Support commercial underwriting and policy servicing by processing transactions accurately and on time. Ensure service quality, meet productivity targets, and assist brokers, underwriters, and internal teams.
Process commercial insurance transactions, endorsements, renewals, and documentation within set timelines.
Maintain high accuracy in data entry, system updates, and policy records.
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Cantonese fluency
Data entry
Attention to detail
Communication
Teamwork
Accuracy
Quality focus
Team collaboration
Process discipline
Problem-solving
Digital tools proficiency
Handle day-to-day accounting operations with a primary focus on account payable (AP), including invoice processing, payment preparation, and vendor reconciliation
Verify invoice against supporting documents and ensure proper approvals prior to processing
Prepare and process payments, including bank transfers and other payment methods
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