To provide administrative, operational, and client servicing support to the Reporting Manager, ensuring efficient handling of routine insurance transactions, timely client followups, accurate record-keeping, and smooth day-to-day operations.
Key Responsibilities
A. Handling of Non-MGA Insurance Cases
- Assist with the processing and administration of Non-MGA insurance cases, primarily focusing on Personal Lines and Simple Commercial Lines.
- Handle routine insurance enquiries, quotations, renewals, and policy arrangements for products such as Travel Insurance, Motor Insurance, Foreign Worker Medical Insurance (FWMI), Other standard commercial package insurance plans where instant online quotations are available.
- Obtain quotations through insurers' online portals and assist with policy issuance, subject to the Reporting Manager's guidance and approval.
- Ensure timely processing and proper documentation of insurance transactions.
B. Email Correspondence and Client Servicing
- Manage and respond to routine client emails relating to Personal Lines and Commercial Lines insurance.
- Prepare clear, professional, and courteous email responses under the guidance of the Reporting Manager.
- Assist with straightforward client enquiries, document requests, and administrative matters.
- Escalate complex enquiries, coverage-related matters, and sensitive issues to the Reporting Manager.
C. Quotation Follow-Up and Business Conversion
- Proactively follow up with clients on quotations provided.
- Monitor outstanding quotations and maintain an updated follow-up record.
- Assist in securing client confirmations and facilitating the closure of quotations.
- Highlight potential business opportunities and cases requiring further attention to the Reporting Manager.
D. Data Entry and Record Management
- Maintain accurate and up-to-date records of new business and renewal cases, primarily for Non-MGA business.
- Track outstanding premiums, pending payments, and premium receivables from clients.
- Update relevant internal systems, spreadsheets, and case tracking records.
- Assist in monitoring renewal deadlines, pending documentation, and outstanding administrative matters.
- Ensure proper filing and organization of client and policy documents.
E. Claims Administration and Follow-Up
- Assist clients with insurance claims submission and required documentation.
- Liaise with insurers and clients regarding claim status and outstanding requirements.
- Monitor and follow up on claims until settlement or final resolution.
- Maintain proper records of claims correspondence and progress.
- Escalate complicated or disputed claims to the Reporting Manager for further handling.
F. Market Research and Business Development Support
- Conduct basic market research on Personal Lines and Commercial Lines insurance products.
- Assist in identifying potential clients, target industries, and new business opportunities.
- Gather and organize relevant market information, including insurance product offerings and competitor insights.
- Support ad hoc research projects and business development initiatives as assigned by the Reporting Manager.
G. General Administrative and Operational Support
- Provide general administrative assistance to support daily insurance operations.
- Assist with preparing reports, spreadsheets, presentations, and other business-related documents.
- Coordinate routine follow-ups with clients, insurers, and relevant stakeholders.
- Perform other reasonable duties assigned by the Reporting Manager based on operational requirement.
Qualifications and Experience
Prior working experience in the insurance industry is preferred, particularly in insurance brokerage, agency operations, policy administration, or client servicing. Basic understanding of Commercial Lines insurance would be an added advantage. Candidates with relevant administrative or customer service experience may also be considered.
Skills and Competencies
- Proficient in Microsoft Word, Excel, and Outlook.
- Comfortable using online insurance quotation platforms and digital administrative systems.
- Basic familiarity with AI-powered productivity tools, such as ChatGPT or Microsoft Copilot, would be advantageous.
- Good written and verbal communication skills.
- Proficiency in English is essential.
- Mandarin-speaking ability is preferred to support communication with Mandarin speaking clients.
- Strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently.
- Proactive, responsible, and willing to learn. Able to work independently on routine tasks while seeking guidance when necessary. Comfortable handling client information with professionalism and confidentiality.
JOB Duration
- 6 months contract position with potential to become permanent.
Pay: RM3,200.00 - RM4,200.00 per month
Work Location: In person
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