Administrative Support:

1. Assist with the daily administrative functions related to insurance documentation and client servicing.

2. Manage client databases, ensuring all records are up-to-date and compliant with internal and regulatory standards.

3. Prepare and process application forms.

4. Coordinate with internal departments for new application, renewal and servicing needs.

5. Coordinate with the client to arrange for medical checks as and when needed during new application process.

6. Support the Manager in providing timely update and management report on business and pipeline.

High-Value Client Servicing:

Work in conjunction with the Manager and back-office servicing team to offer client servicing to high-value clients, providing personalized support and addressing their needs promptly and efficiently.

Coordination and Communication:

1. Liaise between clients and internal teams (new business, servicing and finance) to ensure seamless communication and timely resolution of issues if any.

2. Assist with the coordination of policy renewals, endorsements, and amendments, ensuring all necessary documents are provided on time.

3. Draft professional correspondence, reports, and summaries for clients and internal teams.

Compliance and Reporting:

Ensure that all client interactions and documentation comply with company policies and regulatory requirements.