Remote Personal Assistant (Insurance Claims & Policy Support)
$7,200–$12,000 year
RemoteSingapore
Job Summary
Update and maintain clients' financial portfolio consolidations using Excel and Google Sheets. Submit medical claims via insurer portals and email while communicating with clients regarding updates and outstanding documents. Support policy servicing requests such as change of particulars, fund switches, and policy updates. Arrange client review appointments, manage website enquiries, and handle data entry and document review with high accuracy. This structured administrative role requires a meticulous candidate comfortable with repetitive tasks and confidential financial information. Comprehensive step-by-step training will be provided for those without direct insurance administration experience.
Required Qualifications
- Excellent written and spoken English, with the ability to communicate clearly and professionally.
- Proficient in Microsoft Excel/Google Sheets, including regular data entry, tracking, and record maintenance.
- Highly meticulous, patient, and attentive to small details, particularly when reviewing financial and insurance documents.
- Comfortable performing repetitive administrative tasks accurately and consistently.
- Proactive and resourceful, with the ability to identify outstanding matters and follow through without constant reminders.
- A fast learner who can understand structured processes and quickly grasp technical knowledge.
- Able and willing to learn independently, research unfamiliar matters, and resolve routine issues where appropriate.
- Able to manage urgent requests, multiple deadlines, and competing priorities calmly and effectively (ie: tracking progress of claims, sending calendar reminders, updating sheets).
- Receptive to feedback and willing to follow established procedures and step-by-step workflows.
- Can be trusted to manage confidential financial and insurance information responsibly.
- Values stability and is committed to developing long-term expertise in claims and policy administration.
Desired Qualifications
- Direct experience in insurance administration, claims processing, or policy servicing is strongly preferred.
- Familiarity with insurance policies, claims documentation, insurer portals, and policy servicing procedures.
- Experience handling financial documents, client records, confidential information, or compliance-related documentation.
- Direct experience in insurance claims, policy servicing, or financial advisory support is strongly preferred.
- Candidates who have previously supported a Financial Advisor, Insurance Advisor, or similar individual contributor will have a strong advantage.
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