Location: Raffles Place
Duration: 6 months contract
Working Hours: 8:30am - 5:15pm
Salary: Up to $4000
Responsibilities
- Ensure agent database is well managed, organized, archived & updated timely
- Track and maintain an effective & relevant database management system
- Ensure all product lines are informed timely if any changes in intermediary’s representation, resignation and termination
- Handle orphan policies and direct leads assignment to agents in a systematic manner
- Handle Agency enquiries on agent related online sales platform(s)
- Responsible for all agency documentations filing and housekeeping
- Reconcile & submit Monthly Sales Commission Report for Account Holders
- Ensure accuracy of campaign codes & set-ups for new product launches
- Responsible for activities related to Payment to Partners (PBOA, CCC, Profit Share and Profit Commission) o Sending out email chasers for outstanding premium
- Completion of coding sheets for submission to Finance
- Merging of letters to be sent to Partners
- Email updates to be sent to Partners
- Ensure that reminders for Renewals are sent weekly
- Provide administrative support for training (CPD Accreditation, Training Materials, and EDM)
- Supporting BDMs with operational duties, such as passing of endorsements, checking policy status (e.g. renewed or not, etc.).
- Perform ad-hoc duties as assigned by Supervisor
Qualifications
- Minimum Diploma level
- At least 3 years’ relevant experience preferably in an administrative function in the insurance or financial services industry
- Proactive, requiring little direction, takes responsibility
- Deadline and task-oriented with sense of urgency
- Ability to handle matters with high confidentiality
- Proficient in Microsoft Office suite (Word, Excel, Outlook and PowerPoint)
- Good team player (working with Corporate Secretary and other Administrative Assistants)
- Comfortable in a fast-paced and ever-changing environment
Ally
The Outsourcing Team
Recruit Express Pte Ltd
EA: 99C4599