About this role
• Assist with the preparation and coordination of sales quotations and related documentation. • Generate and distribute quotation summaries and monthly reports in a timely manner. • Prepare policy illustrations using insurer platforms, ensuring accuracy and completeness. • Maintain working knowledge of various insurance software systems and product offerings. • Respond to inquiries from both internal teams and external stakeholders professionally and promptly. • Provide administrative support to consultants and bankers, including preparing and arranging the delivery of client proposals. • Ensure accurate data entry and maintain up-to-date records. • Identify and report any system or process issues to minimize recurring errors. • Support the team by taking on additional administrative duties as required. Requirements • Prior experience in financial institution will be an advantage Interested applicants please send your resume in MS Word format and attention it to Rachel Yeo (R22104385). Shortlisted candidates will be notified Data provided is for recruitment purposes only www.ambition.com.sg EA Registration Number: R22104385 Business Registration Number: 200611680D. Licence Number: 10C5117
Required
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