Personal Assistant (Insurance Industry)

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

Job summary

A leading insurance service firm seeks a detail-oriented professional to assist in managing client documentation and policy servicing. Candidates should have 1-2 years of insurance experience and strong communication skills to coordinate client interactions and maintain compliance. This full-time position offers a monthly salary of $3,000.

Qualifications

• Minimum 1–2 years of experience in insurance-related work.
• Preferred background as Ex Advisors or individuals with FA experience.

Responsibilities

• Assist in managing client documentation and policy servicing.
• Follow up with insurers and clients on outstanding requirements.
• Maintain accurate records and compliance documents.

Skills

Detail-oriented

Communication

Follow up skills

Tools

Insurance platforms

Basic administrative tools

Job description

Employment Type: Full-Time

Salary Range: $3,000

Key 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

Requirements:

- 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

- Detail-oriented with communication and follow up skills