POEMS
Open an Account
Responsibilities:
- You will handle the daily policy processing of Life Insurance, unit trust and account opening forms.
- You will liaise with the respective insurers to process commission payments to our financial advisers.
- You will work together as a team to ensure that the daily operations run efficiently and smoothly; this includes, but not limited to accurate data entry, timely revision of forms, close follow-ups with insurance partners and financial advisers on policy documentations, etc.
- You will be involved in the continuous efforts in business process and system enhancements by taking the initiative to review and gather feedback from users, and to propose for improvements.
- You will be assigned any adhoc tasks as and when necessary.
Requirements
- Diploma/Degree holder in any discipline
- Knowledge or operations experience in insurance/wealth management will be an advantage.
- Process-oriented and service-oriented
- Good communication and interpersonal skills
- Meticulous and good with follow-throughs
- Proactive and take initiatives
