Executive, Operations (General Insurance)

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.

If you are looking for an environment of growth and opportunities, please send a cover letter with your resume, stating the position applied, present and expected salaries to recruitment@phillip.com.sg

We regret that only shortlisted candidates will be notified.

Brought to you by Phillip Securities Pte Ltd (A member of PhillipCapital)