Work setting

• Insurance

Responsibilities

Tasks

• Coordinate the flow of information within the team
• Evaluate daily operations
• Open and distribute mail and other materials
• Establish and implement policies and procedures
• Record and prepare minutes of meetings, seminars and conferences
• Determine and establish office procedures and routines
• Schedule and confirm appointments
• Manage contracts
• Answer telephone and relay telephone calls and messages
• Answer electronic enquiries
• Oversee the preparation of reports
• Order office supplies and maintain inventory
• Arrange travel, related itineraries and make reservations
• Greet people and direct them to contacts or service areas
• Type and proofread correspondence, forms and other documents
• Perform data entry
• Provide customer service
• Maintain and manage digital database
• Plan, organize, direct, control and evaluate daily operations

Experience and specialization

Computer and technology knowledge

• MS Excel
• MS Outlook
• MS PowerPoint
• MS Windows
• MS Word
• MS Access

Insurance experience

• Life insurance products

Area of specialization

• Financial planning

Additional information

Work conditions and physical capabilities

• Ability to work independently
• Fast-paced environment
• Work under pressure
• Attention to detail
• Repetitive tasks
• Large workload
• Work with minimal supervision

Personal suitability

• Ability to multitask
• Excellent oral communication
• Excellent written communication
• Flexibility
• Judgement
• Organized
• Team player
• Accurate
• Client focus
• Reliability
• Time management
• Adaptability
• Accountability
• Dependability
• Due diligence
• Quick learner