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Operation Assistant at WTW CO

Taipei, , Taiwan -

Full Time

Start Date

Immediate

Expiry Date

14 Oct, 26

Salary

0.0

Posted On

16 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Microsoft Word, Microsoft Excel, PDF Tools, Power Automate, AI Tools, Billing, Invoicing, Document Management, Administrative Support, Data Accuracy, Records Management, Operational Support

Industry

Financial Services

Description

Key Responsibilities Operational & Administrative Support * Provide daily operational and administrative support to brokers in the retail team * Prepare and issue Policy and Endorsement Transmittal Letters. * Assist brokers with: * Countersigning policies and endorsements * Stamping insurance and endorsement application forms Billing & Financial Administration * Assist with billing and invoicing activities for the retail team * Reconcile and follow up on Cash on Account items to ensure timely resolution Documentation & Records Management * Scan, file, and maintain organized records for: * Insurance policies * Endorsements * Premium receipts * Coordinate document storage and off-site archiving, including: * Preparing policy document inventories * Arranging collection and storage with external warehouse vendors Mail & Office Operations * Handle incoming and outgoing registered mail and courier items, ensuring proper recording * Monitor stationery inventory and manage ordering regularly Team & Project Support * Work closely with team members to support timely completion of operational tasks. * Provide support for Operations Team projects as assigned. * Assist with ad-hoc operational duties when required.

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Responsibilities

Provide operational and administrative support to retail brokers, including policy documentation, billing, and records management. Assist in streamlining workflows through the application of AI and automation tools like Power Automate.