Operations & Admin Executive

About the role

This role plays a key part in ensuring smooth policy processing, accurate documentation, and efficient coordination across departments.

Key responsibilities

• Administer and manage insurance policy inventory, including tracking, updates, and documentation
• Prepare and process forms, reports, and other operational documents accurately and efficiently
• Support Acquisition and Sales teams in policy processing, renewals, and client servicing
• Maintain and update contact lists, client records, and internal databases
• Develop, organize, and maintain both digital and manual filing systems
• Act as a liaison between internal departments to ensure smooth communication and workflow
• Assist in compliance checks and ensure adherence to company and regulatory requirements
• Handle general administrative duties such as scheduling, correspondence, and data entry
• Identify opportunities to improve operational efficiency and workflow processes

Requirements

• Diploma or Degree in Business Administration, Finance, or related field
• 1–3 years of experience in administrative or operations roles (insurance industry preferred)
• Strong organizational and multitasking skills with attention to detail
• Proficient in Microsoft Office (Excel, Word, Outlook) and database management
• Good communication and interpersonal skills
• Ability to work independently and collaboratively in a team environment
• Familiarity with insurance processes, especially resale or secondary market policies, is an advantage
• Meticulous and process-driven
• Reliable with a strong sense of accountability
• Able to handle confidential information with integrity
• Adaptable in a fast-paced environment