DESKRIPSI PEKERJAAN
Available Admin Roles:
New Business Support (Hong Kong) - must be able to speak and write Cantonese.
New Business Support (Singapore)
Policy Illustration & Support – Preferably extroverted fresh graduates, mandarin-speaker
Policy Administration (Backend) – Must be able to communicate in English. Manage Taiwan, China, Dubai, US, and Switzerland.
New Business Support (presales) Job Description:
Work with New Business team to arrange medical booking, documentation preparation and information transposal to documentation.
Support New Business team and Consultants with meeting/medical arrangements, new and ongoing application documentation and policy delivery
Submission of application documentation to insurance companies
Ensure that the sales operations process is adhered, update system on the pipeline and ensure that the necessary activities & documentation including sales meeting logs are updated in the systems
Ensure client documentations are complete, aligned and satisfied with internal and insurance company compliance and due diligence
Manage and bring all the cases under care into completion (includes prompt follow-up / negotiation with insurers / underwriters)
Prepare specific client's power point presentation and product comparison for client's meeting.
Policy Illustration & Support Job Description:
Ensure prompt preparation & delivery of premium notice to clients
Ensure prompt preparation & delivery of policy annual review package to clients
Ensure post annual review meetings/ status are updated in the system
Obtain & update quarterly & annual cash values in the system
Prepare specific client's presentation and policy comparison for client's meeting
Communicate with several parties e.g. clients, bankers and insurers to ensure effective transfer of required data/documents
REQUIREMENT
Degree holder in any discipline
Min 1-2 years of administration, customer service or relationship management experience preferably in insurance, finance or banking industry
Fresh Graduates are open to apply
Good people / relationship skill with colleagues, and Consultants
Ability to multitask and work under extreme deadlines
Good functional and technical knowledge and skills to do the job at a high level of accomplishment
Good interpersonal skill and working closely with colleagues and Consultants to improve inception ratio
Highly organized and proactive in following up cases and also daily work
Effectively cope with changes
DETAIL LOWONGAN
- Umur -
- Min GPA -
- Min. Qualification S1/D4
- Min Experience Staff