Admin Operations Executive

Infinity Financial Advisory Pte Ltd
Central Region
Administrative Assistants (Administration & Office Support)
Full time
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Posted 20d ago

Key Responsibilities:

• Data entry for submission of documents

• Ensuring the accuracy and reliability of sales data

• Recording figures and updating progress of insurance applications

• Managing client data by using CRM and ERP systems

• Following up and supporting in clearance of outstanding underwriting requirements

• Approving applications according to internal and external processes and systems

• Supporting any administration needs of the department in case management and documentation

• Maintaining insurance product library, Fact Find Form and Commission Rebate Calculator

• Involved in sales campaigns and liaise with the various stakeholders to ensure that these campaigns are successfully launched, tracked and fulfilled

• Involved in the improvements and enhancements of existing systems and processes

• Maintaining and updating department processes and work flows

• Assisting in ad-hoc projects and tasks assigned

Key Experience:

· Competent with Microsoft Office Applications

· Good knowledge of insurance fundamentals

· Meticulous and attentive to details

· Self-driven and pro-active to work independently

· Highly adaptable to dynamic work environment and embrace new changes

· Ability to work under tight timeline

· High level of integrity and takes accountability of work

Education:

· Preferably a Diploma in Business Administration or related field

Company information

Registration No.200617796N

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