Singlife
Raffles Place
Mon-Fri 9am-6pm
Responsibilities
- Ensure that all tasks are processed within stipulated timelines and according to the operational procedures
- Data cleaning/checking
- Check all documentation and ensure it meets requirements.
- Data-entry of key information such as client and product information, premium amount into system
- Approve submission in online platform (internal / external system)
- Archival - Scanning / Verification / Uploading
- Ensure all scanned documents are indexed correctly.
- Check and verify all documents and ensure its accuracy during verification.
- Ensure all documents are uploaded into the correct adviser's/client's folder.
- Prepare, update, upload, archive and send data reports on daily, weekly and monthly frequencies
- Ensure all information/reports are accurate before disseminating to relevant departments within timeline
- Prepare and/or participate in User Acceptance Test (UAT) for new system applications (ad-hoc as and when required)
- Build and maintain good working relationships across all levels of personnel, internally and externally.
- Ensure accurate and timely communication network between Team members & Reporting Manager.
- Any Ad hoc duties which may include assisting other staff members and answering queries from advisers
Requirements
- Competency in Excel (Intermediate / Advanced Level), especially in Pivot Table & V Lookup
- Min. Diploma with at least 1 - 2 years of Life Insurance backroom experience preferred
- Relevant Insurance certificates e.g. M5, M9 (preferred)
Jessica Nguyen Huynh Thanh Truc
CEI Reg. No. R23113787
EA License No. 99C4599
We regret that only shortlisted candidates will be notified.
