Business Assistant

Business Assistant

Job Responsibilities

1. Administrative support

- Sort out application, contract change, compensation documents, etc., ensure that the information is complete and meets the standards.

- Coordinate meetings and customer visits, manage salesperson work schedules.

- Answer customer calls, reply to emails, handle daily inquiries and pass them on to relevant personnel.

- Input customer data and records into the system, and regularly update and maintain the database.

2. Customer service

- Answer customer questions about contract content, claim process, payment methods, etc. basic questions.

- Assist with handling insurance application and renewal procedures, notify customers of payment deadlines or missing documents.

- Review and process compensation application documents, track progress and report processing status to customers.

- Regularly contact customers (such as holiday greetings, birthday wishes), and enhance customer satisfaction.

3. Business support

- Prepare product introduction, proposal, etc. for salespeople to use.

- Summarize sales reports and performance statistics, and assist the supervisor in analyzing market trends or business performance.

- Prepare product launch events and customer activities, responsible for registration, materials preparation, and logistics coordination.

- Organize competitor dynamics and customer feedback, providing business development references.

4. Compliance and risk management

- Ensure that the documents comply with insurance regulations and internal company standards (such as anti-money laundering checks).

- Check the accuracy of contract information (such as customer name, insurance amount), and correct any omissions in a timely manner.

5. Team collaboration

- Coordinate with underwriting, claims, and financial departments to accelerate process handling.

- Assist and guide new business personnel to familiarize with administrative procedures and system operations.

- Summarize team meeting minutes, track task progress and remind deadlines.

Work requirements

- Professional knowledge: Understand the basics of products such as life insurance, car insurance, and medical insurance, as well as industry regulations.

- Tool application: Proficient in Office (Excel reports, PowerPoint creation), editing system, and insurance policy management software.

- Detail-oriented: Highly attentive, able to handle tedious paperwork and avoid errors.

- Certificate requirements: Depending on the region, you may need a professional qualification certificate.

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.