Administrative Support

Main Duties and Responsibilities

• Quality Control: Ensure accuracy and completeness of proposal forms.
• Proposal Processing: Handle the processing of proposals using the designated software.
• Follow-Up: Track acceptances and medical requests.
• Premium Processing: Process first premiums received via account transfer.
• Cash Transactions: Manage cash transactions with customers and issue receipts for Swan Life Ltd and Swan General Ltd.
• Bank Form Completion: Filling out direct debit or standing order forms.
• Customer Service: Respond promptly to customer queries.
• Record keeping: Maintain accurate and organised records, files and databases.
• Debtor Follow-Up: Contact customers to resolve outstanding payments and record repayment arrangements.
• Ensure adherence to all relevant regulations and procedures.

Candidate's Profile

• Higher School Certificate (HSC) or equivalent.
• Minimum 1 year working experience in the life insurance sector and customer service.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office Suite.
• Ability to prioritize tasks and work independently.
• Be a team player. 

Note: Offer will be made initially on a fixed term contract of 3 months and person will be based at Rose-Hill branch. 

  The Company reserves the right:

 1. To convene only the best qualified candidates to participate in the selection exercise.

 2. Not to make any appointment following this advertisement.