The posting
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.
Responsibilities
- Assist the sales force daily in handling incoming commercial prospects and advancing policy files.
- Liaise directly with insurance underwriters regarding coverage submissions, risk assessment conditions, and status updates.
- Verify that entry forms, verification papers, and coverage records are correctly filled out and filed.
- Facilitate client onboarding workflows by scheduling clinical examinations, managing buyer records, overseeing logistics, and handling other early-stage processing milestones.
- Draft contract files and manage administrative tasks following submittal, including user demands and refund procedures.
- Act as a central link for consultants, consumers, underwriters, and corporate units, answering questions and tracking unresolved issues.
- Collaborate closely with internal units to guarantee files transition seamlessly from first filing to final contract delivery.
- Enhance your professional understanding of asset protection vehicles, financial services, and related banking workflows through continuous workplace education.
Requirements
- Diploma, bachelor's degree or equivalent qualification.
- Possess three to four years of applicable professional background in the underwriting, wealth advisory, or financial operations fields.
- Prior experience in new business processing, case management is a must.
- Possess exceptional administrative abilities with precision and the capacity to oversee various customer files at once.
- Maintain full confidence working alongside diverse business partners and tracking highly time-sensitive operational milestones.
By applying, you consent that the contents of your CV and job-seeking preferences will be processed for the purpose of job matching.



