Personal Assistant

Overview

We are representing our client who is a life, medical and corporate agency.

Responsibilities

• Manage emails, appointments, and meetings while preparing reports, proposals, and insurance documentation, ensuring the handling of confidential client data and regulatory paperwork.
• Assist in sourcing and onboarding new insurance agents while coordinating training, licensing, and performance tracking, maintaining databases of potential and existing agents.
• Follow up on policy renewals, claims, and inquiries while liaising with insurance companies and financial institutions, providing basic life and medical insurance information to prospects.
• Organize events, roadshows, and webinars for client engagement while supporting digital marketing, recruitment branding, and preparing presentations and sales materials.

Qualifications

• Diploma/Degree in Business Administration, Finance, Insurance or related ...