The Role
Support corporate travel insurance operations including risk assessment, preparing and submitting quotations and policy documents, recording instructions and data, monitoring client accounts, assisting customers, performing CRM duties, and promoting upsells and business acquisition.
Summary Generated by Built In
Main Responsibilities will include:
- Risk Assessment
- Preparation, Submission, Recording and Follow-up of Quotations
- Recording of instructions and data processing in the system
- Preparation, verification and submission of policy documents
- Monitoring existing clients' accounts
- Providing guidance and assistance to internal and external customers
- Prompting growth, Up selling, and Business Acquisition
- CRM duties
Candidate Ideal Profile:
- Minimum Higher School Certificate (HSC) or equivalent
- Have at least 1 year working experience in Travel Insurance
- Ideally be studying towards the CII qualification
- Be customer-oriented and a team player
- Be computer literate in MS Office Tools
The Company reserves the right:
- To convene only the best qualified candidates to participate in the selection exercise.
- Not to make any appointment following this advertisement.
Skills Required
- Minimum Higher School Certificate (HSC) or equivalent
- At least 1 year working experience in Travel Insurance
- Studying towards the CII qualification
- Customer-oriented and a team player
- Computer literate in MS Office Tools
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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.






