The Role
Provide client support for insurance quotation requests and policy processing, ensure KYC/CDD completion, coordinate with underwriting, processing and accounting, track submissions and premium payments, assist with administrative tasks, stationery control and process improvements.
Summary Generated by Built In
Duties
Support for quotation request:
- Assist client with proposal forms
- Ensure CDD process is completed
- Communicate with underwriting department, processing and accounting team
- Assist in finalizing the insurance contract
Review of underwriting information provided
Monitoring of Departmental Processes:
- Submission of quotation
- Submission of KYC and CDD Documents
- Submission of policy documents
- Follow up of premium payment
- Assist in process improvement
Candidate's Profile
- Higher School Certificate (HSC) or equivalent
- Have at least 2 years' working experience in the insurance sector
- Excellent analytical and numeracy skills
- Presentation and communication skills (written and oral)
- Ability to build strong interpersonal connections
- Ability to operate under pressure and within tight deadlines
- Computer literate with a good knowledge of Microsoft Word and Excel
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.
Responsibilities- To assist with Policy documents Processing
- To assist with quotations & transactions entry
- To assist with stationery and stock control for the department
- To support the department with administrative duties
Qualifications
- Higher School Certificate (HSC) or equivalent
- Have prior experience in Motor insurance will be a definite advantage
- Have good communication and interpersonal skills
- Be a team player
- Be able to work under pressure to meet tight deadlines
- Be conversant with MS Office Tools
Skills Required
- Higher School Certificate (HSC) or equivalent
- At least 2 years' working experience in the insurance sector
- Excellent analytical and numeracy skills
- Presentation and communication skills (written and oral)
- Ability to build strong interpersonal connections / be a team player
- Ability to operate under pressure and within tight deadlines
- Computer literate with good knowledge of Microsoft Word and Excel / conversant with MS Office
- Prior experience in Motor insurance
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The Company
What We Do
SWAN provides the full range of non-banking financial solutions, from Insurance, Pension & Actuarial services, to Wealth Management & Securities Trading.
