The Role
Provide administrative support to underwriters: send renewal invites, draft cover notes and invoices, create client accounts, ensure KYC/CDD compliance, monitor renewal and quotation logs, follow up on pending matters, draft meeting minutes, and support process improvements.
Summary Generated by Built In
Main duties and responsibilities
- Assisting Underwriters and the Team Leader in their day-to-day operations
- Sending Renewal Invites
- Sending PPW list to Debtors Team every fortnight
- Following-up with business partners in respect of any pending matter
- Drafting of Cover Notes and Invoices
- Creating clients’ account on system
- Ensuring compliance with KYC/Customer Due Diligence requirements
- Sending processing instructions
- Monitoring of Renewal Control List and Quotation Log
- Drafting of minutes of meeting
- Ensuring that all queries received are attended by Underwriters in a timely manner
- Assisting in process improvement
Candidate's Profile
- Higher School Certificate (HSC) or equivalent
- Have at least one year working experience in the Insurance sector would be an advantage
- Good organisational and time management skills
- Responsible
- Meticulous
- Solution oriented
- Fast Learner
- Good attitude and pleasant personality
- Team player, able to work and collaborate with other members of the team as well as able to demonstrate individual skills
- Good communication skills (English, French)
- Able to work under pressure to meet deadline/s
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.
Skills Required
- Higher School Certificate (HSC) or equivalent
- At least one year working experience in the Insurance sector
- Good organisational and time management skills
- Responsible
- Meticulous
- Solution oriented
- Fast Learner
- Good attitude and pleasant personality
- Team player
- Good communication skills (English, French)
- Able to work under pressure to meet deadlines
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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.






