We are hiring on behalf of our client in the Insurance and Financial Services sector for a highly organized, customer-focused, and results-driven Office Administrator / Business Development Officer.
The successful candidate will play a dual role by supporting daily office operations while actively contributing to business growth through client engagement, lead generation, and customer relationship management.
This position is ideal for a professional who is passionate about administration, customer service, and business development, and is looking to grow within the financial services industry.
Key Responsibilities
Office Administration
- Maintain company records, files, and administrative documentation
- Prepare correspondence, reports, presentations, and other business documents
- Manage office supplies and coordinate procurement requirements
- Maintain accurate physical and electronic filing systems
- Support day-to-day office operations and ensure administrative efficiency
- Receive, direct, and manage client inquiries professionally
Customer Service & Front Office Support
- Handle walk-in clients and visitors professionally
- Respond to customer inquiries and provide accurate information on company services
- Maintain excellent client relationships and customer satisfaction
- Support customer onboarding and documentation processes
Business Development & Sales Support
- Generate quotations and support field sales activities
- Assist in identifying and pursuing new business opportunities
- Participate in business development initiatives and client acquisition activities
- Support marketing and customer engagement campaigns
- Follow up on leads and maintain client databases
- Participate in field activities aimed at business growth and commission generation
Requirements & Qualifications
- Diploma or Bachelor\'s Degree in Business Administration, Insurance, Marketing, Finance, Human Resource Management, or a related field
- General knowledge of the Insurance or Financial Services industry
- 1–2 years of relevant experience in administration, customer service, insurance, or financial services
- Proficiency in computer applications and AI-powered productivity tools
- Strong communication and interpersonal skills
- Excellent organizational and record management skills
- Ability to prepare professional reports and business correspondence
- Self-driven, proactive, and customer-focused
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