Back Office Executive - Insurance & Investment

We are looking for a reliable and detail-oriented Back Office Executive to support our insurance and investment operations. The candidate will handle documentation, data management, client coordination, and internal support work.

Key Responsibilites

• Handling insurance and investment documentation
• Data entry and maintaining client records
• Preparing reports, proposals, and policy-related documents
• Coordinating with sales team and service providers
• Following up on policy issuance, renewals, and payments
• Assisting clients with basic queries (backend support)
• Maintaining confidentiality of client information