Operations Executive & Paraplanner

CH INFINITE

Islandwide
Not specified
Process new business applications
Track case status with insurers
Maintain accurate client records
CH INFINITE is seeking an Operations Executive & Paraplanner to support daily operations, client servicing, and administrative tasks to ensure efficiency and high service standards. The ideal candidate will have experience in administration or operations, particularly within the insurance or finance sectors, and possess strong organizational skills

Job Summary

  • The role supports daily agency operations, client servicing, and administrative coordination to ensure smooth business workflow.
  • Key responsibilities include processing new business applications, tracking case status with insurers, and maintaining accurate client records in CRM systems.
  • Candidates must ensure documentation meets regulatory compliance standards while managing filing systems and performance dashboards.

Matching Summary

Match Score: 75

CH INFINITE is seeking an Operations Executive & Paraplanner to support daily operations, client servicing, and administrative tasks to ensure efficiency and high service standards. The ideal candidate will have experience in administration or operations, particularly within the insurance or finance sectors, and possess strong organizational skills.

Skills & Requirements

Must-have

  • Process new business applications
  • Track case status with insurers
  • Maintain accurate client records
  • Prepare policy summaries
  • Manage calendars and scheduling

Nice-to-have

  • Strong attention to detail
  • Reliable and process-driven
  • Confidentiality and professionalism
  • CRM experience is a plus

Key Requirements

  • Diploma or Degree in Business, Finance, or related field
  • 1–3 years admin or operations experience
  • Proficient in Microsoft Office/Google Workspace

Work Rights

Not specified

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