Business Support Executive

1.Daily submissions:

- Download, rename and save all new business submissions from the common email mailbox into the advisors folders.

- Send return acknowledgement email to advisors for incomplete submission.

- Receive, scan and save all daily hardcopy submission documents into the advisors folders.

- Prepare all daily hardcopy submission documents and loose mail to be sent out to Insurers.

- Key all approved submissions into excel.

2.Client Transfer:

- Check all Client Transfer Forms (CTF) in the common email mailbox

- Download and sort all the forms into CTF folder according to client folder under the individual advisor

- Reject any forms that have error/mistake/ missed out document on the submission

- Email all submissions to respective providers weekly

- Attend to any CTF enquiries received in in the common email mailbox

3.Acknowledgement of Resignation

- Prepare and check on policy re-assignment listings for resigned advisors

- Check for all the client's policies and investment accounts (in New Business & Client Transfer Folder)

- Check in Insurer web portal for all the client's policies & status

4.Monthly Inception & BSC

- Download all Incepted reports from Insurer Web Portals and Business Development folder monthly

- Update monthly inception status and date into the excel Master File

- Update all Direct Product Purchase (DPP) cases into the excel Master File

5.Ad-hoc:

- Key & update monthly inception report

- Filing of tax invoices / submission checklists, if any

- Any other admin matters as assigned by the HOD

Proficiency in Microsoft Office, especially Excel, preferred