Admin Intern
6 days ago
Financial Wealth Capital is seeking for a meticulous Administration Intern with exposure to the Insurance industry. As an Admin Intern, your role is to work with clients that have been contacted through our various communication platforms and develop client relationships. All clients to be captured on the CRM system and broker appointments captured and submitted to the relevant insurers. All aspects of the policy journey to be communicated with the policy holder and assist the Financial Advisor to submit client communication relating to advise provided.
**Responsibilities/Duties**:
- Contact clients to obtain consent to retrieve their policy schedules from the Insurers.
- Develop a deep understanding of the company's products and services to understand the products offered by the FA.
- Upload quotes on CRM (Clientflow).
- Provide policy schedule to the client and upload on CRM
- Update client and policy information on clientflow to properly record active and inactive clients and assign follow ups for work.
- Capture all client information & maintain accurate records of client interactions and progress in a customer relationship management (CRM) system.
- Meet or exceed daily, weekly, and monthly targets.
- Stay up to date on industry regulations and best practices in the Insurance industry.
- Provide excellent customer service by addressing client concerns and maintaining a positive attitude.
- Collaborate with team members to share knowledge and best practices for achieving individual and team goals.
- Add/update statuses on CRM
**Requirements**:
- A degree or diploma in Admin, Finance, or Insurance-related fields
- Prior administration and/or insurance experience
- Proficiency in Microsoft Office, including Outlook and Word
- Ability to work with multiple systems simultaneously
- Strong reading and writing skills
**Job Types**: Full-time, Temporary, Internship
Contract length: 12 months
**Education**:
- Diploma (required)
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