Client Relationship Assistant

Department: SME & Private

Purpose

Provides comprehensive administrative, operational, and client service excellence support to facilitate efficient insurance portfolio management and broking operations.

Main Duties

• Support SME & Private insurance portfolios across new business, renewals, and endorsements.
• Prepare placing slips, debit notes, and policy documentation.
• Liaise with insurers for placement, issuance, and follow-ups.
• Maintain compliant records in line with broking and regulatory standards.

Qualifications & Experience

• At least a Higher School Certificate
• 1 - 2 years’ hands-on experience in a similar position

Skills

• Excellent accuracy and attention to detail
• Proficient in Microsoft Office
• Strong organisation and time management
• Client‑focused, accountable, and proactive