Insurance executive / Backend Support

Multiple Roles Available Overview

We are seeking a dedicated and detail-oriented Executive Assistant to support our Insurance Broking team. The successful candidate will play a key role in policy administration, renewals, client servicing support, documentation management, and coordination with insurers to ensure efficient processing of insurance transactions.

Key Responsibilities

Policy Administration & Documentation

• Prepare and issue quotations, cover notes, Certificates of Insurance, policy schedules, endorsement documents, and other insurance-related correspondence.
• Ensure accurate and timely maintenance of policy records and client files.
• Maintain proper documentation trails and electronic filing of all client and insurer correspondence.
• Prepare and update insurance coverage summaries and policy information.

Renewals & Client Servicing Support

• Manage policy renewal processes, including monitoring expiry dates, preparing renewal quotations, and following up with clients on renewal decisions.
• Maintain and update renewal registers and policy status reports.
• Assist Account Managers and Brokers in servicing existing client accounts.
• Liaise with insurers and clients on policy amendments, endorsements, and policy enquiries.

Quotations & Insurer Coordination

• Source and obtain quotations from insurers for new and renewal business.
• Prepare and send quotations to clients promptly.
• Follow up on outstanding quotations and renewal opportunities.
• Transmit Submission Broking (SB) documents and ensure complete submission requirements are met.

Billing & Account Support

• Prepare Statements of Account (SOA) and assist in premium collection follow-ups.
• Support invoicing and billing administration.
• Ensure premium transactions and related records are properly maintained.

Administrative Support

• Prepare management reports, renewal statistics, and departmental records as required.
• Support marketing initiatives and insurance proposal preparations.
• Assist with ad-hoc administrative duties assigned by management.

Requirements

• Experience handling renewals, quotations, SOA preparation, and insurer submissions will be advantageous.
• Proficient in Microsoft Office applications, particularly Excel and Word.
• Strong organisational skills with the ability to manage multiple tasks and deadlines.
• Meticulous, responsible, and attentive to details.
• Good interpersonal and communication skills.
• Ability to work independently as well as collaboratively within a team environment.

Preferred Qualifications

• Certificate in General Insurance (CGI) or equivalent insurance qualification.
• Prior experience in an insurance broking environment will be highly advantageous.