Part-time Secretary

<br>Role and Responsibilities<br>1. Provide essential administrative and organizational support, and ensure the smooth operation of the team<br>2. Administrative Support: <br>• prepare and collate reports, documents, and presentations.<br>• provide administrative and clerical support to insurance agents, handling tasks such as scheduling appointments, managing correspondence, assisting with sales performance reporting and presentations. <br>• Manage calendars, arrange meetings and travel, handle incoming calls and emails, and distributing office mail. <br>3. Client and Policy Support: <br>• assist with processing policy requests, keeping client records up-to-date, and preparing documents for policy renewals or claims.<div>4. 3 workings per week, to be discussed.<br><br>Requirements:<br>- Experience in the insurance industry is a plus.<br>- Strong PC skills are essential for administrative tasks. *Proficiency in Canva and AI tools is a plus.*<br>- Excellent interpersonal, communication, and organizational skills are crucial.<br>- Candidates should be self-motivated, a good team player, and able to work independently.</div><div>Part-time Secretary</div><br> <div>Job Responsibilities</div><br> <ul> <li>Provide basic administrative and organizational support to ensure the team runs smoothly.</li> <li>Responsible for preparing and organizing various reports, documents and presentation materials.</li> <li>Provide administrative and clerical support to insurance agents, including scheduling appointments, handling incoming and outgoing mail, assisting with sales performance reporting and presentation preparation, etc.</li> <li>Manage schedule, coordinate meetings and travel arrangements, handle incoming calls and emails, and distribute office mail.</li> <li>Assist in handling insurance policy-related applications, maintain customer data accuracy and real-time updates.</li> <li>Prepare the necessary documents for insurance renewal or claim.</li> </ul><br> <div>Work requirements</div><br> <ul> <li>Applicants with insurance industry experience will be given priority. </li> <li>Proficient in the use of computers and common office software, with solid administrative affairs handling skills.</li> <li>Proficient in Canva and AI tools is ideal.</li> <li></li> <li>Strong self-motivation, good at independent work, and also able to cooperate well with others in a team.</li> <li>Working three days per week, with specific arrangements to be discussed.</li> </ul>