Administrative Assistant/Virtual Assistant/Customer supportAdministrative Assistant/Virtual Assistant/Customer support

Key Achievements:

Conduct detailed client consultations to evaluate financial situations, lifestyles, and specific risk exposure including health, property, and liability. Match client needs with appropriate insurance products such as life, health, motor, and specialised business policies. Break down complex insurance terminology — deductibles, exclusions, premiums, and coverage limits — to help clients make informed decisions. Identify and reach out to potential clients through networking, referrals, and marketing activities. Guide clients through the claims process, including document preparation and liaising with insurers to ensure smooth settlements. Evaluate financial portfolios and risk profiles to recommend cost-effective and comprehensive coverage solutions

Key Achievements:

Maintained accurate office and client records, prepared reports, and supported compliance audits, ensuring 100% accuracy and audit readiness. Coordinated communications and documentation between clients, assessors, valuers, and legal teams, improving workflow efficiency and stakeholder satisfaction. Handled daily reconciliations, banking tasks, and financial documentation, safeguarding accuracy and confidentiality of records. Processed renewals, endorsements, and insurance certificates, contributing to a 20% increase in timely branch renewals. Developed and implemented stricter document verification procedures, reducing errors and fraudulent claims by 15%. Supported HR and team development by training junior staff, improving efficiency and reducing processing errors across the branch.

Key Achievements:

Oversaw daily office operations, scheduling, and correspondence, enabling a 25% improvement in task turnaround times. Coordinated procurement of office supplies and facilities, implementing vendor follow-ups that reduced stockouts by 30%. Organised and facilitated meetings, drafted and circulated minutes, and coordinated events for management and agents. Supported HR with recruitment logistics, onboarding, and staff training; mentored interns with an 80% integration success rate. Maintained accurate HR and administrative records, ensuring 100% compliance with audit requirements. Provided relief cashier services during staff absence, ensuring uninterrupted financial operations.

Key Achievements:

Served as the first point of contact for clients, handling over 50 customer interactions daily and achieving a 90% customer satisfaction rate. Addressed customer complaints and enquiries, resolving issues effectively to build loyalty and retention. Managed registry operations by organising and maintaining physical records, ensuring 100% audit compliance. Coordinated dispatch and receipt of documents, achieving a 95% on-time delivery rate. Supported cash office with deposits and reconciliations, consistently balancing accounts with zero discrepancies. Assisted with proposal underwriting, reviewing applications, and ensuring eligibility prior to policy issuance