Account Executive

Aon; Kuala Lumpur; Hybrid; MYR 45,000 - 65,000; Full time

Job summary

A global professional services firm is hiring an Account Executive in Kuala Lumpur. This hybrid role involves overseeing operational processes, supporting broking activities, and managing client data. Ideal candidates will have a degree and experience in the insurance industry. The firm promotes an inclusive work environment and offers comprehensive benefits, including well-being days and flexible working options.

Benefits

Comprehensive benefits package

Global Wellbeing Days

Flexible working options

Qualifications

• Relevant working experience in the insurance industry or in client-focused roles.
• Proven experience in client management and data handling.

Responsibilities

• Assist in overseeing operational policies and procedures.
• Ensure smooth administration of daily broking activities.
• Support credit control and maintain up-to-date records.

Skills

Client management

Data handling

Education

Degree in insurance or relevant field

Job description

Overview

Account Executive — We're hiring! We are looking for an Account Executive to join our team in Kuala Lumpur, Malaysia. This is a hybrid role with the flexibility to work both virtually and from the office.

Aon is in the business of better decisions. At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Operational Oversight

• Assist the Team Lead in overseeing the company’s operational policies and procedures, particularly in areas related to insurance booking, operational excellence, and customer account operations.
• Support the centralization of processing activities to drive operational efficiency and consistency.
• Review and re-engineer processes and procedures to enhance operational support for the business. Ensure regulatory compliance and effective implementation of Aon’s corporate procedures and internal controls.
• Monitor and report on Operational Excellence (OPEX) performance on a monthly basis.
• Keep the Team Lead informed of any significant issues, risks, or operational concerns in a timely manner.

Broking & Transactional Support

• Ensure smooth administration and accurate transactional processing in support of daily broking activities.
• Monitor and follow up on the issuance of policies and endorsements with insurers.
• Prepare billing advice within agreed turnaround times.
• Verify the accuracy of policies and endorsements to ensure alignment with client instructions.
• Review and confirm the accuracy of medical cards and related documents received from insurers.
• Consistently validate invoices against insurer billings to ensure accuracy and completeness.
• Track and follow through on all deferments and medical requirements until resolution.

Credit Control & Financial Coordination

• Support Account Servicers in maintaining up-to-date credit control, including client follow-ups on premium payments.
• Collaborate closely with Finance on debtor aging performance.

Data Entry & Documentation

• Provide accurate and timely data entry support for quotation slips, insurance summaries, renewal worksheets, and billing issuance.
• Maintain organized records of outstanding documents, including
  • Policies, endorsements, and invoices from insurers
  • Aon’s billing and client payments
  • Unprocessed covers
  • Aon contracts, AMLA documentation
  • Other items requiring tracking and follow-up

Data Management & Compliance

• Ensure client data and information are accurate and updated in a timely manner.
• Maintain proper filing of all client and insurer documentation and correspondence in designated folders for future reference.
• Verify the accuracy of all invoicing and related documentation for both clients and insurers.
• Ensure all documentation is delivered to clients promptly and in accordance with established guidelines.
• Ensure full compliance with the company’s operational policies, procedures, and regulatory requirements.

Skills and experience that will lead to success

• A degree and relevant working experience in the insurance industry, or in another industry with a strong focus on client interaction.
• Proven experience in client management and data handling.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.