Insurance Admin/Secretary

Key Responsibilities

Manage appointments, and reminders on Google Calendar

Review and process documentation with a

high level of accuracy and attention to detail

Maintain well-organised online filing systems for easy retrieval and compliance purposes

Manage email correspondence in a timely and professional manner

Coordinate appointments and follow up on client matters

Support preparation and submission of documentation in accordance with regulatory requirements

Respond to client enquiries (e.g. WhatsApp, email) promptly and professionally, ensuring timely follow-ups

Provide general administrative and personal support, and handle ad-hoc duties as assigned

Performance Expectations

Accuracy:
Able to complete tasks with minimal errors and strong attention to detail

Responsiveness:
Emails and client enquiries to be attended to within 1–3 working days

Efficiency:
Able to manage and complete tasks within stipulated timelines

Ownership:
Proactive and takes initiative to follow up on pending matters without constant supervision

Organisation:
Maintains clear, structured, and up-to-date records

Requirements

Prior experience in administrative or personal assistant roles is preferred

Proficient in

Microsoft Office (Excel, Word, Outlook)

Strong organisational skills and ability to multitask effectively

Good communication skills (written and verbal)

Proactive, takes initiative, and able to work independently

Language Requirement

This role requires communication with Chinese-speaking clients. Candidates should be able to converse and write in Mandarin to support client needs.

Work Environment

5-day work week

Office-based role in Singapore

Training and guidance will be provided