Client Service & Insurance Operations Executive

Legacy Advisory Sdn Bhd; Permatang Pauh; On-site; MYR 28,000 - 45,000; Full time

Benefits offered by this job

On-the-job training

Career growth opportunities

Friendly work environment

Job summary

Legacy Advisory Sdn Bhd seeks a motivated Client Service & Insurance Operations Executive to join our growing team in Malaysia. You will handle insurance quotations, applications, policy servicing, renewals and claims, working with clients, advisors and insurers to ensure smooth operations.

No prior insurance experience is required; training will be provided. The role emphasizes customer service, accuracy, and the ability to multitask in a fast-paced environment with ongoing learning and career

Qualifications

• Good written and spoken English and Bahasa Malaysia.
• Willingness to learn and adapt to insurance systems.

Responsibilities

• Handle daily enquiries from clients and insurance advisors.
• Source insurance plans and quotations from insurance companies.
• Prepare quotation comparisons and insurance proposals for clients and advisors.
• Process insurance policy issuance, cover notes and insurance certificates.
• Monitor and follow up on clients' and advisors' policy renewals.
• Maintain proper records, documentation and filing in the company's system.

Skills

Communication

Multitasking

Detail-oriented

Job description

Client Service & Insurance Operations Executive

Client Service & Insurance Operations Executive

About the Role

We are looking for a motivated, responsible and well-organized individual to join our growing team as a Client Service & Insurance Operations Executive.

In this role, you will be involved in providing customer service, handling insurance-related matters and supporting the daily operations of our insurance business.

You will work closely with clients, insurance advisors and insurance companies to ensure smooth and efficient handling of insurance quotations, applications, policy servicing, renewals and claims.

Candidates with or without prior insurance experience are welcome to apply. Training will be provided for candidates who are eager to learn and grow with us.

Key Responsibilities

1. Customer Service & Communication

Handle daily enquiries from clients and insurance advisors.

Provide timely, professional and accurate responses to enquiries.

Build and maintain good relationships with clients and advisors.

Assist in resolving customer issues and providing appropriate solutions.

2. Insurance Quotation & Application Processing

Source insurance plans and quotations from insurance companies.

Prepare insurance quotations through insurers' online portals.

Prepare quotation comparisons and insurance proposals for clients and advisors.

Assist clients with insurance applications and required documentation.

Conduct online presentations or explain insurance plans to clients when required.

Process insurance policy issuance, cover notes and insurance certificates.

Handle policy amendments and updates based on clients' requests.

Liaise with insurers regarding changes in sum insured, coverage, policy terms, insured locations and other policy details.

Handle employee additions, deletions and membership updates for employee benefits policies.

4. Claims Assistance & Follow-up

Assist clients and advisors with insurance claim reporting and documentation.

Liaise with insurance companies and loss adjusters regarding claims.

Submit claim documents to insurers and monitor claim progress.

Provide updates to clients and advisors on claim status.

5. Policy Renewal Management

Monitor and follow up on clients' and advisors' policy renewals.

Remind clients of upcoming policy expiries.

Coordinate renewal requirements and obtain updated information from clients.

Source renewal quotations and prepare quotation comparisons.

Follow up on renewal confirmation and documentation.

6. Administrative & Operational Support

Maintain proper records, documentation and filing in the company's system.

Ensure client and policy information is accurate and up to date.

Assist with billing, invoicing and payment follow-ups.

Keep clients and advisors informed of updates from insurers, including product updates, underwriting requirements, company procedures and training arrangements.

Perform other related duties as assigned.

Requirements & Qualifications

No prior insurance experience required. Training will be provided.

Good communication skills in English and Bahasa Malaysia. Mandarin is an added advantage.

Good written communication skills, especially through WhatsApp and email.

Proactive, responsible, detail-oriented and well-organized.

Able to multitask, prioritize work and work independently.

Good problem-solving skills and a positive working attitude.

Basic computer skills and proficiency in Microsoft Office (Word, Excel and Outlook).

Willingness to learn new systems, software and insurance-related knowledge.

Able to work effectively as part of a team.

Added Advantages

Basic knowledge of motor insurance, general insurance or employee benefits insurance.

Previous experience in customer service, administration or insurance-related work.

Familiarity with insurance online portals and quotation systems.

Experience using WhatsApp for business communication.

Salary & Benefits

Competitive salary ranging from RM2,500 to RM4,000, depending on experience, qualifications and relevant skills.

Performance-based incentives / commission (where applicable).

On-the-job training and opportunities to develop insurance knowledge.

Exposure to various insurance products and business operations.

Career growth and development opportunities.

Friendly, positive and supportive working environment.

Interested in Joining Us?

If you are enthusiastic, willing to learn and looking for an opportunity to grow in the insurance industry, we would love to hear from you!