Personal Assistant Cum Admin

Company Overview A General Insurance Agency specializing in sales and service for personal and corporate risk management. Job Summary We are seeking a motivated Personal Assistant cum Admin to support our Senior Advisor by managing daily business activities and ensuring smooth operations with strong organizational and communication skills. Key Qualities: Detail-Oriented : Meticulous attention to detail for overseeing insurance policies and managing client portfolios. Client-Focused : Strong customer service skills to handle client inquiries and maintain relationships. Proactivity : A forward-thinking approach to anticipate needs and address them without waiting for direction. Organizational Skills : Exceptional ability to organize tasks, schedules, and client information for optimal workflow. Communication Skills : Strong verbal and written communication abilities to interact with clients and manage correspondence. Adaptable : Able to adjust quickly to changing priorities. Tech-savvy : Proficient with modern technology and office software. Confidentiality : Absolute discretion when handling sensitive client data and financial information. Responsibilities Manage and organize the Senior Advisor’s calendar, scheduling meetings, appointments, and travel arrangements to optimize time use Coordinate schedules to prioritize tasks and ensure efficient workflow Draft and handle correspondence, including emails and reports, to maintain clear communication Prepare presentations and meeting materials to support business discussions Assist in preparing insurance quotes for general and life policies to facilitate client service Monitor and manage insurance policy renewals to maintain continuous coverage Process insurance claims and service requests promptly to ensure client satisfaction Collaborate with insurance companies and clients to collect necessary documents and information for transactions Perform general administrative duties such as filing, photocopying, and managing office supplies to support office operations Follow through on assigned tasks to ensure completion and accuracy Provide comprehensive support in strategic planning and project management for the Senior Advisor Assist marketing efforts by preparing promotional materials and conducting market research to enhance outreach Facilitate communication between the Senior Advisor, clients, and team members to maintain alignment Support the development and implementation of office digitalization initiatives to improve efficiency Required competencies and certifications Proven experience as a personal assistant or in an administrative role, preferably within the insurance industry Exceptional multitasking and time-management skills demonstrated through managing complex schedules and tasks Proficiency in office software, including CRM platforms, to support administrative and client management functions Ability to work independently and collaboratively to meet business needs High level of discretion and professional ethics when handling sensitive client and financial information Preferred competencies and qualifications Minimum O Level or equivalent educational qualification Certifications in BCP, PGI, CGI, HI are beneficial but not mandatory