Secretary

Job Summary

We are looking for a responsible and organized Insurance Secretary to provide administrative and operational support to our financial advisory team. The ideal candidate should be detail-oriented, proactive, and able to manage multiple tasks efficiently while delivering excellent customer service.

Key Responsibilities

* Provide administrative support to financial consultants and management.

* Prepare insurance application forms and ensure documentation is complete.

* Follow up with clients regarding outstanding documents and policy requirements.

* Coordinate medical examinations, underwriting requirements, and policy issuance.

* Assist with policy servicing, claims, nominations, and beneficiary updates.

* Schedule appointments, meetings, and client reviews.

* Maintain accurate client records and ensure data confidentiality.

* Liaise with insurance companies, medical providers, and business partners.

* Prepare reports and monitor outstanding cases.

* Handle incoming calls, emails, and client enquiries professionally.

* Support event planning, seminars, and client appreciation activities.

Requirements

* Diploma or equivalent qualification.

* Experience in insurance or financial services is an advantage.

* Good communication and interpersonal skills.

* Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint).

* Strong organizational and time management skills.

* Able to work independently and as part of a team.

* Meticulous with a high level of integrity and confidentiality.

Preferred Qualities

* Positive attitude and willingness to learn.

* Customer-oriented with good problem-solving skills.

* Able to work under pressure and meet deadlines.

* Familiarity with insurance systems and policy administration is an advantage.

Working Hours

Monday to Friday (Office Hours)

Benefits

* Competitive salary

* Performance bonus

* Medical benefits

* Training and career development opportunities

* Supportive and positive working environment