Personal Assistant cum Admin

Company Overview

A General Insurance Agency specializing in sales and service for personal and corporate risk management.

Job Summary

We are seeking a motivated Personal Assistant cum Admin to support our Senior Advisor by managing daily business activities and ensuring smooth operations with strong organizational and communication skills.

Key Qualities

• Detail-Oriented: Meticulous attention to detail for overseeing insurance policies and managing client portfolios.
• Client-Focused: Strong customer service skills to handle client inquiries and maintain relationships.
• Proactivity: A forward-thinking approach to anticipate needs and address them without waiting for direction.
• Organizational Skills: Exceptional ability to organize tasks, schedules, and client information for optimal workflow.
• Communication Skills: Strong verbal and written communication abilities to interact with clients and manage correspondence.
• Adaptable: Able to adjust quickly to changing priorities.
• Tech-savvy: Proficient with modern technology and office software.
• Confidentiality: Absolute discretion when handling sensitive client data and financial information.

Responsibilities

• Manage and organize the Senior Advisor’s calendar, scheduling meetings, appointments, and travel arrangements to optimize time use
• Coordinate schedules to prioritize tasks and ensure efficient workflow
• Draft and handle correspondence, including emails and reports, to maintain clear communication
• Prepare presentations and meeting materials to support business discussions
• Assist in preparing insurance quotes for general and life policies to facilitate client service
• Monitor and manage insurance policy renewals to maintain continuous coverage
• Process insurance claims and service requests promptly to ensure client satisfaction
• Collaborate with insurance companies and clients to collect necessary documents and information for transactions
• Perform general administrative duties such as filing, photocopying, and managing office supplies to support office operations
• Follow through on assigned tasks to ensure completion and accuracy
• Provide comprehensive support in strategic planning and project management for the Senior Advisor
• Assist marketing efforts by preparing promotional materials and conducting market research to enhance outreach
• Facilitate communication between the Senior Advisor, clients, and team members to maintain alignment
• Support the development and implementation of office digitalization initiatives to improve efficiency

Required competencies and certifications

• Proven experience as a personal assistant or in an administrative role, preferably within the insurance industry
• Exceptional multitasking and time-management skills demonstrated through managing complex schedules and tasks
• Proficiency in office software, including CRM platforms, to support administrative and client management functions
• Ability to work independently and collaboratively to meet business needs
• High level of discretion and professional ethics when handling sensitive client and financial information

Preferred competencies and qualifications

• Minimum O Level or equivalent educational qualification
• Certifications in BCP, PGI, CGI, HI are beneficial but not mandatory