- To support the ProFin Team by handling routine administrative work including preparation of monthly renewal listing, various broking slips, reports and presentations.
- To raise Debit Notes/ Credit Note/ Fee Invoices in timely and accurate manner.
- To prepare covering letters for dispatch of policies/invoices/endorsements to clients.
- Ensure all activities that are undertaken are compliant with regulation and Lockton's internal standards and procedures.
- To build and strengthen relationships with clients by assisting brokers in the timely delivery of services and documentation.
- Assisting the brokers to implement, monitor and control the renewal process with clients and insurers.
- Checking accuracy of basic information on policy/endorsement/invoice to ensure that it is accurate prior to forwarding to clients.
- Ensure prompt and accurate invoicing and that clients understand the Lockton cash collection terms, monitor, follow-up and resolve debtor queries in a timely manner to ensure prompt payment of premiums and fees.
- Assist to improve and enhance administrative process of the team.
- Improving credit control and bad debt aging of team's portfolio.
- Preparation of reports and analysis as required by Head of Department or Team Lead.
- Fully understand and assimilate into the culture of the Organisation and Department.
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ProFin Account Support, Executive - Singapore - LOCKTON COMPANIES (SINGAPORE) PRIVATE LIMITED
Description
Roles & ResponsibilitiesJob Purpose
Provision of administrative and compliance support to broking team members of ProFin.
Job Description – Key Tasks and Responsibilities
Qualification and Experience
Qualification
GCE 'O' Level
Experience
Minimum 3 years
Tell employers what skills you haveTroubleshooting
Microsoft Office
Microsoft Excel
Hardware
Administrative Work
Invoicing
Bank Reconciliation
Compliance
Windows
Team Player
Microsoft Word