Responsibilities
- Prepare presentation materials, product comparisons, and financial illustrations for client meetings.
- Support client onboarding by coordinating medical examinations for insurance applications.
- Liaise with clients and referral partners to collect required documents and ensure timely follow-ups.
- Assist with lead tracking, client outreach, and scheduling meetings with prospective and existing clients.
- Provide administrative support for insurance applications and coordinate with internal teams to ensure smooth processing.
- Arrange meetings, prepare supporting materials, and follow up on action items.
Requirements
- Relevant qualifications or equivalent work experience in administration, client support, financial services, or a related field.
- At least 3-4 years of experience in client support, coordination, administration, or customer service. Experience in the insurance or financial services industry is an advantage.
- Familiarity with insurance application processes and terminology is an advantage.
- Strong organizational, time management, and multitasking skills.
- Proficient in Microsoft Office applications (Word, Excel, and PowerPoint).
- Excellent written and verbal communication skills.
- Detail-oriented with a high level of accuracy.
- Customer-focused, proactive, and able to handle confidential information with discretion.
Interested candidates are encouraged to submit their resumes along with a cover letter outlining their relevant experience and achievements to [Confidential Information] or click apply now!
..We regret to inform that only shortlisted candidates would be notified..
Talentvis Singapore Pte Ltd | EA License No: 04C3537
EA Personnel Name: Wong Xin Tong | EA Personnel No: R26162902
