[ref. e92572322] General Insurance Operations Executive - Bukit Merah
Phillip Securities Bukit Merah Full-time
Job Responsibilities:
- Administrative tasks including data entry for agent’s submission and operations.
- Assist to send Financial Advisors policy document, policy schedule and commission schedule from various insurers.
- Issue tax invoices to all insurers on a monthly basis.
- Insuring credit is received for outstanding statement of accounts, perform SOA reconciliation.
- Assist and answer queries in financial advisers’ commission issues.
- Ensuring accuracy and reconciliation is performed for financial advisors’ commission.
- Maintaining of financial accounts and book keeping.
- Preparation of Business reports eg. production report, sales report, income report.
- Initiate and support system enhancements and User Acceptance Testing (UAT) to improve efficiency and effectiveness of the department work processes.
Requirements:
- Minimum Diploma or other certification in Accounting or Finance equivalent.
- Insurance knowledge is an advantage.
- Accounting knowledge is required to perform the job duties.
- Possess 1-2 years in Accounts or Operations Functions.
- Able to handle heavy volume of tasks and show commitment and responsibility.
- Able to start work immediately. Fresh graduates who are keen to explore insurance industry are welcome to apply.
Preferred Skills & Characteristics:
- High proficiency in Microsoft office (Excel , Word , Powerpoint) , Pivot table and V-lookup.
- Strong analytical and problem-solving skills, attention to detail and comfort in working with numbers.
- Excellent communication and interpersonal skills.
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