Jobs

    ProFin Account Support, Executive - Singapore - LOCKTON COMPANIES (SINGAPORE) PRIVATE LIMITED

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    Description
    Roles & Responsibilities

    Job Purpose

    Provision of administrative and compliance support to broking team members of ProFin.

    Job Description – Key Tasks and Responsibilities

    • 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.

    Qualification and Experience

    Qualification

    GCE 'O' Level

    Experience

    Minimum 3 years

    Tell employers what skills you have

    Troubleshooting
    Microsoft Office
    Microsoft Excel
    Hardware
    Administrative Work
    Invoicing
    Bank Reconciliation
    Compliance
    Windows
    Team Player
    Microsoft Word

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