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.
The client is a HNW insurance broker firm.
Job Responsibilities
- Draft visual pitch books and materials for account executives to use during client meetings
- Assist in gathering relevant information and documentation from clients and relevant stakeholders.
- Maintain service standards to develop and improve customer satisfaction and retention
- Guarantee that all consumer inquiries and demands are resolved quickly and uniformly
- Ensure that all transactions are in adherence to regulatory, compliance and internal audit requirements
- Assist account managers in delivering premium service to affluent accounts to secure ongoing loyalty
- Collaborate with patrons, internal operations, and vendor networks to guarantee swift document handling and execution of consumer needs
- Help in organizing and executing client prospecting activities, including lead tracking and initial outreach.
- Manage ongoing communication and calendar scheduling for potential and current clients alongside corporate associates.
Skills & Requirements
- Diploma in Business Administration, Finance, Marketing, or related field.
- At least 3–4 years of experience in a support, coordination, or client service role. Familiarity with insurance application processes and terminology is a strong advantage.
- Possess exceptional structural and scheduling capabilities, demonstrating the capacity to handle diverse duties independently
- Proficient in Microsoft Office (Word, Excel, PowerPoint)
- Demonstrate superior written and spoken communication capabilities
- Customer-focused with strong interpersonal and teamwork skills
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