Associate/ Senior Associate, Policy Administration

• Handle post-sales service requests, including preparing and submitting necessary forms to various insurance carriers, and coordinating with insurers or underwriters for follow-ups and negotiations.
• Collaborate with Consultants and clients to ensure timely and accurate fulfillment of post-sales requirements.
• Maintain regular updates to Consultants and clients regarding the status of post-sales activities, and ensure all related meetings are properly recorded in the system.
• Ensure all client documentation is complete, consistent, and compliant with standards and carrier due diligence requirements.
• Work closely with the Team Leader and Sales Operations team to support daily operational needs.
• Ensure timely preparation and completion of clients' annual policy reviews.
• Develop customized PowerPoint presentations and policy comparisons for client meetings.
• Promote efficiency in processes and team operations.
• Provide guidance and mentorship to team members to support their development.

• Bachelor's degree in any discipline.
• Strong relationship-building skills with insurers, clients, bankers, and consultants.
• Proven ability to manage multiple tasks and perform effectively under tight deadlines.
• Possesses solid functional and technical expertise to deliver high-quality results.
• Excellent interpersonal skills; collaborates effectively with consultants and colleagues to enhance service turnaround and improve annual review completion rates.
• Skilled in building rapport and handling interactions with diplomacy and tact.
• Highly organized and proactive in managing daily tasks and case follow-ups.
• Adaptable and resilient in the face of change.
• Focused on driving team efficiency and streamlining service processes.
• Proficient in Microsoft Excel and PowerPoint.

JAC Recruitment