Policy Executive (1 Year Contract - Renewable)

PACIFIC PRIME INSURANCE BROKERS SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An insurance brokerage firm in Singapore seeks an Administrative Support Specialist to assist with insurance policy administration, data entry, and client servicing. The ideal candidate will have a diploma, 2-3 years of experience in general insurance, and strong interpersonal skills. Proficiency in Microsoft Office is essential. This role demands a meticulous and customer-centric approach to manage multiple tasks effectively and support the team in delivering excellent service to clients.

Qualifications

• Minimum 2-3 years of work experience in General Insurance and Policy Administration.
• Adept at premium calculation and data entry with accuracy.
• Ability to maintain client confidentiality and compliance.

Responsibilities

• Administer insurance policies (new and renewal business).
• Data entry into internal system.
• Manage group census and upload member movements.
• Generate reports and assist in billing queries.

Skills

Customer centric

Meticulous

Excellent interpersonal skills

Communication skills

Multitasking

Organizational skills

Education

Diploma in relevant field

Tools

Microsoft Excel

PDF editor

Job description

Responsibilities:

• Support the team in administering insurance policies (new and renewal business)
• Data entry into internal system, ensuring accuracy at all times
• Maintain client confidentiality and strictly adhering to PDPA and compliance requirements
• Manage group census and upload member movements into the portal
• Generate reports from the portal/system and send to the client/insurer as and when required
• Process insurance applications, file paperwork and submit to insurers
• Assist sales advisors and account managers in servicing clients on their insurance policies
• Prepare correspondence and issuance of policy documents
• Work and liaise with insurance partners on regular basis
• Handle queries with great care from clients (HR/employee) on plan administration, billing, medical underwriting, etc
• Create debit notes, credit notes, tax invoices in support on client billing
• Monitor and follow up on the payment status and policy documents
• Review insurer/broking invoices and send payment emails to clients; work with billing and collection team in ensuring client’s policies and benefit programs are paid on time
• Any other duties and responsibilities that may be delegated from time to time

Requirements:

• Diploma holder with minimum 2-3 years of work experience in General Insurance and Policy Administration
• Customer centric, meticulous, excellent interpersonal & communication skill
• Able to multitask, well organized and enjoys administrative challenges of working on multiple applications
• Good in numbers as would assist in premium calculation
• Proficient in Microsoft Office (e.g. Microsoft Excel) and PDF editor