Client Services Associate (REMOTE)

The Client Services Associate will support an EXPERIENCED RELATIONSHIP MANAGER. He/She will assist in insurance administration matters and the day-to-day operations of the company.

Job Scope:

• Liaise with underwriters/insurance companies/investment platforms to ensure inception of submissions*
• Maintain proper filing and documentation procedures**
• Meet realistic deadlines given for all assignments**
• Generation of quotations from different insurers** (training provided)
• Liaise with 3rd parties (insurers, banks, etc) **
• Liaise with the clients for admin follow ups
• Client servicing (Change of address, fund switching, follow up on outstanding premiums/documentation, etc)
• Read and understand information in insurance policies (training provided)
• Compilation of receipts to be typed out on excel and uploaded to Dropbox
• Creation of power point presentation slides (templates provided)
• Assist in creating systems and SOPs to reduce the time spent doing manual administrative work.
• Undertake portfolios assigned to him/her and be able to learn and pick up the relevant skills and knowledge required within a reasonable time basis
• Fill up documentation for closed cases
• Ability to assist and familiarize oneself with all areas of work the assigned superior is handling
• Provide good customer service to external and internal customers
• Call clients to fix appointments (script given) or ask for lapsed payments


Requirements:

• University/College graduate of a reputable school. Undergraduates will be considered depending on his/her work experience.
• Fluent in written and spoken English
• Proficient with MS Office (Word, Excel, Powerpoint, Outlook)
• Has knowledge of Adobe Acrobat and/or Foxit
• Preferably with experience in insurance and/or investments. Ex-bankers/insurance agents are highly recommended to apply.
• Excellent communication skills with a certain level of assertiveness to confirm appointments over the phone**
• Strong client servicing skills and the ability to deal with complex issues**
• Positive learning attitude with excellent interpersonal skills**
• A strong team player with a high level of initiative with a sustainable and continuous desire and effort to tackle and break through difficult tasks in order to finish work**
• Highly driven, self-motivated and independent
• Willing to learn and have flexible timing
• Ability to build rapport and establish relationship with people at all levels

Benefits

- Competitive Salary
- Profit Sharing upon regularization (Up to 4 months Bonus based on Team Revenue)
- Employee Performance Bonus
- Loyalty Bonuses
- Other benefits (to be discussed in detail if selected)

Other Intangible Benefits

- Learn solid business skills. At the same time, you will get to know the entire backend of the organisation, eg. Return on Ad Spend (ROAS), Facebook/ LinkedIn Marketing skillset (to target High Net Worth Clients overseas). We will be hiring vendors to execute for us. You need manage the relationship to ensure execution and deliverables are met.
- Free Upskilling Courses. It will cost thousands of $$ if you do it yourself outside.
- Be Updated with the latest sales and marketing skills.
- Become proficient with all things finance and investment related. You will be exposed to bonds, structured products, ETFs, shares, annuities, Accredited Investor Funds and many more.
- Career Progression Opportunities. The more businesses set up, the more responsibilities and opportunities to learn will be available for you.

Please send your applications here and answers to the following:

- What do you think are your strengths based on your past job experiences and what can you bring to the firm?
- What is the one thing that you cannot live without in this world? Why?

*** We regret that only shortlisted candidates will be contacted.