Job Description
Job Description: Managed policy servicing tasks including premium notices, renewals, and ensuring timely payments to maintain active coverage. Liaised with insurers, hospitals, and clinics to follow up on claims and support prompt processing and resolution. Prepared and submitted insurance and investment-related documentation, ensuring accuracy and compliance. Compiled and organised policy and investment documents for client review and advisory meetings. Handled client inquiries via calls and emails, escalating complex issues to supervisors or account managers when required. Performed general administrative duties including updating client records (CKA), tracking monthly expenses, mailing documents, and supporting ad hoc tasks.
Requirements: Minimum 2 years of experience candidates with experience supporting insurance agents will also be considered. Proficiency in Mandarin is preferred to effectively communicate with Chinese-speaking clients. Able to work independently with a strong...
Requirements: Minimum 2 years of experience candidates with experience supporting insurance agents will also be considered. Proficiency in Mandarin is preferred to effectively communicate with Chinese-speaking clients. Able to work independently with a strong...