远程个人助理（保险索赔与保单支持）
Remote Personal Assistant (Insurance Claims & Policy Support)
我们正在寻找一位成熟的远程个人助理，为位于新加坡的金融顾问提供支持，涉及保险理赔、保单服务和财务文件处理。
这是一个高度结构化的行政职位，包括定期的数据录入、文件检查、理赔提交、保单更新和后续跟进。成功候选人必须能够熟练完成重复性任务，同时保持一贯的高准确率、耐心和专业性。
有保险理赔、保单服务或财务顾问支持相关直接经验者优先。曾支持过金融顾问、保险顾问或类似个人贡献者的候选人将具有明显优势。
*将提供全面的分步培训。因此，我们寻找的是认真对待职责且真正有兴趣建立稳定、长期工作关系的人选。
主要职责：
- 使用 Excel 和 Google Sheets 更新和维护客户的财务组合汇总。
- 通过保险公司门户和电子邮件提交医疗理赔。
- 与客户沟通更新信息、未完成文件和持续事项。
- 支持保单服务请求，如个人信息变更、资金转换和保单更新。
- 安排客户审查会议并维护客户数据库。
- 支持客户服务体系，包括活动协调和礼品安排。
- 管理网站咨询，并专业地回应来电查询。
- 高精度地处理数据录入、文件审核和行政跟踪。
要求：
- 有保险管理、理赔处理或保单服务相关直接经验者优先。
- 熟悉保险条款、理赔文件、保险公司门户及保单服务流程。
- 有处理财务文件、客户记录、机密信息或合规相关文件的经验。
- 精通 Microsoft Excel/Google Sheets，包括常规的数据录入、跟踪和记录维护。
- 英语书面和口语表达优秀，能够清晰专业地进行沟通。
理想的候选人应具备：
- 极其细致、耐心且注重细节，尤其是在审核财务和保险文件时。
- 能够准确且一致地完成重复性行政任务。
- 主动且善于解决问题，能够独立应对挑战。
查看英文原文
We are looking for a mature Remote Personal Assistant to support a Singapore-based Financial Advisor with insurance claims, policy servicing, and financial documentation.
This is a highly structured administrative role involving regular data entry, document checking, claims submissions, policy updates, and follow-ups. The successful candidate must be comfortable performing repetitive tasks while maintaining a consistently high level of accuracy, patience, and professionalism.
Direct experience in insurance claims, policy servicing, or financial advisory support is strongly preferred. Candidates who have previously supported a Financial Advisor, Insurance Advisor, or similar individual contributor will have a strong advantage.
*Comprehensive step-by-step training will be provided. We are therefore looking for someone who takes their responsibilities seriously and is genuinely interested in building a stable, long-term working relationship.
Key Responsibilities:
- Update and maintain clients’ financial portfolio consolidations using Excel and Google Sheets.
- Submit medical claims via insurer portals and email.
- Communicate with clients regarding updates, outstanding documents, and ongoing matters.
- Support policy servicing requests such as change of particulars, fund switches, and policy updates.
- Arrange client review appointments and maintain client databases.
- Support client servicing initiatives including event coordination and gift arrangements.
- Manage website enquiries and respond professionally to inbound queries.
- Handle data entry, document review, and administrative tracking with high accuracy.
Requirements:
- Direct experience in insurance administration, claims processing, or policy servicing is strongly preferred.
- Familiarity with insurance policies, claims documentation, insurer portals, and policy servicing procedures.
- Experience handling financial documents, client records, confidential information, or compliance-related documentation.
- Proficient in Microsoft Excel/Google Sheets, including regular data entry, tracking, and record maintenance.
- Excellent written and spoken English, with the ability to communicate clearly and professionally.
The ideal candidate is someone who:
- Highly meticulous, patient, and attentive to small details, particularly when reviewing financial and insurance documents.
- Comfortable performing repetitive administrative tasks accurately and consistently.
- Proactive and resourceful, with the ability to identify outstanding matters and follow through without constant reminders.
- A fast learner who can understand structured processes and quickly grasp technical knowledge.
- Able and willing to learn independently, research unfamiliar matters, and resolve routine issues where appropriate.
- Able to manage urgent requests, multiple deadlines, and competing priorities calmly and effectively (ie: tracking progress of claims, sending calendar reminders, updating sheets).
- Receptive to feedback and willing to follow established procedures and step-by-step workflows.
- Can be trusted to manage confidential financial and insurance information responsibly.
- Values stability and is committed to developing long-term expertise in claims and policy administration.
Salary range: Singapore Dollars $600 - $1,000/month
Working Hours: Monday to Friday: 10:00 AM – 7:00 PM (GMT+8 – Singapore Time)
Originally posted on Himalayas