Call Center Agent

The Admin will oversee end‑to‑end administration of retirement, pension and provident fund products, handle death, funeral and disability claims, and manage investment portfolio activities. The role supports new business onboarding, policy renewals, anniversary administration, and ensures compliance with 37C risk guidelines while coordinating with banking partners, accounting teams, and customers to deliver seamless fund and investment services.

• Administer retirement, pension and provident fund accounts end‑to‑end
• Process death, funeral and disability claims, ensuring timely payment
• Manage policy renewals, new business onboarding and anniversary administration
• Oversee bank liaison, fund administration and cash‑flow reconciliation
• Administer investment portfolios, including transaction processing and performance tracking
• Conduct risk product administration for death and funeral coverage per 37C guidelines
• Coordinate accounting activities, financial reporting and audit support
• Provide customer onboarding and ongoing service support
• Maintain accurate documentation, regulatory reporting and audit trails
• Collaborate with internal teams and external partners to resolve issues
• Bachelor’s degree in Business, Finance, Economics or related field
• Minimum 2 years of administrative experience in insurance, fund or investment management
• Working knowledge of 37C risk guidelines and death/funeral claim processes
• Familiarity with retirement, pension and provident fund administration
• Experience in investment portfolio administration and transaction handling
• Strong analytical, accounting and reconciliation skills
• Proficiency in MS Office and fund administration software (e.g., SAP, Oracle)
• Excellent written and verbal communication abilities
• Ability to manage policy renewal, new business and anniversary processes
• Detail‑oriented with strong organizational and stakeholder management skills