About Our Client

Our client is a forward-thinking financial services firm. They focus on providing streamlined, essential financial planning services that align with the values of exploration and adventure held by the clients. Their tailored approach allows clients to quickly access the information they need and move forward confidently with their lives.

What you'll be doing?

• Data Management: Enter and maintain accurate sales data, ensuring reliability of information for insurance applications.
• Client Support: Utilize CRM and ERP systems to manage client data and follow up on outstanding underwriting requirements.
• Process Improvement: Contribute to enhancing existing systems and workflows, helping to streamline operations.
• Campaign Support: Collaborate with various stakeholders to successfully launch, track, and fulfill sales campaigns.
• Documentation: Maintain insurance product library, Fact Find Form, and Commission Rebate Calculator.
• Quality Assurance: Approve applications according to internal and external processes, ensuring compliance and accuracy.
• Administrative Support: Assist with case management, documentation, and ad-hoc projects as needed.

Who are they looking for?

• Tech-Savvy Professional: Competent with Microsoft Office Applications and eager to learn new systems.
• Insurance Knowledge: Good understanding of insurance fundamentals to support operations effectively.
• Detail-Oriented: Meticulous approach to work, ensuring accuracy in all tasks.
• Time Management: Ability to work efficiently under tight deadlines.
• Integrity: High level of professional ethics and accountability in all aspects of work.
• Educational Background: Preferably holding a Diploma in Business Administration or related field, but candidates with no prior experience are welcomed to apply.

Other Information

• Working Day: Mon to Fri, 9am to 6pm
• Office Location: Singpost Centre, Singapore 408600
• Salary: $2500 - $3000

Jobs DB Singapore Pte Ltd | 24C2640

Low Jia Yi | R25127265

#SmartHire