Associate, Underwriting Support

Great Eastern; Kuala Lumpur; On-site; MYR 39,000 - 58,000; Full time

Job summary

Great Eastern is seeking an organized New Business Administrative Associate in Kuala Lumpur to support daily operations of the New Business team. You will enter customer data and policy details, process new business proposals, and update records using our workflow systems and email.

The role requires a Diploma or higher in a related field, insurance certifications preferred, and 1–3 years of insurance experience.

Qualifications

• Diploma holder with related discipline; insurance certifications preferred.
• Minimum 1–3 years of relevant experience in the insurance industry.
• Computer literacy with good working knowledge of MS Office applications.
• Good interpersonal skills, customer service oriented and meticulous.
• Good teamwork and ability to work under pressure.

Responsibilities

• Process data entry of customer information and policy details into the source system.
• Process new business proposals through the workflow system promptly and accurately.
• Update customer information and policy details per supporting documents by mail or email.
• Send notifications to intermediaries about outstanding requirements and actions for risk assessment and policy inception.
• Process intermediary requests and enquiries promptly and accurately.
• Review bank/insurance billing slips for accuracy and resolve discrepancies.
• Coordinate with intermediaries and internal stakeholders to resolve daily operational issues.
• Assist with back-up duties during the team's absence and other ad hoc tasks.
• Maintain awareness of regulatory compliance risks and take steps to mitigate them.
• Keep abreast of industry trends in regulatory compliance and emerging threats.

Skills

Interpersonal skills

Customer service orientation

Analytical skills

Team player

MS Office proficiency

Education

Diploma or above in Banking/Finance/Business/Accounting

Tools

MS Office

Job description

To support the daily operations of the New Business administrative team.

• Process data entry of customer’s personal information and policy-related details into the source system.
• Process incoming new business proposals through the company workflow system in a timely and accurate manner.
• Process customer’s requests to update personal information and policy‑related details in the source system, in accordance with the supporting documents provided by the customer in hardcopy via mail / softcopy through company workflow system / email.
• Send emails to intermediaries (Great Eastern Financial Representatives / Bancassurance Sales Representatives), informing them of outstanding requirements/actions for risk assessment and policy inception.
• Process email requests / enquiries submitted by intermediaries in a timely and accurate manner.
• Checking of payment slips submitted for bancassurance policies, verifying billing accuracy and addressing discrepancies.
• Coordinate and collaborate with intermediaries and internal stakeholders to resolve daily operational issues, ensuring the delivery of accurate, timely, and customer‑focused services to both internal and external customers.
• Other duties include (but not limited to) back‑up duties during team members’ absence and other ad hoc tasks as assigned by supervisors.
• Takes accountability in considering business and regulatory compliance risks and takes appropriate steps to mitigate the risks;
• Maintains awareness of industry trends on regulatory compliance, emerging threats and technologies in order to understand the risk and better safeguard the company; and
• Highlights any potential concerns / risks and proactively shares best risk management practices.
• Diploma holder and above in related discipline (Banking/Finance/ Business/ Accounting) with relevant insurance certifications preferred.
• Minimum 1-3 years of relevant experience in the insurance industry.
• Computer literacy with good working knowledge of MS Office (eg Excel, Word) applications.
• Good interpersonal skills, customer service orientated & meticulous.
• Good team player with strong analytical skills & ability to work under pressure.
• High level of integrity, takes accountability of work and good attitude over teamwork.
• Takes initiative to improve current state of things and adaptable to embrace new changes.
• Hardworking dedicated team player with strong & flexible time management to support peak period whenever required.
• Champion and embody our Core Values in everyday tasks and interactions.
• Demonstrate high level of integrity and accountability.
• Take initiative to drive improvements and embrace change.
• Take accountability of business and regulatory compliance risks, implementing measures to mitigate them effectively.
• Keep abreast with industry trends, regulatory compliance, and emerging threats and technologies to understand and highlight potential concerns/ risks to safeguard our company proactively.

Founded in 1908, Great Eastern is a well-established market leader and trusted brand in Singapore and Malaysia. With over S$100 billion in assets and more than 16 million policyholders, including 12.5 million from government schemes, it provides insurance solutions to customers through three successful distribution channels – a tied agency force, bancassurance, and financial advisory firm Great Eastern Financial Advisers. The Group also operates in Indonesia and Brunei. The Great Eastern Life Assurance Company Limited and Great Eastern General Insurance Limited have been assigned the financial strength and counterparty credit ratings of "AA-" by S&P Global Ratings since 2010, one of the highest among Asian life insurance companies. Great Eastern's asset management subsidiary, Lion Global Investors Limited, is one of the leading asset management companies in Southeast Asia. Great Eastern is a subsidiary of OCBC, the longest established Singapore bank, formed in 1932. It is the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.