Personal Assistant/Broker Support - Urgent Hire

Personal Assistant/Adviser Support

Insurise Financial Services is a fast-growing, result -oriented insurance brokerage specializing in Risk and Health Insurance. Company’s goal is to deliver tailored risk management solutions with the best possible value to help clients feel secure in their future when protecting their loved ones. We are currently seeking another intelligent, highly motivated, independent-minded individual who is committed to long term success, achievement and would like to work full-time as an assistant to support the daily operations. You will work in an environment that encourages health and well-being, enhances quality of life and supports high performance. 

It is preferred (but not required) that the candidate have finance or insurance background. Working hours 35 to 40 hours per week. Please note that this is an English and Chinese speaking role.

Duties will require:

• Providing liaison services between clients, their financial advisers and the product providers so that company's goal and service standards are met
• Providing general support for new business and existing business, including renewals and claims
• Assuring accurate file management and consistent information maintenance across all systems for clients  
• Keep up to date with marketing, products, and regulations, gain a deep understanding of business plans, benefits, and networks, and help educate others about products across the board
• Support the development of marketing and social media campaigns and strategies  

Your Desired Skills, Values & Experiences:

• Minimum 2 years’ experience in an administration/support role
• Highly organised with excellent time and task management
• Detail-oriented with a high degree of accuracy
• Ability to learn new technologies, processes, and systems quickly and identify ways to improve efficiency and effectiveness.  
• Ability to be proactive and take the initiative.
• Strong problem-solving and critical thinking skills  
• Excellent interpersonal skills including exceptional verbal and written communication skills in both Chinese and English
• Care, positive, customer focused attitude and demeanour with a desire to provide outstanding service.

This position offers a great deal of potential for advancement and is ideal for someone with a long-term goal-oriented approach and a desire to help others protect what they value. You will receive ongoing training in the financial services industry. It is a great opportunity for those who wish to pursue a career in this field.  

Please note that only successful applicants will be notified.  

Please only apply if you are immediately available or require less than 2 weeks notice. Then submit your cover letter and resume by clicking 'Apply' at the top of the page.