Responsibilities

• Assist in managing client documentation, submissions, and policy servicing.
• Follow up with insurers and clients on outstanding requirements.
• Maintain accurate records and compliance documents.
• Coordinate schedules, meetings, and updates for advisors.

Skills

Detail-oriented

Communication skills

Follow up skills

Tools

Insurance platforms

Basic administrative tools

Job description

A leading insurance service provider in Singapore is looking for a Full-Time position to assist in managing client documentation, submissions, and policy servicing. Candidates should have a minimum of 1–2 years of experience in insurance-related work and preferably hold prior advisory experience. Proficiency in insurance platforms is essential, along with attention to detail and strong communication skills. This position involves following up with insurers and clients on outstanding requirements and coordinating schedules for advisors.