Business Assistant

<div>Business Assistant<br><br>Job Responsibilities <br>1. Administrative support <br> - Organize application, contract change, compensation documents, etc., ensure that the information is complete and meets the standards<br> - Coordinate meetings and customer visits, manage salesperson work schedule<br> - Answer customer calls, reply to emails, handle daily inquiries and pass them on to relevant personnel<br> - Input customer data and records into the system, regularly update and maintain the database<br><br>2. Customer service<br> - Answer customer questions about contract content, claim process, payment methods, etc. <br> - Assist with handling insurance application, renewal, and other procedures, and notify customers of payment deadlines or missing documents<br> - Review and process compensation application documents, track progress and report processing status to customers<br> - Regularly contact customers (such as holiday greetings, birthday wishes), enhance customer satisfaction<br><br>3. Business support <br> - Prepare product introduction, proposal, etc. for salespeople to use<br> - Summarize sales reports and performance statistics, and assist the supervisor in analyzing market trends or business performance<br> - Prepare product launch events and customer activities, responsible for registration, materials preparation, and logistics coordination<br> - Organize competitor dynamics and customer feedback, providing business development references<br><br>4. Compliance and risk management<br> - Ensure that the documents comply with insurance regulations and internal company standards (such as anti-money laundering checks)<br> - Check the accuracy of contract information (such as customer name, insurance amount), and correct any omissions in a timely manner<br><br><br>5. Team collaboration<br> - Coordinate with underwriting, claims, and finance departments to accelerate process handling<br> - Assist and guide new business personnel to familiarize with administrative procedures and system operations<br> - Summarize team meeting minutes, track task progress, and remind of deadlines<br><br>Work requirements <br>- Professional knowledge: Understand the basics of products (such as life insurance, car insurance, medical insurance) and industry regulations<br>- Tool application: Proficient in Office (Excel reports, PPT creation), editing system, and insurance policy management software<br>- Detail-oriented: Highly attentive, able to handle tedious paperwork and avoid errors<br><br>- Certificate requirements: Depending on the region, you may need a professional qualification certificate<br><br>In terms of career development, business assistants can become salespeople, team leaders, or specialize in underwriting, claims processing, and other back-office positions, and learn data analysis, marketing strategies, or advanced insurance planning to further enhance their professional value</div>