Captive Insurance and Treasury associates

Captive insurance :

• Report new incidents or claims to the broker/insurer
• Support the renewal process by compiling required data and documentation for brokers and insurers.
• Log and track claims notifications, movements, and settlements in internal systems or trackers.
• Collect supporting documentation for claims and follow up with brokers or third‑party administrators as instructed.
• Track the status of open claims and facilitate communication between adjustors and internal staff.
• Compile data for routine underwriting, premium, and claims reports.
• Assist with reconciliations of premiums, invoices, and payment records.
• Support finance, tax and accounting teams by gathering information required for month‑end, audit, or actuarial reviews.
• Process insurance-related invoices and track premium payment statuses.
• Assist in gathering and compiling data for renewal applications and broker meetings.
• Maintain and update all corporate insurance policies

Treasury operation:

• Carry out daily treasury operations including bank account maintenance and fund transfer
• E-banking administrator
• Assist in cash management (e.g. placing deposit, subscribing liquidity products)

Skills & Competencies

• Bachelor's degree is required, major in finance is a plus.
• Over 1 year relevant experience in insurance or finance industry, knowledge in treasury and accounting would be advantageous.
• Strong attention to detail and data accuracy.
• Basic understanding of insurance concepts (or willingness to learn).
• Good organizational and time‑management skills.
• Proficiency in Microsoft Excel, Word, and PowerPoint.
• Clear written and verbal communication skills.
• Ability to follow instructions, processes, and deadlines in a regulated environment.