Insurance Support Assistant (Remote)

About the role

Remote Insurance Support Assistant role handling day-to-day insurance quotation, application, and claims administration for a Financial Advisor. This is a detail-heavy role - a wrong figure in a quotation or misfiled application can delay a client's coverage, so precision is very important.

Key responsibilities

• Prepare and compare life insurance quotations across insurers
• Log quotation details accurately into Excel
• Complete and submit insurance applications through insurer portals
• Track and follow up on outstanding insurance claims
• Chase insurers for updates on pending applications
• Manage claims-related correspondence end-to-end
• Respond to routine client and insurer enquiries by email
• Liaise with insurers and clients by email (no calls)
• Use WhatsApp for quick clarifications or missing information
• Download and collate investment-related documents as needed

About you

• Experience with insurance portals, quotations, or claims processing (preferred)
• Comfortable working independently across email, WhatsApp, and multiple insurer portals
• Strong attention to detail, especially for Excel-based quotation tracking and portal application forms
• High discretion — this role handles confidential client financial data
• Self-directed; reliable without close supervision

Note: We communicate primarily via WhatsApp, including for interview scheduling. Please ensure you have an active WhatsApp account, as shortlisted candidates will be contacted there.