Business Support Executive - PFP GROUP SERVICES PTE. LTD.

Roles & Responsibilities

1. Daily submissions :

• Download, rename and save all new business submissions from the common email mailbox into the advisors’ folders.
• Send return acknowledgement email to advisors for incomplete submission.
• Receive, scan and save all daily hardcopy submission documents into the advisors’ folders.
• Prepare all daily hardcopy submission documents and loose mail to be sent out to Insurers.
• Key all approved submissions into excel.

2. Client Transfer :

3. Acknowledgement of Resignation

4. Monthly Inception & BSC

5. Ad-hoc :

Proficiency in Microsoft Office, especially Excel, preferred

Tell employers what skills you have

Microsoft PowerPoint

Microsoft Office

Microsoft Excel

Administration

Communication Skills

Administrative Support

Excel

Team Player

Microsoft Word

Customer Service